Wealth Management Advisor

Key Responsibilities

• Own an assigned book of clients, build deep relationships, act as the primary financial contact, understand long-term goals, anticipate lifecycle needs, and ensure delivery of agreed investment strategies and service levels to contracted SLAs and timelines.
• Grow assets under management through new client acquisition, referrals, upsells (advisory mandates, discretionary portfolios), renewals and cross-sell of planning services; prepare proposals, present investment solutions, negotiate fee arrangements, and achieve monthly and quarterly growth targets plus AUM forecasting.
• Collaborate with portfolio managers, research, trust/executions, tax and product teams to translate client objectives into tailored investment proposals, coordinate onboarding and documentation, track implementation, and ensure timely, compliant execution and reporting and approvals.
• Monitor portfolio performance, analyse returns vs benchmarks, prepare weekly and monthly performance and cashflow reports with clear, actionable recommendations for clients and internal stakeholders and trend insights.
• Manage client onboarding, KYC/AML, suitability assessments, fee billing and contract compliance; track payment schedules, escalate discrepancies, and work with finance and operations to ensure accurate revenue recognition and collections and custody/procurement coordination.
• Resolve client escalations promptly, coordinate internal resources, propose practical, compliant solutions, document outcomes, and follow up with root-cause analysis to prevent recurrence and maintain client satisfaction.
• Represent the firm at family office and industry events, attend client meetings and reviews, support RFP and proposal responses, build local referral networks to generate pipeline, and gather competitor and product intelligence.

Requirements

• 3+ years client-facing wealth advisory, private banking, family office or financial planning experience in UAE markets, preferably with exposure to high-net-worth individuals and corporate executives.
• Bachelor’s degree in Finance, Economics, Business or a related field; professional credentials such as CFA, CFP, CAIA or licensed financial advisor qualifications preferred or equivalent demonstrable experience.
• Proficient with CRM systems (Salesforce, Wealthbox or similar), portfolio reporting tools and MS Excel for client analytics and performance reporting skills.
• Proven portfolio management and advisory skills: conducting risk profiling, asset allocation, rebalancing, performance attribution, cashflow modelling, and managing timelines, budgets, SLAs and cross-functional delivery coordination and risk mitigation.
• Demonstrated leadership: mentoring junior advisors, leading client review meetings, and managing small advisory teams and performance reviews.
• Strong commercial acumen: negotiating fees, forecasting revenue, contract review, pricing strategies, product due diligence and AUM growth modelling skills and KPIs. Solid knowledge of KYC/AML and regulatory compliance for the UAE market.