Investment Advisor
Client of Prestige IFA
Employer Active
Posted 7 hrs ago
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Experience
1 - 7 Years
Job Location
Education
Bachelor of Business Administration(Management)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
They are distinguished by their ethical, client-first philosophy and a disciplined investment process dedicated to long-term capital preservation and growth. Their expertise lies in crafting bespoke strategies that go beyond standard retail solutions to meet the complex needs of High-Net-Worth and Ultra-High-Net-Worth individuals and families.
Responsibilities include:
- Offering financial planning support to clients.
- Assisting investment professionals in nurturing client relationships.
- Crafting accurate financial plans.
- Advising clients on optimal financial solutions for their medium to long-term plans.
What Our Client Offers:
- A Superior Platform: Access to a market-leading offering of investment structures and underlying solutions designed for sophisticated clients.
- Comprehensive Operational Support: Full administrative and paraplanning support is provided at no extra cost, allowing you to focus purely on client relationships and business growth.
- Highly Competitive Remuneration: Enjoy very attractive income splits and a clear, transparent path to maximising your earnings.
- Flexible Engagement Models: For the right candidates with a proven track record, a salaried position or financial support during a transition period can be available.
- Jurisdictional Expertise: The ability to service clients across multiple international regions under one roof, providing a seamless experience for a global client base.
Desired Candidate Profile
Operates on a fee-based model with an ethical approach to client advice.
- Manages a existing book of business with a minimum of 10m in AUM (though strong candidates with slightly less may be considered).
- Is an experienced advisor seeking a long-term, stable placement with a leading firm.
- Has experience servicing, or a strong desire to develop, a HNW/UHNW clientele with complex, international needs.
- Possesses an understanding of the financial landscapes in key jurisdictions such as the UK, Europe, or Asia.
Company Industry
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Client of Prestige IFA
We are delighted to represent a premier, Dubai-based wealth management firm with a formidable international presence. Our client specialises in delivering sophisticated, cross-border financial planning and investment management services to a discerning, globally mobile clientele. With a robust operational framework across key jurisdictions, they provide advisors with the unique capability to service clients in the UK, Europe, Dubai, Singapore, Kuala Lumpur, and Switzerland seamlessly.