About Job

StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.

We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.

Responsibilities

• Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's 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 StashAway 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 clients

• Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects They Might Work On:

• Establishing a Financial Wellness Program where you are required to proactively reach out to companies to deliver educational sessions.

• Organizing client facing events

• Revamping our client engagement model

Accountabilities of the role:

• Driving existing HNW / Premium client AUM

• Proactively identifying and onboarding new clients

• Hands-on and build long-term client relationships

Benefits

Employee financial and physical well-being

• Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

• Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

• Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

• Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

• Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

• Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

• Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

• Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

• Minimum 5 years of client-facing experience in sales development with affluent/HNW clients