299 Asset Management Firms jobs in the United Arab Emirates

Wealth Management

AED100000 - AED120000 Y JIGSAW HR CONSULTANTS FZE

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Job Description

Job Summary:

We are seeking a highly motivated and client-focused Wealth Management professional to join our growing team. The successful candidate will be responsible for building, managing, and maintaining client relationships while providing tailored investment solutions, financial planning, and advisory services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).

Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.


• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.


• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.


• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.


• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.


• Ensure compliance with regulatory requirements and internal policies.


• Maintain up-to-date knowledge of financial markets, products, and industry trends.

___

Desired Candidate Profile

Bachelor's degree in Finance, Economics, Business Administration, or related field (MBA or CFA preferred).


• 2-3 years of experience in wealth management, private banking, or financial advisory roles.


• Proven track record of managing HNWI/UHNWI client relationships.


• Deep knowledge of investment products (mutual funds, PMS, AIFs, insurance, etc.).


• Certifications such as CFP, CFA, NISM (Series V-A, Series X-A/B) preferred or required depending on region.


• Strong interpersonal and communication skills.


• Self-driven with a client-centric mindset and strong ethical standards.

___

Preferred Attributes:


• Entrepreneurial mindset with the ability to work independently.


• Ability to build trust and long-term relationships.


• Proficiency in CRM software and portfolio management tools.


• Multilingual skills are a plus (especially for international client base).

___

Compensation & Benefits:


• Competitive base salary + performance-based incentives/commission.


• Health insurance


• Learning & development opportunities and career advancement paths.

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Wealth Management Partner

Dubai, Dubai Independent Resourcing Consultancy Ltd

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Job Description

Our client is a prestigious member of the FTSE 100, managing over 150 billion GBPin Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established internationaloffices in Dubai, Hong Kong, and Singapore.

Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.

The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

- Comprehensive training and development for securing local qualifications and licensing

- Practice management and tailored marketing support

- Access to extensive support resources available to all partners of the client

- Access to research and insights from an industry-leading investment team

- A dynamic and engaging office environment with supportive, driven colleagues

A little about the ideal candidate:

- Degree-holder and industry-qualified level 4 minimum.

- Experienced or currently practicing as an adviser

- Proven track record in business networking

- Exceptional sales skills in advisory services

- Driven by the commitment to providing outstanding client experiences

- Highly motivated and goal-oriented, aspiring to succeed and build a business

If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.

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Head - Wealth management

Dubai, Dubai Qataryello

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Job Description

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

  • Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
  • Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
  • Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
  • Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
  • Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
  • Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
  • Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
  • Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
  • Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
  • A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.
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Wealth Management Consultant

AED90000 - AED120000 Y BricksHomez

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Job Description

About Us
:

Bricks Solutions Financial Consultancy is a leading financial services firm specializing in investment funds, portfolio management, mutual funds, life & general insurance, wealth planning, and financial planning. We are committed to helping clients achieve their financial goals through expert guidance and customized solutions.

Job Overview
:

We are seeking a dynamic and experienced Wealth Consultant to join our team. The ideal candidate will have prior experience as a Relationship Manager or Financial Consultant in insurance and investment domains. You will be responsible for managing client portfolios, providing investment advice, and ensuring long-term financial growth for our clients.

Key Responsibilities
:

  • Identify and approach potential clients through networking, referrals, and direct outreach.
  • Understand clients' financial needs and risk appetite to recommend suitable investment and insurance products.
  • Promote and sell financial solutions including mutual funds, portfolio management services, life & general insurance, and retirement/wealth planning.
  • Conduct regular portfolio reviews and offer rebalancing recommendations.
  • Stay updated on market trends, product developments, and regulatory changes.
  • Maintain strong client relationships to encourage long-term engagement and referrals.
  • Meet monthly and quarterly sales targets set by the management team.
  • Ensure compliance with all regulatory and company policies.

What We Offer
:

  • Attractive salary with performance-based incentives.
  • Career growth opportunities in a rapidly expanding financial consultancy firm.
  • Ongoing training and professional development programs.
  • A dynamic and supportive work environment.

If you are passionate about helping clients achieve their financial goals and have expertise in wealth management, we would love to hear from you

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Head - Wealth management

Dubai, Dubai Qataryello

Posted today

Job Viewed

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Job Description

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

  • Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
  • Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
  • Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
  • Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
  • Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
    • Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
    • Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
    • Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
    • Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
    • A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.
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Wealth Management Specialist

Dubai, Dubai beBeePrivateBankingExpert

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Job Description

Key Responsibilities
  • We are seeking a skilled professional to identify and establish relationships with high net worth individuals, converting prospects into long-term clients.
  • Gain a deep understanding of clients' businesses and sources of wealth generation to provide strategic financial advice.
  • Anticipate significant life and business events that have financial implications and develop solutions to address these needs.
  • Build trusting relationships with client families across generations, establishing long-term connections with the firm.
  • Maintain open communication with clients regarding their expectations and provide tailored solutions to meet their financial goals.
  • Prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.

Candidates should possess 15+ years of experience in Private Banking, having worked with ultra-high net worth clients. They must demonstrate strong relationship selling skills, excellent communication abilities, and advanced analytical skills.

The ideal candidate will be an expert in private banking, with a thorough understanding of clients' businesses and sources of wealth generation.

They must be able to anticipate complex financial situations, conduct in-depth quantitative or qualitative analysis, and develop innovative solutions.

In addition, they will need to maintain full awareness of clients' goals, risk tolerance, and unexpressed needs.

The selected candidate will be required to work closely with product experts to develop long-term strategies, help clients achieve broad financial goals, and create customized solutions addressing investment, risk management, and financing/liquidity needs.

He/she must also set challenging objectives, plan and prioritize daily tasks, establish a referral network, and collaborate with team members.

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Wealth Management Professional

Dubai, Dubai beBeeWealth

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Job Description

Job Title: Wealth Manager

We are seeking an experienced and highly motivated wealth management professional to join our team. This role is crucial in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.

This is a unique opportunity for a skilled and dynamic individual to take on a challenging role in a fast-paced environment. The successful candidate will have the ability to develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.

Key Responsibilities
  1. Develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.
  2. Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  3. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  5. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  6. Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
  7. Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
Qualifications
  1. Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
  2. Minimum of 5 years of experience in wealth management or a related financial advisory role.
  3. Proven track record of managing and growing a portfolio of high-net-worth clients.
  4. Strong knowledge of financial products, investment strategies, and market dynamics.
  5. Excellent communication, negotiation, and interpersonal skills.
  6. Ability to build and maintain long-term client relationships based on trust and integrity.
  7. Proficiency in financial planning software and tools.
  8. A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Skills and Competencies
  1. Strategic thinking and analytical skills.
  2. High level of professionalism and ethical standards.
  3. Client-focused with a commitment to delivering exceptional service.
  4. Strong organizational and time management skills.
  5. Ability to work independently and as part of a team.
Benefits
  1. Competitive salary and performance-based incentives.
  2. Comprehensive health and wellness benefits.
  3. Opportunities for professional development and career advancement.
  4. Supportive and collaborative work environment.

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.

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Wealth Management Partner

Dubai, Dubai Independent Resourcing Consultancy Ltd

Posted today

Job Viewed

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Job Description

Our client is a prestigious member of the FTSE 100, managing over 150 billion GBPin Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established internationaloffices in Dubai, Hong Kong, and Singapore.

Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.

The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

- Comprehensive training and development for securing local qualifications and licensing

- Practice management and tailored marketing support

- Access to extensive support resources available to all partners of the client

- Access to research and insights from an industry-leading investment team

- A dynamic and engaging office environment with supportive, driven colleagues

A little about the ideal candidate:

- Degree-holder and industry-qualified level 4 minimum.

- Experienced or currently practicing as an adviser

- Proven track record in business networking

- Exceptional sales skills in advisory services

- Driven by the commitment to providing outstanding client experiences

- Highly motivated and goal-oriented, aspiring to succeed and build a business

If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

AVP/VP - Wealth Management

AED80000 - AED120000 Y Talengage

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Job Description

The position is for a leading NBFC .

SUMMARY: -

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Roles and Responsibilities :

  • Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.

  • Need to ensure growth of AUM or book size. Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Must ensure the growth of AUM / Book Size.

  • Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

  • Analyze client portfolios and make necessary suggestions. Recommend financial products.

  • Responsible for identifying customer needs and assessing their risk appetite. Provide regular updates to the immediate superior as and when required.

  • Create and enforce plans that will help meet the needs of the customer.

Desired Candidate Profile :

  • 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Graduation / Post Graduation in any discipline.

  • Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

  • MS Office / MS Excel / AMFI / IRDA (Certification). Result Orientation. Customer Focus. Knowledge Driven.

  • Aggression.

  • Continuous Improvement.

  • Planning and Organizing.

  • Interpersonal/ relationship management skills.

  • Passion for acquisition n sales. Knowledge of investment products, macro fundamentals n behavioral finance.

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Wealth Management Compliance Officer

AED120000 - AED240000 Y Goldman Sachs

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Job Description

Job Description
Goldman Sachs Global Compliance is dedicated to protecting the reputation of the firm, managing risk and helping to advance the business of the firm. From global financial centers to important developing markets, Global Compliance professionals interpret and ensure compliance with regulatory requirements and determine how the firm can appropriately pursue global market opportunities. Global Compliance is organized broadly into divisional compliance groups and centralized compliance groups. This role supports the growing Wealth Management Business unit in the MENA region.

Our Impact
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm's culture of compliance. Compliance accomplishes these through the firm's enterprise-wide compliance risk management program. As an independent control function and part of the firm's second line of defence, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm's responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, such as law, accounting, sales, and trading. We look for those who possess sound judgment, curiosity, and are able to adapt to a changing regulatory landscape.

How You Will Fulfill Your Potential

  • Provide advice to the business on live queries and/or transactions
  • Conducting trading and suitability reviews
  • Development and implementation of compliance-related policies and procedures
  • Providing review and sign-off of marketing materials prepared for distribution to clients / prospects
  • Managing compliance-led projects and representing PWM Divisional Compliance on Firmwide and cross regional projects and working groups
  • Impact analysis and implementation of regulatory changes affecting the PWM business
  • Develop and deliver training for business personnel

Basic Qualifications
SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • University degree and/or professional compliance / financial services qualification
  • 3+ years' compliance or other relevant financial services experience. Private wealth management / retail client experience preferred.
  • Adequate knowledge of MENA regulatory environment and local rules
  • Any knowledge of other international regulatory regimes an advantage
  • Experience of conducting trade surveillance or equivalent monitoring activity
  • Good interpersonal skills and effective written/oral communication skills.
  • Strong analytical and problem solving skills with the ability to exercise sound and balanced judgment
  • Attention to detail
  • Ability to handle multiple tasks and work under pressure
  • Team player
  • As a minimum, good proficiency in Microsoft Excel, Power Point and Wor

About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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