Client Support Liaison

Posted 3 Days Ago
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Dubai, ARE
In-Office
Junior
Financial Services
The Role
Supports a senior financial adviser by managing client administration, meeting materials, documentation, workflows, light paraplanning, research, correspondence, and report preparation. Liaises with clients, providers, and internal teams to progress cases, uses technology platforms to improve service, and maintains strict compliance standards across international entities.
Summary Generated by Built In

About Us

Skybound Wealth Management is a global advisory group with regulated entities across the UK, EU, USA, Switzerland, UAE and beyond. We advise international professionals and families, backed by a world-class operations, tech, and compliance framework.

Dubai is the heartbeat of our business. It’s where expat wealth meets global ambition, and where Skybound has just been recognised with multiple awards including Company of the Year and Excellence in Client Service.

The Opportunity

We’re looking for a polished, capable professional to join the personal team of one of Skybound’s top advisers. This is more than admin. This is the engine room of a high-performing advisory practice.

You will be the person who keeps the adviser operating at the highest level, supports client relationships that span continents, and makes sure every touchpoint is seamless.

Why This Role Stands Out

  • You’ll sit inside a high-profile adviser team

  • Direct exposure to international, high-value clients

  • Access to Skybound’s tech: Salesforce, Plume, MoneyMap, AI-driven tools

  • A clear pathway to progress within an award-winning global firm

  • A role where your standards, pace, and precision genuinely matter

Key Responsibilities

  • Own the adviser’s client admin end-to-end: meeting packs, documentation, workflow management

  • Support light paraplanning tasks: research, letters, drafting, report preparation

  • Use Skybound’s tech platforms to streamline processes and elevate the client experience

  • Liaise with providers, internal teams, and clients to keep cases moving with zero friction

  • Maintain the high compliance standards expected across all Skybound entities

What You Bring

  • Minimum 2 years’ experience in financial services, ideally adviser support or admin

  • High-level organisation, accuracy, and attention to detail

  • Strong communication skills and professionalism with senior clients

  • Tech-confident and quick to learn new systems

  • Ability to work in a fast, demanding, quality-driven environment

What You’ll Get

  • Competitive salary and benefits package

  • Employment visa and medical insurance

  • A front-row seat inside one of Skybound’s most dynamic adviser teams

  • Daily exposure to international clients and strategic partners

  • Career progression in a growing, award-winning Dubai business

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

Skills Required

  • At least 2 years of experience in financial services
  • Experience in adviser support or administration
  • High-level organisation, accuracy, and attention to detail
  • Strong communication skills and professionalism with senior clients
  • Confidence using technology and ability to learn new systems quickly
  • Ability to work in a fast-paced, demanding, quality-driven environment
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The Company
HQ: London
150 Employees
Year Founded: 2000

What We Do

Skybound Wealth Management is an international independent financial advisory and wealth management group serving internationally connected individuals and families. It provides tailored financial advice and bespoke plans covering investments, pensions, property, inheritance planning, international moves, and long-term financial security. The company combines global reach, local insight, and specialist teams in wealth planning, compliance, and operations across the UK, USA, Switzerland, Europe, and Middle East.

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