363 Certified Financial Planner jobs in the United Arab Emirates
Financial Advisor
Posted today
Job Viewed
Job Description
We are seeking a skilled Investment Strategist to join our Abu Dhabi-based team.
Role OverviewThe successful candidate will be responsible for evaluating new investment opportunities, conducting thorough financial analysis and due diligence, and providing strategic advisory support to the investment team.
Key Responsibilities- Conduct in-depth financial modelling and valuation analysis for potential investments.
- Support the origination and execution of equity investments across diverse sectors.
- Prepare detailed investment memoranda and internal committee reports for senior leadership review.
- Lead commercial and financial due diligence on prospective investments.
- Assist in strategic advisory projects, including portfolio optimisation and financial planning.
- Monitor portfolio company performance and deliver regular performance updates and KPI tracking.
- Bachelor's degree in Finance, Economics or related field; CFA candidate or MBA a plus.
- 2–3 years of experience in investment analysis, corporate finance or M&A.
- Buy-side experience is essential – including roles in Private Equity, Principal Investments or investment holding companies.
- Currently based in the UAE with solid knowledge of the local and regional business and investment landscape.
- Advanced skills in financial modelling, valuation techniques and data analysis.
- Excellent communication and presentation skills – able to distil complex analysis into clear actionable insights.
- Proactive self-starter with strong time management and ability to thrive in a fast-paced environment.
This role offers direct exposure to the full investment lifecycle and supports value creation across our growing portfolio.
We are looking for a high-performing individual who can contribute to our success.
Senior Financial Advisor
Posted today
Job Viewed
Job Description
Lazard is a global leader in financial advisory and asset management. Our mission is to deliver sophisticated, customized advice and investment solutions for clients worldwide.
Located in Abu Dhabi, this role offers an executive-level position within our Financial Advisory division.
ResponsibilitiesWe offer a comprehensive benefits package designed to support employee health and well-being. Our goal is to provide a personalized employee experience that balances career, family, and community commitments.
Join Our TeamThis role is an exciting opportunity to contribute to a dynamic, results-driven team in Abu Dhabi.
Strategic Financial Advisor
Posted today
Job Viewed
Job Description
Seeking a seasoned professional to fill a highly strategic role within our organization. As a Private Banker Principal, you will be responsible for providing exceptional client service and guidance on complex financial matters.
Key ResponsibilitiesFinancial Advisor Director
Posted today
Job Viewed
Job Description
Job Title: Financial Advisor Director
We are seeking a highly experienced and skilled Financial Advisor Director to join our team. The successful candidate will be responsible for executing financial transactions, developing business strategies, and managing client relationships.
Key Responsibilities:
- Participate in all aspects of transaction execution, including origination and execution.
- Draft marketing presentations, pitch materials, and information memoranda.
- Develop full financial models and conduct valuation analyses.
- Evaluate business plans and project reports.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related discipline.
- Minimum 2 years of experience in investment banking and/or mergers & acquisitions.
- Excellent written and verbal communication skills.
- Strong financial modeling and PowerPoint skills.
Benefits:
- Opportunity to work with a reputable international investment bank.
- Training and development opportunities.
- A dynamic and supportive work environment.
Others:
- No remote work option available.
- Full-time employment opportunity.
Financial advisory and management consulting services for corporate clients involve high pressure situations which require the ability to adjust quickly to changing priorities. We encourage applicants who can display flexibility under stress.
Strategic Financial Advisor
Posted today
Job Viewed
Job Description
We are seeking a skilled Financial Advisor to help clients make informed, strategic decisions and build a secure financial foundation.
This flexible, freelance role allows you to set your own hours and work from anywhere.
In this collaborative environment, you'll work with other finance professionals to offer expert financial guidance, sound planning, and goal-oriented support.
Key Responsibilities:- Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations
- Assess clients' financial situations and design customized financial plans tailored to their unique needs and goals
- Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations
- Help clients effectively manage their resources to meet both daily obligations and larger goals
- Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant guidance
- Monitor and adjust financial plans as needed
- Flexible hours and remote work
- Opportunity to make a real impact in clients' lives
- Collaborative, mission-driven environment
- Freedom to innovate and share your expertise
If you're a dedicated Financial Coach eager to guide clients toward financial success, apply today.
Requirements:- Proven experience as a Finance Coach or similar role
- Bachelor's degree in Finance or a related field
- Strong analytical abilities for interpreting financial data
- Excellent communication, negotiation, and presentation skills
- High level of accuracy and attention to detail
- Proficiency with database systems and strong PC skills
Expert Financial Advisor
Posted today
Job Viewed
Job Description
Motivate Media Group is seeking a skilled Financial Analyst to manage the accounts payable process.
Responsibilities- Manage invoices, vendor payments, and reconciliation in an accurate and timely manner.
- Ensure proper documentation and compliance with financial regulations.
- Assist in budgeting, forecasting, and financial analysis.
- Oversee bank reconciliation, audit preparations, and internal controls.
- Professional qualification (CA, CWA, ACCA, CPA preferred).
- Proven experience in accounting and general accounting.
- Strong analytical skills and attention to detail.
- Proficiency in accounting software and MS Excel.
- Excellent communication and problem-solving skills.
- Graduate in Journalism or related course. Background in business journalism or finance.
- Minimum of 5 years and above relevant professional work experience.
- Must meet deadlines and have strong time management skills.
Motivate Media Group is a leading multi-platform content producer with a diverse portfolio of media interests.
Chief Financial Advisor
Posted today
Job Viewed
Job Description
As a Financial Coach, you will help clients establish a stable financial foundation and achieve their objectives.
This is a flexible role that allows you to set your own schedule and work remotely. You will collaborate with other finance professionals to provide expert financial coaching and support to clients.
- Offer strategic guidance in areas such as cash flow management and budgeting
- Assess clients' financial situations and design tailored plans
- Guide clients in making informed financial decisions
- Help clients optimize resource utilization
- Stay current with financial trends and strategies
- Experience: Proven experience as a Finance Coach or similar role
- Education: Bachelor's degree in Finance or related field
- Skills: Strong analytical abilities and excellent communication skills
- Attention to Detail: High level of accuracy and ability to simplify complex concepts
This role offers the opportunity to make a real impact in clients' lives by helping them achieve financial security and stability.
Be The First To Know
About the latest Certified financial planner Jobs in United Arab Emirates !
Senior Financial Advisor
Posted today
Job Viewed
Job Description
Role Summary:
A key position in our organization, the Financial Analyst plays a vital role in driving business growth through strategic financial planning and decision-making.
Responsibilities:Conduct comprehensive financial analyses to provide insights into our company's financial performance, identifying areas for improvement and opportunities for growth.
Develop and maintain accurate and reliable financial models for budgeting, forecasting, and decision-making, ensuring timely and compliant reporting.
Prepare and present detailed financial statements, ensuring adherence to accounting principles and regulatory requirements.
Ensure the integrity of financial data, providing clear explanations for any variances and implementing corrective actions as necessary.
Manage and coordinate the preparation of all tax returns, ensuring compliance with relevant tax laws and regulations.
Provide expert advice on tax planning strategies to optimize our company's tax position, minimizing liabilities and maximizing refunds.
Certified Chartered Accountant (CA) designation is mandatory, along with a Bachelor's degree in Accounting, Finance, or a related field.
Relevant experience in accounting and finance roles, with a strong understanding of accounting principles, tax regulations, and financial reporting.
Proficient in financial modeling and analysis, with excellent attention to detail and accuracy.
Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
Advanced knowledge of accounting software and Microsoft Excel, with a strong proficiency in data analysis and interpretation.
Independent Financial Advisor
Posted today
Job Viewed
Job Description
Job Advertisement : Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE
We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to 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 over 5 million 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 personalised 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.
Independent Financial Advisor
• Abu Dhabi, United Arab Emirates
Expert Financial Advisor
Posted today
Job Viewed
Job Description
We are seeking a highly skilled Financial Coach to empower clients to take control of their financial future. As a key advisor, you will provide expert guidance and coaching to help clients make informed financial decisions.
Key responsibilities include assessing clients' financial situations, designing customized financial plans, and guiding them in making secure financial decisions that align with their short-term and long-term goals.
Requirements:- Experience: Proven experience as a Finance Coach or similar role.
- Education: Bachelor's degree in Finance or related field.
- Skills: Strong analytical abilities, excellent communication skills, and proficiency with database systems.