Senior Wealth Planner/ Manager - Dubai

Our client, a regulated and fully independent financial planning advisory and wealth management firm operating under DIFC, is seeking to hire a Senior Financial Planner/Wealth Manager to strengthen their Dubai office.

You will be joining a team with a transferable book of clients who have historically been charged fees and operated on commission structures. The average client size is approximately $1.2 million, and the firm is looking for an advisor experienced in managing client portfolios ranging from $1 million to $10 million.

The candidate has a proven track record of selling commission-based investment products (excluding regular savings plans) and is now aiming to transition into a properly regulated, ethical advice-driven business model. Key responsibilities will include managing relationships with High-Net-Worth (HNW) clients, conducting cash flow modelling, and developing bespoke financial strategies tailored to individual client needs.

The ideal app...