81 Cfp jobs in Dubai

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.

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.

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.

My client is a boutique wealth management firm with global reach from their Head Quarters based in the United Arab Emirates, regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors – all of whom work to the exacting standards demanded in highly regulated financial markets.

My client need advisors in the following locations:

• Dubai , rapidly expanding office.
• The USA – Ideally series 65 exam already done and AUM of at least £10 million plus.
• UK – Qualified UK advisors that have a UK business book and are interested in targeting UK Pension transfers. My client have passporting rights through Europe too, so someone that wants to work in the UK and EU would do well.

As an experienced financial planning consultant, you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. You will embrace a concentration on financial planning (analyzing a client's current position and the options available to them to meet their financial goals) and client relationship development.

• Representing my client's Financial Consultant Team
• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
• Pursuing new client relationships.
• Lead and manage a Business Development Manager /Para-planner.
• Lending your strengths toward achieving the shared business vision in collaboration with the internal team.

Advantageous Skills:

• The Financial Consultant has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis
• Has achieved a level 4 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)
• Has experience leading or working within a sales team

Job Requirements:

• Minimum three years' experience within wealth management/financial advisory – no record of client dissatisfaction or regulatory sanctions
• Minimum of a level 4 Qualification or equivalent in financial services
• Proven track record in client relationship management and acquisition
• Self-motivated, dynamic personality with an ability to work independently

The company offers:

• The company provides an extremely competitive, rewards-based package consisting of a salary, full office and administration support, regular ongoing training and further career opportunities.
• A typical first-year income is in excess of $150,000 although many earn over $300,000
• Dedicated training from qualified and experienced professionals

A good existing book of business is highly valued and rewarded accordingly

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. (3) years experience working in the life insurance or wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.

DXBA Real Estate isn't just a company—it's a platform built to redefine success. With over a decade of expertise and an impressive track record of AED 2 billion+ in successful transactions , we are setting new standards in Dubai's real estate market. As part of our team, you'll gain access to innovative tools, exclusive resources, and unparalleled exposure to help you thrive in the competitive world of luxury real estate.

At DXBA, we are committed to empowering our agents to achieve remarkable success . Here's why joining DXBA is the right choice:

Unlimited Earnings Potential : A highly competitive, commission-based structure with no cap on your income.

Comprehensive Support System : Our expert admin team handles property listings, paperwork, and operational logistics, so you can focus on closing deals.

Top-Tier Training : From one-on-one mentorship to advanced training programs, we equip you with everything needed to become a top performer.

State-of-the-Art Platform : Maximize your success with DXBA's advanced tools and extensive market reach.

We're looking for driven and ambitious individuals to join our growing team as Real Estate Agents . Whether you're experienced or new to real estate, DXBA provides the perfect platform to launch or accelerate your career in Dubai's luxury property market.

• Represent Premium Clients : Assist buyers, sellers, and renters in achieving their property goals with excellence.
• Market Dubai's Finest Properties : Showcase the city's most luxurious and exclusive homes.
• Negotiate Like a Pro : Use your skills to deliver the best outcomes for your clients.
• Build a Powerful Network : Connect with clients, developers, and industry leaders to grow your portfolio.
• Stay Ahead of the Market : Keep up-to-date with the latest property trends, laws, and industry developments.

• Passion Over Experience : While prior real estate experience is a plus, we value your drive and determination to succeed.
• Exceptional Communication : Build trust and establish long-term relationships with clients.
• Self-Motivation : A results-driven attitude with the ability to work independently and in a team.
• Language Proficiency : Fluency in English is essential, and additional language skills are highly advantageous.

At DXBA Real Estate, your success is our priority . Don't miss this opportunity to join Dubai's most innovative real estate platform and unlock unlimited potential .

Apply Now Submit your resume and cover letter through our LinkedIn job posting today, and take the first step toward an exciting and rewarding career with DXBA Real Estate .

• Seniority level : Entry level
• Employment type : Full-time
• Job function : Finance and Sales

As a Client Manager, you will provide clients with expert property investment advice based on in-depth market analysis and trends.

• Conduct thorough market condition analyses to advise clients on optimal property investments.
• Generate new business leads through targeted outreach efforts and professional presentations.
• Ensure accurate and compliant property listings that meet regulatory requirements.
• Coordinate and conduct property viewings to present properties to potential buyers or acquire sellers.
• Perform comparative market analyses to provide clients with informed secondary property value insights.
• Engage with prospective buyers and sellers, handling daily operations with professionalism.
• Maintain up-to-date documentation processes for transactions and stay current with market developments.
• Collaborate with marketing teams to optimize lead generation and facilitate effective negotiations between buyers and sellers.

• At least 1 year of real estate experience in Dubai's Secondary Market is preferred.
• A valid UAE driving license and car are required.
• Exceptional interpersonal skills, sales acumen, and communication skills are essential.
• The ideal candidate is self-driven, ambitious, trustworthy, and a confident decision maker.
• Strong negotiation and persuasion skills, fluency in English, and computer literacy are necessary.

Only shortlisted candidates will be contacted.

Our client is a leading global financial advisory firm committed to transparency, integrity, and development. They provide market-leading, cross-border financial advisory services ensuring clients receive the best possible advice from confident, well-rounded professionals.

The NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients. This role involves providing bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients.

• Client Relationship Management:
• Build and maintain long-term relationships with high-net-worth NRI clients.
• Understand clients' financial goals, risk tolerance, and investment preferences.
• Conduct regular reviews and updates with clients to ensure their financial plans remain aligned with their objectives.
• Financial Advisory:
• Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning.
• Develop and implement tailored investment strategies that meet clients' financial goals.
• Investment Management:
• Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance.
• Monitor and review investment performance, making adjustments as necessary to optimize returns.
• Business Development:
• Identify and pursue new business opportunities within the NRI market.
• Conduct seminars, webinars, and networking events to attract potential clients.
• Collaborate with internal teams to develop marketing strategies targeting the NRI segment.
• Regulatory Compliance:
• Ensure all advisory activities comply with local and international regulatory standards.
• Stay updated on regulatory changes and their impact on clients' financial plans.

We seek an experienced professional with a Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification (e.g., CFA, CFP) is preferred.

Minimum 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients and a transferable client portfolio and Assets Under Management (AUM).

Key skills include strong analytical abilities, excellent communication and interpersonal skills, and a proven track record in business development and client acquisition.

This position offers a competitive salary and performance-based incentives, comprehensive health insurance, and retirement benefits, as well as opportunities for continuous professional development.

Candidates interested in this opportunity should submit their resume and a cover letter detailing their relevant experience and why they are the right fit for this role.

This is a key role for a Property Specialist who speaks Italian, Chinese, or Russian. As a successful Property Consultant, you will be responsible for advising clients on real estate investments, conducting property tours and assisting with sales transactions.

• Provide expert advice on real estate investment opportunities
• Conduct thorough property tours and handle sales transactions professionally
• Deliver exceptional customer service and respond promptly to client inquiries
• Research the market and develop tailored investment recommendations

• Proven experience in real estate consulting and sales
• Excellent communication and customer service skills
• Bachelor's degree in Business, Real Estate, or a related field preferred

The ideal candidate should possess excellent organizational and multitasking abilities, as well as strong analytical skills. Experience in a similar role is advantageous but not required.

We are seeking a highly motivated and results-driven individual who can deliver high-quality solutions and build long-term relationships with our clients.