111 Cfp jobs in Dubai

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

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Skill Category: International Wealth Management

Description:

Investment Advisor

Responsibilities:

• Responsible for bespoke multi-asset structured solutions for client’s investment and hedging needs
• Meet clients with front office to better understand client needs and provide advisory services
• Collaborate with front office coverage and Lead discussions directly with tagged clients – providing market updates, appropriate trade ideas and advisory services
• Responsible for all order taking for tagged clients including transmitting orders for execution , booking of trades ensuring appropriate disclosures are made as per policy requirements
• Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders
• Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients
• Identify opportunities to streamline processes and increase operational efficiency

Requirements:

• Minimum 12 years' relevant experience in related roles
• Strong understanding of financial products and services
• Track-record of structuring, and presenting lending cases to internal stakeholders in relevant markets in Private Banking / Wealth Management space.
• Awareness of legal and regulatory environment in key markets, as highlighted above, and how these affect structuring of lending transactions in difference markets.
• Well versed in legal structures used in key markets for obligors.
• Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base.

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 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.

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.

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.

Job Title: Alternative Investment Advisor

Location: Dubai UAE

About Our Client:

Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360degree 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 wellbeing 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:

Client Engagement: Build and maintain strong relationships with clients understanding their financial goals risk tolerance and investment preferences.

Financial Planning: Develop comprehensive financial plans tailored to each clients needs including retirement planning tax optimization estate planning and more.

Investment Strategy: Create and implement personalized investment strategies utilizing a wide range of financial products and services offered by the company.

Market Analysis: Stay updated with global financial markets economic trends and investment opportunities to provide informed advice.

Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients conduct virtual meetings and provide realtime investment updates.

Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

Client Education: Educate clients on various financial products market trends and investment strategies to empower them to make informed decisions.

Qualifications

Education: Bachelors degree in Finance Economics Business Administration or a related field. A Masters degree or professional certifications (e.g. CFA CFP) is a plus.

Experience: Minimum of 35 years of experience in investment advisory or wealth management preferably within the UAE market.

Skills:

Strong analytical and quantitative skills.

Excellent communication and interpersonal skills.

Proficiency in using digital tools and interactive platforms.

Ability to work independently and as part of a team.

Knowledge: Indepth understanding of financial markets investment products and regulatory requirements in the UAE.

Language: Fluency in English is required

What Our Client Offers:

Competitive package with attractive commission package.

Comprehensive health and wellness benefits.

Opportunities for professional growth and development.

A collaborative and innovative work environment.

Access to cuttingedge 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.

Competitive package with attractive commission package.

Comprehensive health and wellness benefits.

Opportunities for professional growth and development.

A collaborative and innovative work environment.

Access to cuttingedge digital tools and platforms.

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.