18 Cfp 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.

Job Description

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.

Qualifications

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.

Additional Information

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.

#J-18808-Ljbffr

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.

#J-18808-Ljbffr

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

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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

The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.

In this role, your key responsibilities include

• Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management’s customer value propositions.
• Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
• Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
• External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
• Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
• Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
• Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
• Self-Management- Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
• Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions.

The ideal candidate should have the following experience

• At least 4 years of experience in a Banking/financial institution
• Bachelor’s Degree in Finance, Business, or Economics
• Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a Reputable Institute
• Written and spoken English
• Knowledge of sales and financial products including leveraged solutions
• Knowledge of financial markets, including products such as Mutual Funds, Exchange-Traded Funds (ETFs) Bonds and equities

What we offer

• Competitive Salary : The indicative pay range for this role is 18000 AED– 26000AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
• Comprehensive Benefits Package : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, 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.

#J-18808-Ljbffr

Overview

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

The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.

The ideal candidate should have the following experience

• At least 4 years of experience in a Banking/financial institution
• Bachelor’s Degree in Finance, Business, or Economics
• Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a Reputable Institute
• Written and spoken English
• Knowledge of sales and financial products including leveraged solutions
• Knowledge of financial markets, including products such as Mutual Funds, Exchange-Traded Funds (ETFs) Bonds and equities

Responsibilities

• Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management’s customer value propositions.
• Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
• Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
• External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
• Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
• Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
• Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
• Self-Management- Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
• Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions.

What we offer

• Competitive Salary : The indicative pay range for this role is 18000 AED– 26000AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
• Comprehensive Benefits Package : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, 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.

#J-18808-Ljbffr

Our client is a wealth management technology platform that streamlines client engagement, reporting, and operational workflows for financial institutions. The solution integrates front-to-back processes into a single interface, helping private banks and asset managers deliver a more efficient and personalized client experience.

Responsibilities

• Source and target potential new clients in the UAE wealth management and financial services sector
• Pitch and demo the SaaS platform to senior stakeholders
• Negotiate and close deals, bringing in new business and growing market footprint
• Represent the company in conferences and events

Qualifications

• Proven track record in B2B SaaS sales, wealth management technology, or financial software solutions
• Strong network within Dubai's private banking / wealth management ecosystem
• Skilled in both new business acquisition and consultative solution selling
• Good communicator

#J-18808-Ljbffr

Our client is a wealth management technology platform that streamlines client engagement, reporting, and operational workflows for financial institutions. The solution integrates front-to-back processes into a single interface, helping private banks and asset managers deliver a more efficient and personalized client experience.

Responsibilities

• Source and target potential new clients in the UAE wealth management and financial services sector
• Pitch and demo the SaaS platform to senior stakeholders
• Negotiate and close deals, bringing in new business and growing market footprint
• Represent the company in conferences and events

Qualifications

• Proven track record in B2B SaaS sales, wealth management technology, or financial software solutions
• Strong network within Dubai's private banking / wealth management ecosystem
• Skilled in both new business acquisition and consultative solution selling
• Good communicator

#J-18808-Ljbffr

The Role
Reporting to Europe HQ, you will be managing and expanding a portfolio of clients across the region, selling financial SaaS solutions and Wealth Management Technologies Client Details Our client is a wealth management technology platform that streamlines client engagement, reporting, and operational workflows for financial institutions. The solution integrates front-to-back processes into a single interface, helping private banks and asset managers deliver a more efficient and personalized client experience. Description * Source and target potential new clients in the UAE wealth management and financial services sector * Pitch and demo the SaaS platform to senior stakeholders * Negotiate and close deals, bringing in new business and growing market footprint * Represent the company in conferences and events Job Offer This is a chance to be a pioneer in the UAE for the company and drive expansion across the region.

Requirements
* Proven track record in B2B SaaS sales, wealth management technology, or financial software solutions * Strong network within Dubai's private banking / wealth management ecosystem * Skilled in both new business acquisition and consultative solution selling * Good communicator

About the company
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world. The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of: Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.

**You're the brains behind our work.**
You're ready to bring your knowledge from the classroom to the boardroom, and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team, and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when.
Citi's Personal Banking and Wealth Management is looking for full-time analysts to join the team in Dubai. Global Wealth Management brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. If none of these terms make sense right now, that's ok! Our program is designed to help you increase your knowledge, so whatever your degree is in we will give you the training and support you need to excel.
**We provide you with the knowledge and skills you need to succeed.**
We're committed to teaching you the ropes. Here at Citi, rotational programs are intended to help you build a broad skillset and accelerate your career growth by gaining exposure to numerous roles. The 27 month analyst program starts in the Summer and begins with a training program. You will then rotate across four different departments, where you will have hands-on experience working across Personal Banking and Wealth Management business lines and business functions. In one of your rotations analysts will have the opportunity to participate in a rotation within EMEA based on their performance.
**Your time here will look something like this.**
* Supporting the team in identifying and executing complex complex problems
* Analyzing transaction flows of the world's largest financial institutions
* Be a part of the front end of technological development for the financial transaction space
* Work and support more than 50 different geographies across the region to deliver the best solutions to our clients
*Work with Private Bankers to identify prospects and present value propositions offered by fiduciary offshore structures (trusts, investment holding vehicles and insurance solutions) to high-net-worth clients of Citi Private Bank (CPB).
*Attend client meetings with Bankers and participate in presentations and sales pitches
**We want to hear from you if.**
* You will have or will be graduating by 2025
* Obtained or on course to achieve a 3.0 GPA out of 4.0 (or equivalent) at undergraduate level in any degree discipline.
* You have an interest in business
**Who we think will be a great fit.**
We're looking for motivated individuals, who are eager to start their careers at a global organization, tend to think globally, and have an innovative outlook on business. We know that anyone, not just those with business degrees can have a knack for business, so we're open to all disciplines and candidates with diverse work experience. We'll also be looking for the following:
* Desire to develop a deep understanding of the financial industry
* Intellectual curiosity and proactive approach to searching for new and creative ideas
* You follow new technological innovations and developments impacting the industry
* Strong communication, planning, and organizational skills
* Commitment to personal growth and career development including mobility and flexibility. You also have a strong desire to learn, are proactive, building rapport and relationships in team environments
* Unquestioned commitment to integrity ethical decision-making
We review applications on a rolling basis and therefore encourage you to apply as soon as possible.
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Development Program
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.