15 Banking Advisor jobs in the United Arab Emirates

Joining Mirabaud means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 15 offices.

1. Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers and clients, based on regulatory context, BO domicile, and investment strategy;
2. Create and develop tailor-made investment proposals:
   • Create proposals in a portfolio context based on client's risk profile;
   • Prepare bespoke investment proposals for acquiring new business as well as for existing clients;
   • Provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies;
3. Ensure compliance with predefined portfolio parameters;
4. Monitor and analyze portfolios, carrying out detailed portfolio and performance reviews;
5. Execute and document trades, manage cash flows, and create client reports;
6. Support and assist Relationship Managers:
   • In general investment questions and activities;
   • In client acquisition and retention;
   • To identify profitable investment opportunities;
   • To optimize revenue generation;
7. Update risk profiles for clients where required, in coordination with RMs.

1. Bachelor’s degree in Finance, Economics, or Business Management;
2. Minimum 5-10 years of experience in a Wealth Management Advisory role;
3. Understanding of asset allocation and common portfolio and investment strategies. Experience in equities, fixed income, structured products, FX, commodities, and Private Equities;
4. Excellent communication and presentation skills, both verbal and written in English; additional languages are an asset.

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, regardless of your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to support work-life balance;
• Cultural and sporting activities during free time;
• Commitment to inclusion and equal treatment;
• Various employee benefits and family-friendly policies.

Notes:

• Only candidates selected for an interview will be contacted. Thank you for your understanding.
• We do not accept CVs from agencies.

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking an Alternative Investment Advisor to join their dynamic team. The successful candidate will provide expert financial advice and personalized investment strategies to clients, leveraging digital tools and interactive platforms to ensure a seamless and efficient advisory experience.

Key Responsibilities:

1. Client Engagement: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
2. Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
4. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
5. Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
6. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
7. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

Qualifications:

1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
2. Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
3. Skills:
1. Strong analytical and quantitative skills.
2. Excellent communication and interpersonal skills.
3. Proficiency in using digital tools and interactive platforms.
4. Ability to work independently and as part of a team.
4. Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
5. Language: Fluency in English is required.

What Our Client Offers:

1. Competitive Package with Attractive Commission.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional growth and development.
4. A collaborative and innovative work environment.
5. Access to cutting-edge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

Job Description: Financial Consultant
We are looking for an experienced Financial Consultant:

• Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth.
• Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients.
• Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
• Producing financial reports and communicating to clients what the figures mean.
• Meeting all regulatory requirements.
• Keeping up to date with the latest financial products and regulatory changes.

Minimum 5 years of professional experience in Oracle Financial applications implementation including minimum 5 ERP implementation cycles which includes UAE localization experience in the relevant modules.

• Conduct project activities in line with project plan and scope within time, quality, and budget constraints.
• Conduct business requirements sessions.
• Assist in account reconciliation, period closing and VAT returns submission.
• Assist in Building integration with Legacy systems.

Your Growth

Driving lasting impact and building long‑term capabilities with our clients is not easy work. You are the kind of person who thrives in a high‑performance/high reward culture – doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.

In return for your drive, determination, and curiosity, we’ll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you’ll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.

When you join us, you will have:

• Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast‑paced learning experience, owning your journey.
• A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
• Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
• World‑class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well‑being for you and your family.

You will join a client service team to help clients build capabilities in delivery and execution, both during an active project and continuing after our consultants have shared their recommendations.

We will expect you to go the extra mile, delivering solutions that solve immediate problems and drive long‑term change. We will rely on your judgment and integrity to ensure our recommendations are effective and long‑lasting.

As you collaborate directly with clients, you will help them solve problems, refine strategies, and implement transformations.

By equipping them with the tools and knowledge to continue innovating and improving after we’ve left, you will ensure the impact of our work endures. In doing so, you will uphold McKinsey’s commitment to making a meaningful difference in the industries and communities we serve.

You will receive training on how to better structure ambiguous problems and take action to solve them as well as synthesize clear take‑aways from complex information into clear take‑aways and recommendations using both qualitative and quantitative methods.

You will work effectively with diverse teams to come up with the best solution and move people and organizations to act.

You will establish trust‑based relationships with clients to better‑serve their organizations, communicate effectively with all audiences including senior leaders and develop your leadership style, leveraging your own passions, strengths and personal values.

• Undergraduate degree in commerce, finance, business studies, operations, economics or a related field, with an outstanding academic record
• 2+ years of project delivery in consulting; preferably on the delivery of large‑scale projects in financial industries; international experience is a plus
• Demonstrated experience in Financial Services in at least one of the following areas: banking, insurance, wealth and asset management, public finance
• Demonstrated experience in one or more of the following key service offerings is a plus: organizational development (including org. design/set up, talent management, etc.), transformational delivery (implementing large transformational programs), and productivity and performance improvement
• Superior analytical problem solving and relationship building skills, including a demonstrated high level of client service commitment
• Ability to work collaboratively in a team environment and create an inclusive environment with people at all levels of an organization
• Ability to communicate complex ideas effectively in English and Arabic
• Willingness to travel

(embed)

Prestige IFA Jobs is proud to partner with a distinguished Dubai-based wealth management firm that applies the disciplined, strategic mindset of elite sports to the world of finance. Our client is built on a powerful foundation of fiduciary duty, transparency, and a holistic approach encapsulated in their core philosophy of ‘Wealth, Wellness, and Legacy’ .

This firm provides a superior advisory experience by offering comprehensive, bespoke solutions across all facets of wealth management. Their services include Investment Management through tailored portfolio strategies, sophisticated Retirement & Financial Planning , Estate & Legacy Planning to ensure wealth endures, and specialized Risk Management solutions to protect clients' assets. They are particularly adept at navigating the complex financial challenges faced by expatriates, professional athletes, and ultra-high-net-worth families .

The Opportunity:

We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.

The successful candidate will have the opportunity to:

• Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.

• Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.

• Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.

• Utilize the firm’s advanced technological platform to deliver an exceptional, modern client experience.

• Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.

Ideal Candidate Profile:

• Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)

• Ideally have a transferrable book of business of at least U$2million

• Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.

• Exceptional client relationship management and new business development skills.

• A deep understanding of holistic financial planning and investment products.

• While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm's core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.

Benefits:

Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.

Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals.

As a Financial Advisor, you will prospect for potential clients, understand their financial requirements, recommend suitable financial products, and build long-term relationships with them. The ideal candidate should possess a self-driven, persistent personality and a passion for making a meaningful impact on clients’ lives.

The successful candidate must have a minimum of three years of experience in wealth management or financial advisory without any record of client dissatisfaction or regulatory sanctions. Additionally, they should hold a level 4 qualification or equivalent in financial services. They should have passed the Series 65 examination in the US and managed assets under management (AUM) of at least $12 million.

Candidates should have a proven track record in client relationship management and acquisition and a self-motivated, dynamic personality with the ability to work independently. A relevant degree in client counselling, such as economics, financial planning, or investment analysis, would also be beneficial.

The role offers a competitive, rewards-based package, including a salary, full office and administration support, and further career opportunities. With scope to earn more, typical first-year earnings range from $50,000 to 300,000. Successful applicants will receive dedicated training from qualified and experienced professionals to ensure they reach their full potential.

If you are passionate about helping clients achieve their financial goals, please apply now to take the first step in your exciting new career as a Financial Advisor in Dubai.

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures. Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr

We are seeking a skilled SAP BODS Consultant – Banking to join our dynamic team in Dubai. This role is ideal for professionals with strong technical expertise in SAP BusinessObjects Data Services (BODS) and experience in the banking domain. You will be responsible for designing, developing, and optimizing ETL solutions to support critical data integration and transformation processes. This is a high-impact role that offers the opportunity to work on cutting-edge projects in a fast-paced and collaborative environment.

5+ years of experience in BODS design and architecture
Proficiency in SQL / PLSQL
Experience creating Technical Specification Documents
Hands-on expertise in SAP BusinessObjects Data Services (BODS)
Integration experience with IDOC, BAPI, and SAP applications
End-to-end Data Migration project exposure
Ability to troubleshoot and resolve ETL issues independently
Experience with BODS installation, configuration, and transformations
Comfortable with Python & Linux-based environments
Bonus: Knowledge of AWS Glue, Amazon Athena, and DBT

Bachelor’s Degree in Computer Science, Information Technology, or related field.
5+ years of hands-on experience with SAP BODS development and support.
Strong knowledge of ETL processes, data warehousing concepts, and data modeling.
Experience working in banking or financial services domain is highly preferred.
Proficiency in SQL and data management techniques.
Ability to analyze complex data sets and provide actionable insights.
Excellent communication, problem-solving, and interpersonal skills.
Strong team player with the ability to work independently in a fast-paced environment.

Dicetek LLC is a global IT solutions and consulting firm headquartered in Dubai, UAE, with a proven track record of delivering innovative technology services across various sectors, including Banking, Finance, and Telecommunications. With a strong commitment to excellence, integrity, and client satisfaction, Dicetek empowers businesses to embrace digital transformation by leveraging advanced technologies and tailored IT strategies. Our mission is to provide end-to-end solutions that drive growth, agility, and operational efficiency for our partners worldwide. #J-18808-Ljbffr