Requirements
Background in wealth management, financial planning, or a related advisory discipline is required. Experience working with individual clients on investment or financial planning matters, and familiarity with asset management products and wealth solutions are expected. Strong interpersonal and communication skills suited to a client-facing role are essential. Candidates must be based in or able to work from Dubai, UAE. Relevant professional qualifications in finance or wealth management are typical.
Description
This position is with an asset manager based in Dubai, UAE. The role title is Wealth Coach.The RoleThe Wealth Coach will work within the asset management sector in Dubai. The seniority level and team structure are not specified in available details, but the role sits within a wealth-focused function at an established asset manager.Likely FocusCoaching and supporting wealth management clients or internal advisers on financial planning and investment decisionsDelivering guidance aligned with the asset manager's product and portfolio offeringBuilding and maintaining client relationships within a wealth management contextSupporting clients in understanding their financial goals and translating those into actionable plansWorking across retail or private wealth segments, depending on the team's mandateExpected ProfileBackground in wealth management, financial planning, or a related advisory disciplineExperience working with individual clients on investment or financial planning mattersFamiliarity with asset management products and wealth solutionsStrong interpersonal and communication skills suited to a client-facing roleBased in or able to work from Dubai, UAERelevant professional qualifications in finance or wealth management would be typical for this type of roleAbout MENA CareersMENA Careers is a private equity career platform built for candidates who want better access to recruiters, live opportunities, and market insight. It helps members discover relevant private equity roles, find specialist recruiters, and navigate the search with sharper direction across Dubai, Abu Dhabi, Riyadh, Doha, London, and Singapore. MENA Careers is designed to make the private equity search more focused, more informed, and more effective. For more information, visit joinsenna.com.