Fortis Arbor Wealth
Apply for this rolePrivate Wealth Director
Dubai · Full time · Package discussed at interviewAdvise internationally mobile families and business owners on financial planning, investments, protection and succession, building your own client relationships with the support of our team.
What you will do
- Build and look after a portfolio of private clients
- Carry out thorough fact-finds and write clear, suitable recommendations
- Advise across planning, investment, protection and estate planning
- Review every client plan regularly as their lives change
- Work with Fortis Arbor Capital where clients have wider needs
What you will bring
- Proven experience as a wealth manager or financial adviser, in the UAE or internationally
- A recognised professional qualification, or working towards one
- An established client network, or a clear plan to build one
- High standards of integrity and compliance
- Excellent written and spoken English; other languages welcome
