{"id":3331771,"url":"https://alion.io/job/high-street-resources-associate-wealth-adviser","title":"Associate Wealth Adviser","company":{"id":4681,"name":"High Street Resources","domain":"highstreetresources.com","url":"https://alion.io/company/highstreetresources","size_band":"51-200","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"A","score":92,"open_postings":22,"ghost_share":0.045,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":148,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dubai, United Arab Emirates"],"countries":["AE"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-27T12:20:51Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-10-31T23:12:09Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":3},"description":"Our client is an established international private banking and wealth management institution, providing personalised financial solutions to private clients.\nThe organisation offers a comprehensive range of investment, banking, wealth planning, and lending services, with a strong focus on client relationships, regulatory compliance, and long-term financial outcomes.\nAs part of its continued development in Dubai, the business is seeking an Associate Wealth Adviser to join its wealth management team.\nRole Overview\nWe are looking for a motivated and client-focused Associate Wealth Adviser to manage a defined portfolio of private clients and deliver high-quality financial advice and wealth management services.\nThe successful candidate will support clients across investments, banking, wealth planning, and lending solutions while ensuring compliance with applicable regulatory standards.\nThis role offers the opportunity to develop advisory expertise, strengthen client relationships, and contribute to portfolio retention and growth within an established international wealth management business.\nKey Responsibilities\nClient Relationship Management\nManage and service an assigned portfolio of private clients.\nBuild trusted relationships through proactive communication and personalised financial advice.\nDeliver high-quality client service across investments, banking, wealth planning, and lending.\nIdentify evolving client requirements and recommend appropriate financial solutions.\nSupport client retention, asset consolidation, and portfolio development.\nRefer complex or higher-value client requirements to senior advisers when appropriate.\nFinancial Advisory & Wealth Management\nProvide financial, investment, and lending advice aligned with individual client needs.\nPrepare suitability reports, financial recommendations, and client communications.\nAssist clients in understanding available investment and wealth management solutions.\nSupport the transition of clients to senior advisory segments as their financial requirements become more sophisticated.\nMaintain accurate client records and documentation in accordance with internal and regulatory requirements.\nCompliance & Risk Management\nEnsure all financial advice complies with applicable regulatory requirements and internal policies.\nMaintain high standards of professional conduct, client suitability, and risk awareness.\nKeep up to date with regulatory developments, financial markets, and relevant investment products.\nEnsure client servicing and advisory activities are completed accurately and within required timelines.\nCollaboration & Professional Development\nWork closely with Wealth Advisers, Senior Wealth Advisers, administrative teams, and product specialists.\nContribute to efficient client service delivery and positive client outcomes.\nContinuously develop technical knowledge and financial advisory capabilities.\nMaintain relevant professional qualifications and complete ongoing professional development requirements.\nProgress towards higher-level advisory qualifications where applicable.\nCandidate Requirements\nExperience within private banking, wealth management, financial advisory, or regulated financial services.\nDemonstrated ability to manage client relationships and deliver appropriate financial advice.\nGood understanding of investment products, financial markets, wealth planning, and lending solutions.\nKnowledge of regulatory requirements, client suitability, and governance standards.\nStrong interpersonal and communication skills with a client-focused approach.\nCommercial awareness and ability to identify appropriate opportunities for portfolio development.\nExcellent organisational skills, attention to detail, and ability to manage multiple priorities.\nProficiency in CRM systems, financial planning tools, and Microsoft Office.\nAbility to work independently while contributing effectively to a wider advisory team.\nQualifications\nEssential: RDR-compliant financial advice qualification, minimum Level 4.\n Desirable: CeMAP or equivalent regulated lending qualification.\nCommitment to ongoing professional development and maintenance of relevant regulatory qualifications.\nThe Opportunity\nThis position offers the opportunity to develop a long-term career within an established international private banking and wealth management organisation.\nThe successful candidate will 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