wealth advisor

StashAway

<ul><li>StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.

We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.

Responsibilities

Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base

Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations

Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients

Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand

Deliver seminars on a variety of financial and market topics to nurture current and prospective clients

Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects They Might Work On:

Establishing a Financial Wellness Program where you are required to proactively reach out to companies to deliver educational sessions.

Organizing client facing events

Revamping our client engagement model

Accountabilities of the role:

Driving existing HNW / Premium client AUM

Proactively identifying and onboarding new clients

Hands-on and build long-term client relationships

Benefits

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Minimum 5 years of client-facing experience in sales development with affluent/HNW clients</li></ul>

Wealth Advisor

National Bank of Oman

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 Core Responsibilities
 
 
 
 
 
 
 
 Client Relationship &amp; Account Management
 
 
 <ul>
 <li>
 Act as primary point of contact for assigned wealth clients, ensuring high standards of service and responsiveness.
 </li>
 <li>
 Manage all account-related operations, including onboarding, KYC updates, documentation, and transactional coordination.
 </li>
 <li>
 Understand client profiles, preferences, and financial needs to match them with suitable existing investment desk offerings without making direct advisory calls.
 </li>
 <li>
 Responsibility about being up to date with the market and have experience in determining the right opportunities.
 </li>
 </ul>
 
 
 
 
 
 Service Coordination &amp; Execution
 
 
 <ul>
 <li>
 Coordinate with internal investment product specialists, legal, compliance, and operations to deliver client requests efficiently.
 </li>
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 Ensure smooth execution of trades, product subscriptions, redemptions, account openings, and reporting&mdash;without advisory discretion.
 </li>
 </ul>
 
 
 
 
 
 Client Experience &amp; Retention
 
 
 <ul>
 <li>
 Provide ongoing relationship management, conduct regular engagement calls/meetings to maintain client satisfaction.
 </li>
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 Identify opportunities for up-selling and cross-selling approved products, referring leads to licensed advisory teams.
 </li>
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 Support client events, portfolio review meetings (as an observer/coordinator), and ensure premium client experience.
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 </ul>
 
 
 
 
 
 Compliance &amp; Risk Control
 
 
 <ul>
 <li>
 Ensure strict adherence to non-advisory regulatory frameworks, ensuring no personal recommendation or suitability call is made.
 </li>
 <li>
 Maintain accurate records of interactions, ensuring compliance with KYC, AML, FATCA, CRS, and internal governance.
 </li>
 <li>
 Escalate client requests to appropriate licensed advisors or product teams where advisory input is required.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Academic Background &amp; Key Skills
 
 
 <ul>
 <li>
 Graduate with a degree in Banking, Finance or a related subject.
 </li>
 <li>
 CFA or CISI qualification would be an added advantage.
 </li>
 <li>
 Minimum of 5 years&rsquo; experience
 </li>
 <li>
 Experience in private banking, wealth management service desk, or high-net-worth client relationship roles.
 </li>
 <li>
 Strong relationship management skills with ability to handle elite clientele professionally.
 </li>
 <li>
 Excellent coordination and process management, with sharp attention to documentation accuracy.
 </li>
 <li>
 Understanding of banking products, investment desk structure, and internal process flow, but operating under a non-advisory mandate.
 </li>
 <li>
 Strong communication, confidentiality, and client-handling etiquette.
 </li>
 </ul>
 
 
 
 
 
 Success Indicators
 
 
 <ul>
 <li>
 High client satisfaction scores
 </li>
 <li>
 Strong client retention and engagement metrics
 </li>
 <li>
 Efficient coordination with internal advisory desks and product teams
 </li>
 <li>
 Zero compliance breaches related to advisory boundaries or documentation
 </li>
 </ul>
 
 
</div>

Reed

GREAT SKILLED IFA INDEPENDENT FINANCIAL ADVISOR TO JOIN A GREAT LOVELY COMPANY IN BERKSHIRE AREA OFFICE BASED 100% AND GREAT. Essential Education, Qualifications & Training Level 4+ Financial services qualifications, RO exams are preferable.An education to degree level is advantageous.Your Personal Attributes Ability to achieve agreed outcomes without supervision. Articulate, detailed and accurate. Excellent interpersonal skills, both written and verbal.Ability to multitask and prioritise effectively.IT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word,Excel, PowerPoint, Outlook) Previous experience of all the main Platforms and IO will be advantageous The Role Summary THE RECRUITED FINANCIAL ADVISOR will have specialist knowledge of pensions, investments, savings andintergenerational wealth planning, as well as possessing great people skills. As a financial adviser, you'll be able to talk to a diverse range of clients in an engaging and credible mannerand be able to give them the confidence that you are a specialist in your area able who isable to deliver the agreed outcomes. To meet these expectations, you will be able to work in an effective manner with the wider COMPANY IFA team to research the client's situation, providers and the UK marketplace so that you can recommend the most appropriate products, services and solutions available and then secure a recommendation that's bothcompliant and suitable for the clients desired outcomes and appetite for risk profile. In order to give this financial advice, you must have a minimum of Level 4 CII (or equivalent)professional qualifications and follow the strict financial industry rules and practice out in the FCA Conduct of Business Source Book. GREAT ROLE LINKED AS OUTLINED CLOSE TO THE AREA AND A VERY SKILLED FINANCIAL IFA ADVISOR. Salary: Range from £65,000 to £90,000 dependant on experience full time (pro-rata for part time). YOU MUST BE SKILLED BLESS YOU : )

GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

Morgans Realty

About the Role This is a relationship-first leadership role for a sophisticated, trusted advisor who can seamlessly blend market knowledge, wealth strategy, and personalized service. You ll drive our private client portfolio, lead an elite team of advisors, and be the key to building enduring, high-value relationships.
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Responsibilities What You ll Do <ul> <li> Lead our private office strategy across key luxury markets.</li> <li> Cultivate and manage relationships with UHNW clients and family offices.</li> <li> Oversee tailored real estate advisory, legacy planning, and cross-border property investment services.</li> <li> Collaborate with internal departments (Legal, Marketing, Research) to deliver exceptional client outcomes.</li> <li> Represent Morgan s at exclusive events, panels, and private networks.</li> </ul> Who We re Looking For <ul> <li> 5+ years in luxury real estate, private wealth, or family office advisory.</li> <li> Strong network of UHNW clients across the GCC, Europe, or Asia.</li> <li> Exceptional emotional intelligence, confidentiality, and client-centricity.</li> <li> Strategic thinker with refined communication and negotiation skills.</li> </ul>
 
 
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Head of Private Office

Cranleigh Personnel

Wealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000Are you a Wealth Planning Administrator Looking for your next challenge?Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?Or are you feeling like your career isn't developing enough?If so, we have the opportunity for you .The company:Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department teamThey are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.The role:This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.Please note due to the rural location you will need to be a driver.They operate 5 days in the office working week.So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.

Wealth Planning Administrator

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