Senior Associate Wealth Advice
Senior Associate Wealth Advice
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Job Description
Youll work with an existing client bank and be expected to assist in various projects including planning meetings and reviews. Youll need to have a bias towards action ability to work in a rapidly growing and evolving environment and have a posiive cando attitude.
In this role youll:
- independently deliver financial planning advice for highnetworth clients
- develop and manage ongoing client relationships
- delegate appropriate tasks and support team members
- advocate strongly for a planningled and systematic investment approach
- provide input on the strategic plan and overall direction of the team
- expand the clients trust in AES by delivering exemplary service
- respond promptly and appropriately to clients questions and requests
Qualifications :
What youll bring
- 5 years of experience
- commitment to always acting in the clients best interests
- proven ability to develop client relationships
- growth mindset/posiive attitude
- ability to explain complicated investment concepts in simple clientfriendly terms
- highly teamoriented work aptitude
- selfmotivated to complete responsibilities with limited supervision
- B.A. or B.Sc. degree preferred & Level 4 qualified
- a unique ability/something special
- ability to thrive within a posiive candid challenging and collaborative environment encouraging others to develop ways to work with them with a How can WE mindset increasing efficiency and effectiveness to better benefit our clients
- rolemodel high standards and a drive for excellence
Additional Information :
What youll get in return
Youll have the opportunity to learn from their team of experts do impactful work touch peoples lives and be a part of their unique culture. They take great care of the people who take care of their clients. Youll get a great benefits package and their total commitment to take you as far as youd like to grow!
Why join this particular firm in the UAE
Our client is about creating posiive change. For you for those you serve and for wider society. They make a real difference to peoples lives and their community. Were right for people who want a progressive professional and highly challenging/rewarding longterm career where you have the opportunity to control how far and fast you go.
Culture and philosophy
Since 2004 our client has been putting clients at the heart of everything they do. They understand the secret to the success of any organisation is its people and thats why theyre passionate about making their organisation a great place to work.
This means a culture where teams obsess about creating amazing results for their clients. Theyre unashamed about the fact that they work hard work together and are the marketleading professionals in their chosen specialisms. Youll find investment in both your personal and professional development is a top priority for us.
The process
- Fill in the application below and upload your CV
- You may be invited for an initial 15minute telephone interview with our clients HR team
- Innermetrix and workrelated assessments
- 12 hour Interview with the team leader and team members
- Final 30minute culture fit interview with a CEO
Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates at the top of their sport. A minimum of 5 years experience as a qualified level 4 advisor working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required senior wealth management experience.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
