Client Support Liaison

Skybound Wealth Management

Employer Active

Posted 6 hrs ago

Experience

2 - 7 Years

Education

Any Graduation

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

You'll sit inside a high-profile adviser team

Direct exposure to international, high-value clients

Access to Skybound's tech: Salesforce, Plume, MoneyMap, AI-driven tools

A clear pathway to progress within an award-winning global firm

A role where your standards, pace, and precision genuinely matter

Key Responsibilities

  • Own the adviser's client admin end-to-end: meeting packs, documentation, workflow management
  • Support light paraplanning tasks: research, letters, drafting, report preparation
  • Use Skybound's tech platforms to streamline processes and elevate the client experience
  • Liaise with providers, internal teams, and clients to keep cases moving with zero friction
  • Maintain the high compliance standards expected across all Skybound entities

What You Bring

Minimum 2 years' experience in financial services, ideally adviser support or admin

High-level organisation, accuracy, and attention to detail

Strong communication skills and professionalism with senior clients

Tech-confident and quick to learn new systems

Ability to work in a fast, demanding, quality-driven environment

What You'll Get

Competitive salary and benefits package

Employment visa and medical insurance

A front-row seat inside one of Skybound's most dynamic adviser teams

Daily exposure to international clients and strategic partners

Career progression in a growing, award-winning Dubai business

Desired Candidate Profile

Minimum 2 years' experience in financial services, ideally adviser support or admin

High-level organisation, accuracy, and attention to detail

Strong communication skills and professionalism with senior clients

Tech-confident and quick to learn new systems

Ability to work in a fast, demanding, quality-driven environment

Department / Functional Area

Keywords

  • Client Support Liaison

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Skybound Wealth Management

Skybound Wealth Management is a global advisory group with regulated entities across the UK, EU, USA, Switzerland, UAE and beyond. We advise international professionals and families, backed by a world-class operations, tech, and compliance framework. Dubai is the heartbeat of our business. It's where expat wealth meets global ambition, and where Skybound has just been recognised with multiple awards including Company of the Year and Excellence in Client Service.

Read More

https://www.efinancialcareers.com/jobs-United_Arab_Emirates-Dubai-Client_Support_Liaison.id23473787