Client Support Liaison
Skybound Wealth Management
Employer Active
Posted 13 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Key Responsibilities
- Support the adviser with client administration: preparing meeting packs, handling documentation, and managing workflows.
- Provide light paraplanning support where needed: helping research, drafting letters, and assisting with reports.
- Use our technology platforms to streamline admin processes, track client progress, and support adviser delivery.
- Liaise with providers, internal teams, and clients to keep the advice process moving seamlessly.
- Maintain compliance with Skybound s high internal standards.
Why Join Skybound Wealth in Dubai?
- Work directly with a high-profile adviser and be part of their personal client team.
- Competitive salary and benefits, with career progression opportunities.
- Be at the centre of an award winning team in Dubai.
Desired Candidate Profile
Desired Skills and Experience
- At least 2 years experience in financial services, ideally in adviser support, administration, or client support.
- Highly organised, detail-oriented, and of course be proactive.
- Strong written and verbal communication skills, with professionalism in high-profile settings.
- Comfortable with technology and open to learning new platforms.
Company Industry
Department / Functional Area
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Skybound Wealth Management