About Skybound Wealth Management
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Spain, UAE, Malaysia, and Mauritius. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance, operations, and tax.
Role Overview
The Inbound Client Associate role is based in our Dubai office, focused on engaging with prospective clients who have registered their interest in Skybound Wealth’s services. These individuals are seeking financial advice as they plan their futures, with the successful candidate there to make the first connection.
You will be responsible for introducing potential clients to Skybound Wealth’s services, understanding their circumstances, and matching them with one of our qualified Wealth Advisors. This is a consultative, client-first sales role that requires a confident, professional phone manner and the ability to quickly build rapport.
You’ll be contacting individuals primarily via phone and email, with occasional in-person meetings depending on the location and nature of the client. Rather than cold outreach, your time will be spent engaging people who are already seeking expert advice.
This is a fantastic opportunity to join a global business with an entrepreneurial culture, strong team support, and a clear pathway for development, including full support to pursue industry qualifications.
Key Responsibilities:
- Follow up on enquiries from online web campaigns, event attendance or introductions from existing clients
- Qualify prospective individual clients and identify suitable solutions based on their needs
- Effectively present the Skybound Wealth proposition and build trust from first contact
- Book consultations for our qualified Wealth Advisors and ensure a smooth handover
- Maintain accurate records and manage client interactions using internal CRM tools
- Identify potential B2B opportunities, alongside our Partnerships Manager
- Collaborate closely with Advisors, Marketing, Partnerships and Operations to support new client onboarding
Desired Skills and Experience:
- Experience dealing with clients in relation to financial services, in a B2C or B2B environment
- Proven success in a proactive sales or client-facing role
- Excellent phone manner—confident, professional, and articulate
- Natural ability to build rapport and overcome objections
- Organised and proactive with strong attention to detail
- Experience using CRM systems and managing client pipelines is a plus
You will benefit from:
- A basic salary relevant to current
- Warm relationships with key strategic partners across the industry
- A collaborative and professional team environment
- The chance to influence and shape lead generation in a growing international business
- Full support to complete industry qualifications and progress your career within the business
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
