260 Cfp jobs in the United Arab Emirates

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

Urgent requirement for an Investment Advisor for a major financial institution to base in their Abu Dhabi office.

About the Role

The ideal candidate will have a proven track record in advising UHNW and HNW clients, as well as experience managing and mentoring a small team of Relationship Managers.

This role will suit an investment professional who combines deep product knowledge with leadership capability , and can deliver high-quality investment strategies while driving business growth.

• Act as the primary investment specialist supporting a team of 4–5 Relationship Managers , providing tailored investment solutions to their clients.
• Develop and present investment strategies aligned to client objectives, risk profiles, and market conditions.
• Collaborate closely with RMs to identify cross-selling opportunities and deepen client relationships.
• Stay updated on global market trends, asset allocation strategies, and portfolio construction techniques.
• Lead client meetings alongside RMs to deliver investment updates and recommendations.
• Ensure all advice complies with regulatory standards and internal governance requirements.
• Provide mentorship, guidance, and product knowledge training to RMs.

• Minimum 8–10 years of experience in investment advisory or portfolio management, ideally within private banking or wealth management.
• Experience working with or within an international bank is highly advantageous.
• Proven ability to manage and develop a small team of Relationship Managers.
• CFA charterholder or candidate is a strong plus.
• Arabic speaking is an advantage but not essential.
• Strong presentation, communication, and interpersonal skills.
• Solid understanding of global investment products, portfolio construction, and risk management.

If you have the relevant experience required, please send your CV to

We are seeking a highly disciplined, financially driven and experienced Off-Plan Investment Advisor to join our successful team here at Pangea Dubai.

Responsibilities:

• Serve as clients' primary point of contact, understanding their property requirements, preferences, and budgetary constraints.
• Conduct thorough market research to determine property values and provide accurate pricing guidance to clients.
• Develop effective marketing strategies to promote off-plan properties.
• Assist clients in negotiations, ensuring favourable terms and conditions and representing their best interests.
• Stay updated on current real estate trends, property laws, and regulations, providing clients with market insights and advice to make informed decisions.
• Build and maintain strong relationships with clients, responding to their inquiries, addressing concerns, and providing ongoing support throughout the property transaction process.
• Uphold ethical standards and always maintain client confidentiality.

Requirements:

• A minimum of 6 months experience as an Off Plan Advisor in Dubai real estate.
• The ability to qualify and convert company leads.
• Sound knowledge of the Dubai real estate market, property laws, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Detail-oriented and organized, with the ability to manage multiple clients and transactions simultaneously.
• Proficient in using real estate software and online platforms for property listings and marketing.

What We Offer:

• In-depth market knowledge and insights
• Quality leads through internal and external marketing
• Strong relationships with reputable developers
• Highly competitive commission structures & incentives
• Comprehensive in-house social media, marketing, and admin support
• Weekly training sessions, including 1:1 professional development
• State-of-the-art office in Downtown Dubai
• Visa, Medical Insurance, and RERA licensing support

If you are serious about levelling up your career with a company that will always put the agent first, we invite you to apply

• Seniority level Associate

• Employment type Full-time

Referrals increase your chances of interviewing at Pangea Dubai by 2x

Dubai, Dubai, United Arab Emirates 12 hours ago

Dubai, Dubai, United Arab Emirates 7 hours ago

Dubai, Dubai, United Arab Emirates 20 hours ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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.

• 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.

• 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.

• 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.

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

Investment Advisor

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About The Business Area

Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients' investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs.

• Investment Ideas and Advice - Develop new investment ideas and provide advice and guidance to Private Banking Clients, colleagues and external clients in order to generate wealth/investment returns for client positions.
• Market Research and Analysis - Conduct market research and analyses market data to understand business and economic cycles and forecasts of asset classes.
• Sourcing and Structuring Investment Solutions - Liaise with external parties to source and structure investment products to offer tailored investment products to private clients.
• Portfolio Management - In the absence of the department head, make buy/sell decisions on investment portfolios to ensure continuity of portfolio management.
• Policies, Processes, Systems and Procedures - Adhere to all relevant organizational and departmental policies, processes, SOPs and instructions to deliver the required standard of service.
• Self-Management - Manage self in line with the Bank's policies and practices to maximize contribution to business performance.
• Customer Service - Demonstrate Our Promise and apply the ADCB Service Standards in all internal and external customer interactions.

• At least 7 years of experience in private banking or asset management in an investment advisor or portfolio manager role.
• Bachelor's Degree in Finance or Economics.
• Chartered Financial Analyst (CFA) or equivalent.
• Understanding of financial markets, drivers and instruments, economics and forecasting.
• A good mix of relationship management skills and strong technical knowledge.
• Ability to articulate technical information in a simple and understandable way for clients.
• Written and spoken English.

• Competitive Salary: The indicative pay range for this role is AED 33,000 – AED 50,000 per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
• Comprehensive Benefits Package: Medical insurance, group life and personal accident insurance, paid leave and leave airfare, loan facilities discounts, staff discounts, and education assistance for eligible levels.
• Flexible and Remote Working Options: Flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities: Structured courses, e-learning, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.

• Mid-Senior level

• Full-time

• Finance

• Investment Management

Urgent requirement for an Investment Advisor for a major financial institution to base in their Abu Dhabi office.

About the Role

The ideal candidate will have a proven track record in advising UHNW and HNW clients, as well as experience managing and mentoring a small team of Relationship Managers.

This role will suit an investment professional who combines deep product knowledge with leadership capability, and can deliver high-quality investment strategies while driving business growth.

• Act as the primary investment specialist supporting a team of 4–5 Relationship Managers, providing tailored investment solutions to their clients.
• Develop and present investment strategies aligned to client objectives, risk profiles, and market conditions.
• Collaborate closely with RMs to identify cross-selling opportunities and deepen client relationships.
• Stay updated on global market trends, asset allocation strategies, and portfolio construction techniques.
• Lead client meetings alongside RMs to deliver investment updates and recommendations.
• Ensure all advice complies with regulatory standards and internal governance requirements.
• Provide mentorship, guidance, and product knowledge training to RMs.

• Minimum 8–10 years of experience in investment advisory or portfolio management, ideally within private banking or wealth management.
• Experience working with or within an international bank is highly advantageous.
• Proven ability to manage and develop a small team of Relationship Managers.
• CFA charterholder or candidate is a strong plus.
• Arabic speaking is an advantage but not essential.
• Strong presentation, communication, and interpersonal skills.
• Solid understanding of global investment products, portfolio construction, and risk management.

If you have the relevant experience required, please send your CV to

At Eminence Enclave Real Estate, we focus on building lifelong relationships rather than just closing transactions. Our commitment to simplifying the Dubai real estate journey ensures an enjoyable experience for our clients. With value-driven expertise and honest guidance, we help clients achieve their property goals and provide ongoing support even after the deal is closed as your trusted real estate resource.

Role Description

This is a full-time hybrid commission based role for an Investment Advisor located in Dubai. The Investment Advisor will be responsible for developing investment strategies in real estate, managing client portfolios, and ensuring high-quality customer service. The role requires close collaboration with clients to understand their financial goals and provide tailored investment solutions.

Qualifications

• Strong Customer Service and negotiation skills
• Excellent analytical and problem-solving skills
• Knowledge of real estate market trends and property laws
• Minimum 1 year experience in property sales, luxury sales, Investments.
• Ability to work independently and collaboratively
• Bachelor's degree in Real Estate, Business, or related field
• Hold a valid driving license

We offer:

• Full Marketing support
• Clear career progression with Millionaire Club benefits
• Full visa and health insurance coverage
• Photographer in-house
• Admin/Telesales support to ensure your success

• Seniority levelEntry level

• Employment typeFull-time

• Job functionFinance and Sales

Referrals increase your chances of interviewing at Eminence Enclave Real Estate by 2x

Get notified about new Investment Advisor jobs in Dubai, Dubai, United Arab Emirates.

Ajman, Ajman Emirate, United Arab Emirates 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

We are seeking a highly disciplined, financially driven and experienced Off-Plan Investment Advisor to join our successful team here at Pangea Dubai.

Responsibilities:

• Serve as clients’ primary point of contact, understanding their property requirements, preferences, and budgetary constraints.
• Conduct thorough market research to determine property values and provide accurate pricing guidance to clients.
• Develop effective marketing strategies to promote off-plan properties.
• Assist clients in negotiations, ensuring favourable terms and conditions and representing their best interests.
• Stay updated on current real estate trends, property laws, and regulations, providing clients with market insights and advice to make informed decisions.
• Build and maintain strong relationships with clients, responding to their inquiries, addressing concerns, and providing ongoing support throughout the property transaction process.
• Uphold ethical standards and always maintain client confidentiality.

Requirements:

• A minimum of 6 months experience as an Off Plan Advisor in Dubai real estate.
• The ability to qualify and convert company leads.
• Sound knowledge of the Dubai real estate market, property laws, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Detail-oriented and organized, with the ability to manage multiple clients and transactions simultaneously.
• Proficient in using real estate software and online platforms for property listings and marketing.

What We Offer:

• In-depth market knowledge and insights
• Quality leads through internal and external marketing
• Strong relationships with reputable developers
• Highly competitive commission structures & incentives
• Comprehensive in-house social media, marketing, and admin support
• Weekly training sessions, including 1:1 professional development
• State-of-the-art office in Downtown Dubai
• Visa, Medical Insurance, and RERA licensing support

If you are serious about levelling up your career with a company that will always put the agent first, we invite you to apply!

• Seniority levelAssociate

• Employment typeFull-time

Referrals increase your chances of interviewing at Pangea Dubai by 2x

Dubai, Dubai, United Arab Emirates 12 hours ago

Dubai, Dubai, United Arab Emirates 7 hours ago

Dubai, Dubai, United Arab Emirates 20 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.