Financial Advisor

As a Financial Advisor, you will play a pivotal role in providing tailored financial strategies to high-net-worth individuals, NRIs, and expats in the UAE. Your responsibilities will include building and managing long-term client relationships, assessing client needs and risk tolerance to develop holistic financial plans, and offering strategic advice on investment portfolios, insurance, estate planning, and tax optimization. Collaborating with investment specialists, research analysts, and product teams, you will craft bespoke solutions across asset classes such as equities, fixed income, structured products, and offshore options. It will be essential to stay informed about market trends, regulatory changes, and global financial developments to ensure compliance with Dubai regulatory authorities and internal risk frameworks. To excel in this role, you should possess a deep understanding of financial instruments, portfolio allocation, and risk profiling. Proficiency in Microsoft Excel modeling skills, strong relationship management, and communication skills are also key requirements. A proven track record of building and retaining relationships with high-net-worth individuals, along with a Bachelor's degree in Finance, Economics, or a related field, will be advantageous. Joining our boutique yet fast-growing wealth platform will provide you with access to exclusive investment opportunities, family office advisory services, and digital-first tools. You will enjoy a high-impact role that offers entrepreneurial freedom, fast decision cycles, performance-driven incentives, and international exposure.,