private wealth advisor

We are seeking a highly motivated and client-focused Wealth and Equity Advisor to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.Key Responsibilities:&middot; Client Relationship Management:o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.o Conduct regular portfolio reviews and financial planning sessions with clients.o Understand clients&rsquo; investment goals, risk appetite, and time horizon to offer customized advice.&middot; Investment Advisory:o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.&middot; Financial Planning:o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.&middot; Product Knowledge G Due Diligence:o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.&middot; Compliance G Reporting:o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).o Prepare and present performance reports and investment proposals to clients.&#490;ualifications G Skills:&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Business, or related field.&middot; financial certification preferred.&middot; 2-4 years of experience in wealth management, equity advisory, or private banking.&middot; Strong understanding of capital markets, equity research, and financial instruments.&middot; Excellent communication, analytical, and interpersonal skills.&middot; High ethical standards and client-centric approach.Key Performance Indicators (KPIs):&middot; Growth in Assets Under Advisory (AUA)&middot; Client acquisition and retention&middot; Client satisfaction and feedback&middot; Portfolio performance against benchmarks&middot; Compliance and regulatory adherenceCompensation: To be discussed during interviewJob Types: Full-time, Permanent

Wealth and Equity Advisor

UCare Staffing, LLC

PLEASE NOTE: All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential. <img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

Origin Legal Ltd

<div>
 
 
 Private Wealth Solicitor &ndash; 3+ PQE
 
 
 
 
 Location:
 
 Dubai
 
 
 
 Jurisdiction:
 
 England &amp; Wales or other common law jurisdictions
 
 
 
 Experience Level:
 
 3&ndash;5 PQE
 
 
 
 
 
 Join a leading international law firm in Dubai, advising ultra-high-net-worth individuals, families, and trustees on complex UK and international private wealth matters. This is a rare opportunity to work at the forefront of cross-border tax and trust planning in a dynamic, multicultural environment.
 
 
 
 
 
 You&rsquo;ll be responsible for:
 
 <ul>
 <li>
 Advising UHNW clients on UK tax, trust, and succession planning
 </li>
 <li>
 Providing strategic guidance on international estate planning, domicile and residency issues, and wealth structuring
 </li>
 <li>
 Collaborating with private banks, family offices, and fiduciary service providers across multiple jurisdictions
 </li>
 <li>
 Assisting in complex cross-border tax and trust matters for global clients
 </li>
 </ul>
 
 
 
 
 What were looking for:
 
 <ul>
 <li>
 Qualified solicitor (England &amp; Wales or other common law jurisdiction)
 </li>
 <li>
 3&ndash;5 PQE with strong experience in UK tax and trust planning at a leading law firm
 </li>
 <li>
 Exposure to international private wealth matters is advantageous
 </li>
 <li>
 Commercial mindset with the ability to build and maintain client relationships
 </li>
 <li>
 Willingness to relocate to Dubai and thrive in a fast-paced, international setting
 </li>
 </ul>
 
 
 
 
 
 Origin Legal International
 
 
 
 Our team has 25 years&rsquo; experience of helping lawyers to make international and offshore moves. If you would like to find out more about this role or chat about an overseas move in general, please get in touch.
 
 
 
</div>

Private Wealth Solicitor

Advenxa Pvt.Ltd

NRI Wealth AdvisorLocations: Palakkad : Pattambi, Pathirippala, Vadakkenchery, Victoria palakkadMalappuram : Manjeri, Ponnani, NilamburExperience : Minimum 1&ndash;3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30,000 - 40,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the Role As a Financial Consultant &ndash; NRI (Non-Resident Indian), you will be responsible for acquiring new NRI clients, providing in-depth financial advisory services, and helping them achieve their long-term financial goals. You will play a key role in deepening the company&rsquo;s NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.Requirements<ul><li>Bachelor's degree is mandatory.</li><li>1 year of experience in sales, preferably within banking or financial services.</li><li>Experience or knowledge of NRI banking and financial products is highly desirable.</li><li>Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.</li><li>Strong ability to close sales and negotiate terms effectively.</li></ul>Responsibilities<ul><li>Acquire and expand the NRI client base through banks, referrals, and networking.</li></ul><ul><li>Recommend suitable financial products (Mutual Funds, Insurance, PMS, Equity/Debt, Smartfolios).</li></ul><ul><li>Grow and manage client portfolios (AUM).</li></ul><ul><li>Provide clients with market insights, research reports, and new investment opportunities.</li></ul><ul><li>Ensure strong client servicing, retention, and accurate CRM reporting.</li></ul>Job Type: PermanentPay: &#8377;30,000.00 - &#8377;45,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>How many years of experience do you have in NRI sales or investment advisory?</li></ul>Experience:<ul><li>Bank Sales: 2 years (Required)</li></ul>License/Certification:<ul><li>Graduation (Required)</li></ul>Willingness to travel:<ul><li>75% (Required)</li></ul>

NRI Wealth Advisor

Barclays

<div>Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market.
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:<ul><li>
Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul>
Essential Skills/Basic Qualifications:<ul><li>
Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul>
Desirable skills:<ul><li>
Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul>
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in Dubai.

Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities<ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul>
Vice President Expectations<ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Private Banker – Abu Dhabi

Reed

Private Wealth and Inheritance Fee Earner (NQ to 3 Years PQE) <ul> <li>Annual Salary: £50,000 - £54,000</li><li>Location: Farnborough</li><li>Job Type: Full-time</li></ul> Launch your legal career with confidence in our award-winning Private Wealth and Inheritance team at a Legal 500 Firm. We offer a robust and supportive NQ development programme designed to help junior lawyers transition smoothly from their training contracts into confident, capable fee earners with a clear path to specialisation. Day-to-day of the role: <ul> <li>Take ownership of a varied caseload of private client matters, including wills, trusts, probate, inheritance tax planning, and estate administration, with guidance and mentoring tailored to your level of experience.</li><li>Benefit from our structured NQ development programme, designed to support your transition from trainee to confident fee earner, with clear pathways to specialisation in areas such as complex tax planning, trust structuring, or high-net-worth estate management.</li><li>Receive ongoing technical training and supervision from senior team members, helping you build deep expertise and progress your career within a collaborative and high-performing team.</li><li>Work closely with other departments, such as family law and property, to deliver joined-up solutions for clients with multifaceted needs.</li><li>Build and maintain strong client relationships through excellent communication and a personal, empathetic approach.</li><li>Contribute to the team's business development activities, including attending networking events and supporting marketing initiatives, with opportunities to raise your professional profile.</li></ul> Required Skills & Qualifications: <ul> <li>NQ to 3 years PQE in Private Wealth, Inheritance, or a related field.</li><li>Strong technical foundation in wills, trusts, probate, and tax planning.</li><li>Excellent client care skills and a professional, empathetic approach.</li><li>A STEP qualification or willingness to work towards one is desirable.</li></ul> Benefits: <ul> <li>Competitive salary based on experience.</li><li>Generous Fee Earner bonus.</li><li>Free car parking for your convenience.</li><li>Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure and Perkbox benefits.</li><li>The opportunity to learn and grow within a supportive and dynamic team.</li></ul> How to Apply: Reach out now with your CV and a covering letter to Mark Watts at Reed.<img src="https://www.jobg8.com/Tracking.aspx?BrmZWvLiuv4nKffus1XpSoQhH%2bmVhw%2bbs" width="0" height="0" />

Private Wealth and Inheritance Fee Earner

Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market. This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker's, headed up by our new MD for Private Bank within the UAE. The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients.Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance. What you will be doing: <ul> <li>Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li> <li>Act as the primary point of contact for clients, providing exceptional service and financial advice</li> <li>Conduct regular reviews of clients' investment and financial portfolios</li> <li>Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li> <li>Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li> <li>Identify and onboard new clients through networking, referrals, and strategic partnerships</li> <li>Develop and execute tailored strategies to attract and retain wealthy clients in the region</li> <li>Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li> <li>Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li> <li>Keep clients informed on market trends, economic updates, and investment opportunities</li> </ul> Essential Skills/Basic Qualifications: <ul> <li>Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li> <li>Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li> <li>Previous experience in controlling and monitoring of risk within a client book</li> <li>Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li> <li>Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li> <li>Ability to adapt to a rapidly changing business including regulatory and technological environment</li> </ul> Desirable skills: <ul> <li>Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li> <li>High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients' changing needs in this area</li> </ul> You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in Dubai. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. Accountabilities <ul> <li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li> <li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li> <li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li> <li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li> <li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li> <li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li> <li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li> <li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li> </ul> Vice President Expectations <ul> <li>To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and elevate breaches of policies/procedures </li> <li>If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements </li> <li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others </li> <li>OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions </li> <li>Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li> <li>Manage and mitigate risks through assessment, in support of the control and governance agenda.</li> <li>Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li> <li>Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li> <li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li> <li>Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li> <li>Adopt and include the outcomes of extensive research in problem solving processes.</li> <li>Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li> </ul> All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.<img src="https://www.jobg8.com/Tracking.aspx?GNl9oJpztr8CBPy9%2f30wT48QSKZRhDiIk" width="0" height="0" />

Private Banker - Abu Dhabi

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