235 Cfp jobs in the United Arab Emirates

Job Title: Investment Advisor – Real Estate

Company: Lumaar Properties

Location: Dubai, UAE

About Lumaar Properties:

Lumaar Properties is a dynamic and fast-growing real estate brokerage in Dubai, partnering with leading developers such as Emaar, Damac, Sobha, Ellington, and many more. We specialize in residential and investment properties, offering clients exclusive access to some of Dubai's most sought-after projects.

Position Overview:

We are seeking a motivated and ambitious Investment Advisor to join our team. The ideal candidate should have a passion for real estate, knowledge of the Dubai property market, and the ability to build strong relationships with clients.

Key Responsibilities:

• Advise clients on property investments, sales, and portfolio opportunities in Dubai.
• Stay up to date with Dubai real estate market trends, area-specific insights, and pricing analysis.
• Identify client needs and recommend suitable investment options, including off-plan and ready properties.
• Develop and maintain relationships with new and existing clients to generate leads and referrals.
• Collaborate with developers and internal teams to access exclusive projects and pre-launch opportunities.
• Conduct property tours, presentations, and negotiations to close successful deals.
• Maintain accurate client records and ensure smooth end-to-end transaction support.

Requirements:

• Minimum 6 months of experience in real estate sales, investments, or related field.
• Strong knowledge of Dubai real estate market trends, communities, and investment potential.
• Excellent communication, negotiation, and presentation skills.
• Self-motivated, results-driven, and client-oriented.
• Ability to work in a fast-paced and competitive environment.
• Fluency in English is required (Arabic or other languages are a plus).

What We Offer:

• Attractive commission structure with unlimited earning potential.
• Access to a wide range of projects from top Dubai developers.
• Training and mentorship to support career growth.
• Dynamic and collaborative work environment.
• Opportunities for fast career progression within the company.

How to Apply:

Interested candidates can apply directly via Indeed or send their updated CV to with the subject line "Application – Investment Advisor"

Job Types: Full-time, Commission

Job Title : Investment Advisor – Family Office

Location: Dubai, UAE

Experience : 3–5 years

Employment Type: Full-time

About the Role

We are seeking an analytical, and relationship-driven Investment Advisor to join our prestigious family office. This role requires a deep understanding of global financial markets, asset allocation strategies, and the unique dynamics of managing generational wealth. The ideal candidate will be responsible for advising on investment decisions, preserving capital, and aligning financial strategies.

Key Responsibilities

• Develop and execute tailored investment strategies across asset classes including equities, fixed income, private equity, real estate, and alternative investments
• Conduct in-depth market research and due diligence on investment opportunities
• Monitor portfolio performance and provide regular reporting to family stakeholders
• Collaborate with external fund managers, banks, and financial institutions to source and evaluate opportunities
• Ensure alignment of investment decisions with the family's risk , liquidity needs, and legacy goals
• Maintain strict confidentiality and uphold the highest standards of fiduciary responsibility
• Stay abreast of macroeconomic trends, regulatory changes, and geopolitical developments impacting investments

Qualifications & Skills

• Bachelor's degree in Finance, Economics, or related field (CFA, CAIA, or MBA preferred)
• 3–5 years of experience in investment advisory, preferably within a family office, private bank, or wealth management firm
• Strong analytical and quantitative skills with experience in portfolio, stocks & investment, equity, research and financial modeling
• Excellent communication and interpersonal skills, with the ability to build trust and credibility
• Familiarity with global investment vehicles and regulatory frameworks
• Discretion, integrity, and a client-first mindset

Job Type: Full-time

Company Description

Property Shop Investment (PSI) established in 2007, is the largest private effective Real Estate Company headquartered in Abu Dhabi. Renowned for its outstanding performance and prominent brand recognition, PSI is a platinum Real Estate Company partnering with esteemed developers in Abu Dhabi and Dubai. PSI provides comprehensive Real Estate services, including property brokerage, development consultancy, real estate marketing, investment advisory, and property management. With a dedication to excellence and innovation, PSI ensures a hassle-free real estate experience for its clients.

Role Description

This is a full-time on-site role for an Investment Advisor - Off Plan Units, located in Abu Dhabi. The Investment Advisor will be responsible for providing financial planning services, evaluating and implementing investment strategies, advising clients on investments, and managing finance-related tasks. The role will also include extensive customer service to ensure client satisfaction and growth of the client portfolio.

Qualifications

• Sales, Listing, and Leasing skills
• Experience in Real Estate Marketing and Property Brokerage
• Knowledge of Investment Advisory and Property Appraisal
• Strong Communication and Negotiation skills
• Ability to work independently and in a team environment
• Fluency in English; knowledge of Arabic is a plus
• Previous experience in Luxury Real Estate is an advantage
• Bachelor's degree in Real Estate, Business, or related field

Are you a results-driven real estate professional looking for a smarter way to work?
Smart Bricks
, an
AI-powered real estate investment platform
, is expanding, and we're looking for talented
Property Consultants
(specializing in
off-plan, secondary, or commercial properties
) to join our team in Dubai.

At
Smart Bricks
, we've transformed the real estate game. Our AI platform handles the time-consuming tasks of lead generation and data analysis, so you can focus on what you do best: advising clients and closing deals. Forget endless cold calls and scattered data—we provide you with high-quality, pre-qualified leads and powerful insights to help you succeed.

What Makes This Role Different?

• No Cold Calling:
  We provide a steady stream of warm, qualified leads.
• Instant Payouts:
  Get paid the moment you close a deal.
• Cutting-Edge Technology:
  Work with an AI platform that gives you a competitive edge.

What We Offer

• A highly competitive commission structure of
  50–65%
  .
• Full coverage of your
  visa, RERA, and medical insurance
  .
• The opportunity to work with an innovative, high-performing team supported by industry leaders like Techstars, Google for Startups, and NVIDIA.

What We're Looking For

• A minimum of
  6 months of real estate sales experience in Dubai.
• Excellent command of spoken and written English, and other languages is highly advantageous
• A confident, self-motivated communicator with strong closing skills.
• Highly organized and target-driven.

If you're ready to leave behind the grind of chasing leads and are looking for a role where you can truly focus on advising clients and building your business, Smart Bricks is the place for you.

Apply now
to learn more about this exciting opportunity.

AED 35, ,000 Per Month

Charterhouse is working with an internationally recognised, publicly listed wealth management firm who are expanding their UAE operation. The firm currently manages over USD 50 billion globally, and they are searching for Investment Advisors to join their DIFC office.

The Investment Advisor will join a team of senior private bankers and will be required to work closely with the team and their HNI clients. This role will be responsible for advising on different investment strategies based on the client's risk appetite. The advisory team should collaborate closely with RMs to identify cross-selling opportunities and deepen client relationships, while also leading client meetings alongside RMs to deliver investment updates and recommendations. The Investment Advisor should stay updated on global market trends, asset allocation strategies, and portfolio construction techniques in order to deliver high quality, bespoke solutions.

The Investment Advisor should have a minimum of 5 years within the private banking or wealth management space where they have worked extensively with HNI and UHNI from different backgrounds. The ideal candidate will be an expert in international wealth solutions, combined with the ability to communicate trends to clients in a simplified manner. Holding a CFA would also be beneficial.

Job Responsibility:

• Work closely with a group of Relationship Managers (RM) to Manage and promote investment and Takaful product s (primary function)
• Manage alongside the RM, client profiling, sales process for investment, and Takaful products
• Training of RMs on selling and portfolio management for investments and Takaful
• Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
• Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking

Job Skills & Qualifications:

• 5+ years of similar experience in other banks or wealth management institutions
• Experience in investment product management of at least 3 years
• CISI Certification / Other Certifications

What we offer you:

• Competitive salary package
• Strong emphasis on work-life balance and wellbeing across the bank
• World-class Learning & Development platform and career development
• Generous annual leave entitlement and Private Healthcare
• Preferential banking facilities for employees

We are seeking an experienced Investment Advisor for our client, a prominent Asset Management Firm in Dubai. The incumbent will support the CIO and Relationship Managers (RMs) in constructing client investment portfolios aligned with each client's risk profile, leveraging available products and asset allocation models.

Key Responsibilities::

• Primarily responsible for portfolio proposals, asset allocation/construction, periodic reviews, and rebalancing.
• Perform ongoing monitoring of existing portfolios and investments, ensuring portfolios are aligned with high-level strategy, objectives, and goals.
• Assist Relationship Managers in attracting new assets under management and understanding new investment products.
• Coordinate execution of trades with custodian banks, brokers, fund houses, and partners.
• Keep track of developments in the global macro environment, financial markets, and emerging trends to provide high-quality advice.
• Support the CIO with investment research, focused lists, and market updates.
• Ensure all advisory and discretionary trades are executed in line with internal investment policy guidelines.
• Ensure compliance with internal and external regulatory requirements.

Education and Experience Requirements::

• CFA Charterholder and Bachelor's degree in Economics, Finance, or Business Management.
• Strong understanding of global markets and in-depth knowledge of various asset classes/products (Equities, Bonds, Funds, Structured Products, FX & Commodities), investment management strategies, portfolio construction, monitoring, and rebalancing techniques.
• Minimum 5 years of experience in Wealth Management, Private Banking, or Asset Management in an investment advisory function.
• Excellent knowledge of and experience with Bloomberg.
• Proficiency in PowerPoint presentation skills and Excel analytical functions.

Skills & Attributes::

• Strategic thinker with a solid foundation in investment management strategies, portfolio construction, and rebalancing techniques.
• Exceptional analytical and research abilities, able to stay current with market trends and global economic shifts.
• Excellent communication skills, with the ability to present complex financial concepts clearly.
• Detail-oriented with strong organizational skills to manage multiple portfolios and ensure compliance.

One of our early-stage Fintech portfolio companies is building the Middle East's first truly digital wealth management platforms, and they are now looking to hire an Investment Advisor to join the team and report directly to the Founders.

Responsibilities

• Provide financial advice to clients and help them make informed investment decisions based on their circumstances and financial objectives
• Develop and maintain strong client relationships by providing exceptional client service
• Collaborate with the product team to provide feedback on the product and suggest improvements based on client's feedback
• Keep up-to-date with industry trends and best practices in wealth management
• Generate new business by identifying and acquiring new clients through various channels

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or a related field
• CFA Charterholder is highly desirable
• Minimum of 5 years of experience in financial services
• Excellent interpersonal skills and enjoys being part of the front office
• Ability to work effectively in a fast-paced and dynamic environment
• Someone currently already in the region

Please apply to this role directly on LinkedIn. This is the only way to be considered for this role. Please do not DM any of our stakeholders about this position.

They are distinguished by their ethical, client-first philosophy and a disciplined investment process dedicated to long-term capital preservation and growth. Their expertise lies in crafting bespoke strategies that go beyond standard retail solutions to meet the complex needs of High-Net-Worth and Ultra-High-Net-Worth individuals and families.

Responsibilities include:

Offering financial planning support to clients.

Assisting investment professionals in nurturing client relationships.

Crafting accurate financial plans.

Advising clients on optimal financial solutions for their medium to long-term plans.

The Ideal Candidate:

Operates on a fee-based model with an ethical approach to client advice.

Manages a existing book of business with a minimum of 10m in AUM (though strong candidates with slightly less may be considered).

Is an experienced advisor seeking a long-term, stable placement with a leading firm.

Has experience servicing, or a strong desire to develop, a HNW/UHNW clientele with complex, international needs.

Possesses an understanding of the financial landscapes in key jurisdictions such as the UK, Europe, or Asia.