Private Wealth Adviser

• Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions
• Provide personalized investment advice and comprehensive wealth management services, including retirement planning, tax optimisation, estate planning, and portfolio management. Analyse clients' financial goals, risk tolerance, and investment preferences to recommend customised solutions
• Develop and implement investment strategies and asset allocation models that are in line with clients' goals and risk profiles
• Stay up-to-date with global and local financial markets, economic trends, and investment opportunities to offer relevant and timely advice to clients
• Work closely with other financial experts within the organisation, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive wealth management solutions
• Regularly monitor client portfolios and financial plans, ensuring they align with their evolving goals and market conditions
• Proactively identify new business opportunities and expand the client base through networking, referrals, and targeted outreach
• Ensure all financial advice and actions adhere to local and international regulatory standards and ethical practices
• Prepare and present periodic reports on clients' financial performance and recommendations. Ensure accurate documentation of client meetings and transactions

• A minimum of a Level 4 qualification in financial advice, or equivalent
• A minimum of 3–5 years of experience in wealth management or financial advice
• Strong knowledge of financial products, investments, tax laws, and estate planning
• Expertise in portfolio management, asset allocation, and risk management strategies
• Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders
• Proficient in financial planning software and tools, with a deep understanding of investment strategies and markets
• Ability to work independently and manage multiple client portfolios effectively
• A proven track record of building and nurturing long-term client relationships
• A client-first mindset with a genuine interest in helping clients achieve their financial goals
• Strong analytical skills and attention to detail
• Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism

Multilingual abilities and a deep understanding of the cultural diversity in the UAE and the Middle East are a plus

• Growth Opportunities: Skybound Wealth Management offers ample opportunities for career development in a dynamic and expanding market. We support professional development through continued learning, certifications, and mentoring
• Collaborative Environment: Work within a supportive and collaborative team environment where your ideas and contributions are valued
• Competitive Compensation: We offer a competitive remuneration structure incentivising performance and a benefits package tailored to the needs of our team members
• Global Reach with Local Expertise: Join a leading wealth management firm with a global reach and a deep understanding of local markets, delivering unparalleled service to clients