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Wealth Advisor

StashAway

StashAway

Dubai - United Arab Emirates
Posted on Tuesday, April 9, 2024

This is a unique opportunity to be the key driver in building StashAway’s business in The UAE, changing how consumers experience investing and wealth management. As part of a regional high-growth FinTech scale-up, you will work in a diverse and fast-paced environment, focusing on the responsibilities defined below while also contributing to the overall leadership of the UAE business. If you want a good challenge, enjoy solving meaningful problems, and are looking for hands-on experience scaling up a regional FinTech company in The UAE — then StashAway is the company you are looking for.

The right candidate is a motivated leader with a strategic mindset, strong client management skills, and solid investment knowledge, coupled with emotional intelligence and the desire to understand the inner workings of a leading regional FinTech company.

Responsibilities:

Wealth advisory and Business Development

  • Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's HNW customer base.
  • Proactively assist clients to understand their needs and objectives; effectively communicate StashAway’s product value proposition through proposals and presentations.
  • Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
  • Provide understanding of the markets and SA products for the benefit of the client and to deepen loyalty with the brand.
  • Deliver seminars on a variety of financial and market topics to nurture current and prospective client base.
  • Have up-to-date knowledge of financial products for HNW, markets and be able to communicate on it to clients in both written and verbal form.

Investment Oversight

  • Develop a solid understanding of StashAway’s investment framework and investment management processes.
  • Deliver investment monitoring and reporting requirements as prescribed in the operating manual and license conditions.

Team leadership

  • Be the leader in the local office, invest in the team’s development, and nurture a conducive working culture
  • Be even-tempered, resilient, adaptable, and an effective communicator