Description:
Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners.
The role
- Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews.
- Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales.
- Any advice you give is given under the licensed partner firm's arrangements and follows its advice process.
- Work with investment and compliance colleagues, and with the partner firm.
- Help shape the client journey, the review process and the Yestella Academy.
- Build relationships in your market with relocation lawyers, tax advisers, schools and banks.
What you bring
- Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients.
- Relevant DFSA/ADGM/SCA experience; CISI UAE Financial Rules & Regulations an advantage. Registration or certification would be through the licensed firm through which advice is given. We support study and exam costs.
- Professional fluency in English. Arabic, Russian or Hindi an advantage.
- Sound judgement on suitability, conflicts and conduct, and a clean regulatory record.
- Visa through the UAE-licensed employing entity or partner when the role starts.