250 Asset Allocation jobs in the United Arab Emirates
Sales Trader - Multi-Asset Products
Job Viewed
Job Description
Get AI-powered advice on this job and more exclusive features.
PhillipCapital (DIFC) Pvt Ltd is a leading financial institution with a strong global presence, offering a comprehensive suite of financial products and services to institutional, corporate, and retail clients. As part of the wider PhillipCapital Group, we are committed to providing innovative solutions and exceptional client service. We are expanding in setting up a team and seeking a highly driven and experienced pure sales professional to focus on the Abu Dhabi market.
Job Summary :
We are looking for a dynamic and results-oriented Sales Trader to join our team in Dubai. This is a pure sales role, focused on acquiring, developing, and managing high-net-worth individual (HNWI), institutional, and corporate clients in Abu Dhabi and the wider GCC region. The successful candidate will leverage their extensive market knowledge and strong network to drive revenue growth across a diverse range of financial products.
Responsibilities :
Business Development :
- Actively acquire new clients within UAE (especially Abu Dhabi ) and across the GCC, focusing on those interested in a broad range of multi-asset products.
- Leverage your existing client network and industry connections to generate new business leads.
- Develop and maintain strong relationships with key clients, providing exceptional service and support.
- Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
- Promote our comprehensive suite of financial products, including :
- GCC Equities : In-depth understanding of regional stock markets (ADX, DFM, Tadawul, etc.) and related trading strategies.
- US Equities : Strong knowledge of major US exchanges and equity investment products.
- Exchange Traded Derivatives : Expertise in futures, options, and other derivatives across various asset classes.
- Spot FX CFDs : Proficient in foreign exchange markets and CFD trading.
- Structured Notes : Ability to explain and position structured products to meet client needs.
- Global Bonds Fixed Income : Comprehensive understanding of bond markets, credit, and interest rate products.
- Provide market insights and trading ideas to clients, helping them make informed investment decisions.
- Stay informed about market trends and competitor activities to identify opportunities and develop effective sales strategies.
Onboarding & Compliance :
- Manage the client onboarding process, ensuring compliance with all regulatory requirements.
- Educate clients on trading procedures, risk management, and relevant regulations.
- Adhere strictly to all regulatory requirements and internal compliance policies.
Revenue Generation :
- Achieve monthly revenue targets by driving sales and maximizing client engagement.
- Identify and pursue upselling and cross-selling opportunities within your client portfolio.
Qualifications :
Education & Experience :
- Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred).
- 2-3 years of demonstrable pure sales experience in financial services, with a strong focus on client acquisition in Abu Dhabi and the GCC.
- Proven track record of exceeding sales targets in a competitive financial market.
- Extensive experience and deep understanding of GCC Equities, US Equities, Exchange Traded Derivatives, Spot FX CFDs, Structured Notes, and Global Bonds Fixed Income.
- Experience in execution of client trades after thorough verification via call or email, ensuring best execution.
- A strong existing client base in the GCC region is highly advantageous, and a transferable client portfolio is a plus.
- Excellent communication, negotiation, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a dynamic team.
- In-depth knowledge of UAE and GCC regulatory requirements related to securities trading.
- Fluency in English is essential; Arabic speaking is preferable.
- Relevant financial licenses and certifications (e.g., UAE Financial Regulations, CFA) are a plus.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Referrals increase your chances of interviewing at PhillipCapital (DIFC) Private Limited by 2x
Get notified about new Sales Trader jobs in Dubai, Dubai, United Arab Emirates .
Head of Sales & Business Development – CFD Trading Platform
Dubai, Dubai, United Arab Emirates 10 hours ago
Structured Products Sales & Trading Assistant
Sales Manager (Arabic Speaker)- Dubai, UAE
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
J-18808-Ljbffr
#J-18808-LjbffrJob No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
Associate - Asset Allocation
Posted today
Job Viewed
Job Description
Abu Dhabi based investments firm
- Design and implement quantitative models for asset allocation and portfolio construction across private market strategies.
- Analyze fund-level and SMA-level performance, risk exposures, and capital efficiency using statistical and financial modeling tools.
- Collaborate with deal teams to assess investment opportunities and integrate quantitative insights into portfolio decisions.
- Develop scenario analysis, stress testing frameworks, and optimization algorithms to support strategic capital allocation.
- Maintain and enhance firmwide analytical tools and dashboards for investment strategy and performance monitoring.
- Contribute to investment committee materials with data-driven insights and recommendations.
- Support the development of proprietary risk models tailored to private market assets.
- Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA or CFA designation preferred.
- 2-5 years of experience in investment management, with a focus on capital allocation and private markets
- Strong quantitative and analytical skills, with proficiency in Python, R, MATLAB, or similar tools.
- Experience with portfolio optimization, Monte Carlo simulations, and statistical modeling.
- Familiarity with private market investment structures and valuation methodologies.
- Proven ability to interpret complex datasets and translate them into actionable investment insights.
- Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders.
- Strategic thinker with a deep understanding of market dynamics and investment frameworks.
- Ability to thrive in a fast-paced, collaborative environment.
Asset Allocation Specialist
Posted today
Job Viewed
Job Description
Job Overview:
Associate, Investment ManagementAs an Associate in Investment Management, you will play a vital role in conducting asset allocation and portfolio management activities. Your responsibilities will include performing in-depth fund analysis, leading fund manager selection, and managing investment due diligence processes independently.
You will also be responsible for preparing and presenting investment recommendations to clients, engaging in client meetings, and maintaining strong analytical, verbal, and written communication skills for internal and external reporting.
Key Responsibilities:- Conduct comprehensive asset allocation and portfolio management activities to ensure optimal returns on investments.
- Perform thorough fund analysis and lead the process of selecting fund managers that align with our investment strategy.
- Manage independent investment due diligence processes to identify potential risks and opportunities.
- Presentation of investment recommendations to clients through clear and concise reports and presentations.
- Engage in regular client meetings to build strong relationships and provide updates on investment performance.
- Maintain high-quality analytical, verbal, and written communication skills for effective internal and external reporting.
- 6+ years of experience in investment management, preferably from top-tier global firms.
- Strong expertise in fund analysis, manager selection, and due diligence processes.
- Demonstrated knowledge of asset allocation, portfolio construction, and risk analysis.
- CFA charter (preferred).
- Global investment exposure and familiarity with best practices.
- Excellent analytical, verbal, and written communication skills.
- Comfortable leading client meetings and presenting investment recommendations.
- Experience working with UHNWIs, family offices, and institutional investors.
- Background in accounting, legal structuring, or tax advisory is a plus.
- Exposure to real estate, eco-tourism, or alternative sectors is advantageous.
- Arabic language skills preferred but not required.
- Brings an expat perspective and international experience.
We offer a dynamic work environment that fosters collaboration and growth. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.
Associate - Asset Allocation
Posted 2 days ago
Job Viewed
Job Description
Abu Dhabi based investments firm
- Design and implement quantitative models for asset allocation and portfolio construction across private market strategies.
- Analyze fund-level and SMA-level performance, risk exposures, and capital efficiency using statistical and financial modeling tools.
- Collaborate with deal teams to assess investment opportunities and integrate quantitative insights into portfolio decisions.
- Develop scenario analysis, stress testing frameworks, and optimization algorithms to support strategic capital allocation.
- Maintain and enhance firmwide analytical tools and dashboards for investment strategy and performance monitoring.
- Contribute to investment committee materials with data-driven insights and recommendations.
- Support the development of proprietary risk models tailored to private market assets.
- Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA or CFA designation preferred.
- 2-5 years of experience in investment management, with a focus on capital allocation and private markets
- Strong quantitative and analytical skills, with proficiency in Python, R, MATLAB, or similar tools.
- Experience with portfolio optimization, Monte Carlo simulations, and statistical modeling.
- Familiarity with private market investment structures and valuation methodologies.
- Proven ability to interpret complex datasets and translate them into actionable investment insights.
- Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders.
- Strategic thinker with a deep understanding of market dynamics and investment frameworks.
- Ability to thrive in a fast-paced, collaborative environment.
#J-18808-Ljbffr
Associate - Asset Allocation
Posted 3 days ago
Job Viewed
Job Description
As a Quantitative Investment Professional, you will play a pivotal role in developing and implementing asset allocation and portfolio construction strategies across the firm's funds and SMAs. You will leverage advanced quantitative techniques to optimize capital deployment, support investment decision-making, and enhance portfolio performance across private markets. Client Details Abu Dhabi based investments firm Description * Design and implement quantitative models for asset allocation and portfolio construction across private market strategies. * Analyze fund-level and SMA-level performance, risk exposures, and capital efficiency using statistical and financial modeling tools. * Collaborate with deal teams to assess investment opportunities and integrate quantitative insights into portfolio decisions. * Develop scenario analysis, stress testing frameworks, and optimization algorithms to support strategic capital allocation. * Maintain and enhance firmwide analytical tools and dashboards for investment strategy and performance monitoring. * Contribute to investment committee materials with data-driven insights and recommendations. * Support the development of proprietary risk models tailored to private market assets. Job Offer Opportunity to join a leading organisation with a growing team
Requirements
* Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA or CFA designation preferred. * 2-5 years of experience in investment management, with a focus on capital allocation and private markets * Strong quantitative and analytical skills, with proficiency in Python, R, MATLAB, or similar tools. * Experience with portfolio optimization, Monte Carlo simulations, and statistical modeling. * Familiarity with private market investment structures and valuation methodologies. * Proven ability to interpret complex datasets and translate them into actionable investment insights. * Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders. * Strategic thinker with a deep understanding of market dynamics and investment frameworks. * Ability to thrive in a fast-paced, collaborative environment.
About the company
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world. The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of: Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.
Senior Investment Strategy Professional
Posted today
Job Viewed
Job Description
This is an exciting opportunity for a driven professional to join our team as an Associate Investment Consultant.
The ideal candidate will have experience working in a client-facing investment role, ideally with top-tier consultancies, asset owners, or asset managers. A strong understanding of Middle Eastern investment trends and private market dynamics is an advantage.
As an Associate Investment Consultant, you will be part of a dynamic team that shapes investment strategies and delivers innovative solutions to clients. You will have access to global training, mentorship, and opportunities to advance within our Wealth business.
Key Responsibilities:- Client-Facing Approach: Take a client-facing approach to crafting investment strategies while growing your skills in a collaborative high-performing team.
- Supporting Asset Allocation: Support the development of asset allocation and portfolio construction for diverse client portfolios.
- Research and Analysis: Conduct research and analysis with a focus on private markets and alternative investments.
- Client Communication: Collaborate with clients to evaluate investment performance and refine strategies.
You will work shoulder-to-shoulder with leading organizations to shape investment strategies that matter. Our team is dedicated to delivering innovative solutions to clients and driving growth through strategic partnerships.
Why Join Us?- Impact: Work on projects that have a tangible impact on our clients' businesses.
- Growth: Access global training, mentorship, and opportunities to advance within our Wealth business.
- Culture: Join a diverse and inclusive team that celebrates bold ideas and supports your professional journey.
Our office in Dubai offers stunning views and a collaborative workspace to inspire your best work. We are committed to creating a world-class environment that fosters innovation and growth.
Based in Dubai, you will enjoy a world-class city known for its innovation, safety, and quality of life.
Senior Director of Investment Strategy
Posted today
Job Viewed
Job Description
Job Title:
Senior Manager, Wealth and Investment Products
About the Role:
We are seeking a highly skilled and experienced Senior Manager to oversee the portfolio management and strategic direction of wealth and investment products. The successful candidate will be responsible for developing and implementing competitive and compliant investment solutions that enhance our wealth management portfolio.
The ideal candidate will have a deep understanding of investment strategies, financial products, and client relationship management. They will work closely with senior leadership, product teams, and sales teams to drive revenue growth and meet client needs.
Key Responsibilities:
- Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products, and alternative investments.
- Identify market trends and client needs to create innovative investment solutions that align with our strategic objectives.
- Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite.
- Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand our market share in wealth management.
- Monitor competitor offerings, regulatory changes, and market developments to keep our product lineup relevant and compliant.
- Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies.
- Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement.
- Lead digital-first agenda in collaboration with the digital team.
- Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high.
- Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs).
- Evaluate all investment products to ensure they comply with regulatory standards and internal risk management policies.
- Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability.
- Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders.
Expert Leader in Wealth and Investment Strategy
Posted today
Job Viewed
Job Description
The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management.
This position involves collaborating with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank's wealth management portfolio.
Key Responsibilities- Product Development and Management
- Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products, and alternative investments.
- Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives.
- Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite.
- Strategic Planning and Execution
- Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank's market share in wealth management.
- Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant.
- Channel Support and Training
- Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies.
- Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement.
- Lead digital-first agenda in collaboration with the digital team.
- Client Relationship Management
- Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high.
- Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs).
- Risk and Compliance Management
- Ensure all investment products comply with regulatory standards and internal risk management policies.
- Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank's standards for product quality and compliance.
- Financial Analysis and Reporting
- Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability.
- Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders.
To be successful in this role, you will need:
- 8-10 years of experience in Product Development in Wealth and Investment Products.
Be The First To Know
About the latest Asset allocation Jobs in United Arab Emirates !
Chief Investment Officer (CIO) - Global Investment Strategy, UAE
Posted today
Job Viewed
Job Description
We are conducting an executive search on behalf of a leading UAE-based investment platform to appoint a Chief Investment Officer (CIO). This senior role offers a rare opportunity to lead global and regional investment strategy for a high-impact, diversified platform operating across sectors including private equity, M&A and structured finance. As CIO, you will oversee the end-to-end investment lifecycle—from origination and execution through to portfolio optimisation and exits. This is a strategic role for a proven investment leader ready to drive capital deployment and long-term value creation.
Strategic Investment Leadership- Define and implement a scalable investment strategy aligned with business growth goals.
- Lead capital allocation, cross-border M&A transactions, and structured finance activities.
- Oversee joint venture performance and strategic investor partnerships.
- Build investment governance, capital planning, and decision-making frameworks.
- Originate and lead complex investment deals (including private equity, venture capital and strategic acquisitions).
- Supervise due diligence, valuation models, and financial structuring.
- Maximise portfolio value through performance tracking, risk analysis, and exit planning.
- Drive post-investment value creation with strategic oversight.
- Develop senior relationships with sovereign wealth funds, investment banks, and global financial partners.
- Act as the executive representative at global forums and investor summits.
- Deliver real-time market analysis to inform board and C-suite decisions.
- Implement robust investment risk frameworks and ensure legal/regulatory compliance.
- Lead internal governance across reporting, controls, and operational transparency.
- Demonstrated success in investment banking, asset management, private equity, or corporate finance.
- Leadership experience running high-performing, cross-functional investment teams.
- Strong technical capability in financial modelling, valuation, and risk management.
- Experience working in international markets and managing high-growth portfolios.
Hanson Search is a leading talent advisory and executive search B Corp consultancy with consultants based across the UAE , UK, USA, and Europe. We specialise in business-critical roles that drive revenue, reputation, and risk, with dedicated teams in Communications, Government Relations, Financial Communications, Investor Relations , Public Affairs, Marketing, Digital Marketing, Sustainability & Social and C-Suite Recruitment. Please click here to find out about more about Hanson Search .
We are committed to equality of opportunity for all. You can access our Diversity and Inclusion Policy here . #J-18808-LjbffrChief Investment Officer (CIO) – Global Investment Strategy, UAE
Posted 2 days ago
Job Viewed
Job Description
We are conducting an executive search on behalf of a leading UAE-based investment platform to appoint a Chief Investment Officer (CIO). This senior role offers a rare opportunity to lead global and regional investment strategy for a high-impact, diversified platform operating across sectors including private equity, M&A and structured finance. As CIO, you will oversee the end-to-end investment lifecycle—from origination and execution through to portfolio optimisation and exits. This is a strategic role for a proven investment leader ready to drive capital deployment and long-term value creation.
Strategic Investment Leadership- Define and implement a scalable investment strategy aligned with business growth goals.
- Lead capital allocation, cross-border M&A transactions, and structured finance activities.
- Oversee joint venture performance and strategic investor partnerships.
- Build investment governance, capital planning, and decision-making frameworks.
- Originate and lead complex investment deals (including private equity, venture capital and strategic acquisitions).
- Supervise due diligence, valuation models, and financial structuring.
- Maximise portfolio value through performance tracking, risk analysis, and exit planning.
- Drive post-investment value creation with strategic oversight.
- Develop senior relationships with sovereign wealth funds, investment banks, and global financial partners.
- Act as the executive representative at global forums and investor summits.
- Deliver real-time market analysis to inform board and C-suite decisions.
- Implement robust investment risk frameworks and ensure legal/regulatory compliance.
- Lead internal governance across reporting, controls, and operational transparency.
- Demonstrated success in investment banking, asset management, private equity, or corporate finance.
- Leadership experience running high-performing, cross-functional investment teams.
- Strong technical capability in financial modelling, valuation, and risk management.
- Experience working in international markets and managing high-growth portfolios.
Hanson Search is a leading talent advisory and executive search B Corp consultancy with consultants based across the UAE, UK, USA, and Europe. We specialise in business-critical roles that drive revenue, reputation, and risk, with dedicated teams in Communications, Government Relations, Financial Communications, Investor Relations, Public Affairs, Marketing, Digital Marketing, Sustainability & Social and C-Suite Recruitment.Please clickhereto find out about more aboutHanson Search.
We are committed to equality of opportunity for all. You can access our Diversity and Inclusion Policyhere.#J-18808-Ljbffr
Financial Planning
Posted today
Job Viewed
Job Description
Position Function: Strategic Partner
Employment Type: Full Time
Job Location: Abu Dhabi Emirate, United Arab Emirates
Job Purpose:
The primary role of the Financial Planning and Analysis Officer is to support the financial planning and analysis functions within the company, including financial modeling, budgeting, forecasting, and variance analysis. You will assist in analyzing financial data, preparing reports, and ensuring the efficiency and effectiveness of financial planning operations.
Key Responsibilities:
- Assist in analyzing financial data and performance metrics to identify trends and highlight improvement opportunities.
- Support strategic planning activities (e.g., long-term financial projections, feasibility inputs, basic due-diligence analysis).
- Support overall financial planning and analysis responsibilities, ensuring data integrity and consistency.
- Collaborate with Finance, Procurement, and other departments to gather, validate, reconcile financial and operational data, ensuring accuracy and completeness.
- Ensure adherence to internal controls, policies, procedures, approval matrix, and reporting timelines; support internal and external audit requests with schedules and evidence.
- Coordinate annual budget data collection; challenge and refine submissions to align with growth plans. Prepare consolidation files and working papers.
- Support monitoring and controlling periodic budgets.
- Prepare monthly/quarterly management reports: P&L, balance sheet, cash flow, KPI dashboards, and commentary.
- Perform variance analysis (actuals vs. budget/forecast), investigate deviations, and provide explanations.
- Build and maintain financial models (revenues, utilization, pricing, headcount, CAPEX/OPEX), ensuring version control and auditability.
- Support budget re-allocations and monitor spending against approved limits.
- Assist in investment/business case evaluation (NPV, IRR, payback) and feasibility studies.
- Identify and quantify cost optimization and revenue enhancement opportunities; maintain a benefits tracker.
- Maintain data quality in ERP/reporting tools; drive automation of reports and dashboards in coordination with IT/Finance.
- Provide guidance on budgeting, forecasting, and KPI management.
Job Requirements:
- Bachelor's degree in finance, accounting, or a related field.
- Minimum 4 years of relevant experience.
- Professional certification (e.g., CPA, CFA, ACCA, CMA) partially qualified or in progress.
- Strong understanding of financial statements, budgeting/forecasting, variance analysis, and financial modeling, with working knowledge of IFRS.
- Proficiency in Excel and PowerPoint; experience with ERP and BI/reporting tools (e.g., Power BI) is advantageous.
- Excellent communication and presentation skills.
- Strong stakeholder management skills and attention to detail.