Senior Associate - Wealth Management

Dubai, United Arab Emirates · Financial Planning

Description

AES International is looking for next-generational missionaries with extraordinary skills to help accomplish our mission of transforming an industry into a profession. An impactful, challenging and rewarding role for a professional searching for a different type of organisation with a massive mission.

If you are passionate about helping people and would like to accomplish something, join us in our mission to create positive change and let’s begin our journey to make the world healthy, wealthy and wise.


The role of the Senior Associate is to deliver outstanding financial planning advice to AES clients in line with the strategy directed by the Client Service Advisers. This role will oversee the client work within the team and act as a role model for all junior staff.

Where appropriate this role may also include management responsibilities and may have opportunity for development of business development skills.

Primary Responsibilities:


Main Duties

Client Service Delivery

(Value – Make it Happen)


Achieve Good Client Outcomes

(Value – Lead from the Front)


Staff Management and Working as a Team

(Value – Working Together)


Achieve Performance Targets

(Value – Thinking with Purpose)


Conduct

(Value – Be the Difference)

Ensure team complies with the regulatory and legal environment

Requirements

Knowledge and Qualifications

Skills and Attributes

Think strategically, anticipate future consequences and trends and incorporate them into the organisational and/or team plans
Work effectively as a member of a team
Relate well to staff across AES
Initiate projects and take responsibility for continuous improvement
Work under pressure and to tight deadlines

Experience

Benefits

Private medical insurance

Life Assurance

Professional qualification support and membership fees

Training and unlimited books

Profit share

Birthday holiday

Annual flight allowance

Pension/EOSG

Free financial planning

Reduced admin fees on Index Account

Volunteering Time Off

Employee Referral Scheme

Long Service Award

Rewarding Excellence


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