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Private Wealth Adviser

Are you a skilled Private Wealth Adviser who believes in adding value to clients by understanding their needs and goals? Can you build strong long-term relationships and drive a business forward?
swissglobal is seeking for committed financial services visionaries whom are experts in building relationships that matter. You will be at least Level 4 qualified, or have 3+ years of experience in other areas of financial services, with transferable skills. You will be joining our teams in Dubai, giving you a new window of experiences and a vibrant lifestyle.
If you are passionate about helping people achieve their financial goals, and would like to grow both personally and professionally, join us as we bring benefit to clients and help people prepare financially for tomorrow. 
Your role

  • To provide outstanding financial planning advice to our global clients
  • Create and maintain long-lasting relationships with clients
  • Be a brand ambassador for swissglobal
  • Lead, and act as a role model, for junior members of staff
  • Take to heart our commitment to responsiveness, transparency and excellence
  • Be proactive in finding areas of improvement to boost client engagement
  • Always comply with the regulatory and legal environment

Your experience and qualifications

  • Level 4 qualifications or 3+ years in related financial services roles
  • A track record backed by results
  • Experience in, and proof of, ensuring outstanding client service delivery
  • Evidence of proactive engagement with clients 

The benefits we offer you

  • International experience in vibrant locations
  • Fantastic career in Financial Services with uncapped earning potential
  • A career packed with growth opportunities
  • Extensive learning, development and training support
  • Sponsored study, upskilling and accreditation opportunities
  • OTE $200,000 ++

Qualifications

  • L3 qualifications or 3+ years in related financial services roles
  • A track record backed by results
  • Experience in, and proof of, ensuring outstanding client service delivery
  • Evidence of proactive engagement with clients 

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