92 Cfp jobs in Dubai

Responsible for overall product management, including product operations, booking, and reporting of client transactions and portfolios for Wealth Management clients.

Manage the investment product suite and oversee the P&L associated with all investment products, including Mutual Funds, Fixed Income, Structured Products, Equity Products, Derivatives, & Alternatives.

The role requires a wide range of knowledge and skills, along with a self-starter and results-oriented approach to support the products and operations.

Own end-to-end product management, booking, and support the Sales Team in implementing product strategies, including booking and reporting through systems or manual processes as needed.

Preferred candidate profile:

• Minimum Graduate Degree from a reputed university
• At least 6 years of experience managing and supporting investment products in Retail Banking or Wealth industry
• Experience managing wealth management portfolios for international clients
• Strong analytical skills for portfolio management
• Excellent presentation and communication skills
• Thorough understanding of business and market dynamics

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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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.

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.

• 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;
• 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;
  
  
• Ensure compliance with predefined portfolio parameters;
• Monitor and analyze portfolios, carrying out detailed portfolio and performance reviews;
• Execute and document trades, manage cash flows, and create client reports;
• 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;
  
  
• Update risk profiles for clients where required, in coordination with RMs.

• Bachelor’s degree in Finance, Economics, or Business Management;
• Minimum 5-10 years of experience in a Wealth Management Advisory role;
• Understanding of asset allocation and common portfolio and investment strategies. Experience in equities, fixed income, structured products, FX, commodities, and Private Equities;
• 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.

Bachelor of Business Administration(Management)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Description

Job Description

• 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 an investment strategy;
• Create and develop tailor-made investment proposals
  - create proposal 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;
• Ensure compliance with predefined portfolio parameters;
• Monitor and analyse portfolios, carrying out detailed portfolio and performance reviews;
• Execute and document trades, cash management and create client reports;
• Support / assist Relationship Managers
  - in general investment questions and on investment-related activities;
  - in client acquisition and retention;
  - to identify profitable investment opportunities,
  - to optimise revenue generation;
• Update risk profile for client where required, coordinated with RM.

Desired Candidate Profile

Qualifications

• Bachelor s degree in Finance, Economics or Business Management;
• Minimum 5-10 years of experience in a Wealth Management Advisory role;
• Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities, fixed income, structured products, FX and commodities as well as Private Equities;
• Impeccable communication and presentation skills, both verbal and in writing in English; any other language is an asset.

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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: Senior Investment Advisor

We are seeking an experienced Senior Investment Advisor to join our team in the Dubai Secondary Market. As a key member of our team, you will play a crucial role in providing expert advice to clients on investing in the property market.

• Conduct thorough market research and trend analysis to provide personalized investment advice to clients.
• Develop and implement effective marketing strategies to generate leads and promote properties through various channels.
• Ensure accurate and up-to-date listings of properties, adhering to all relevant regulations and industry standards.
• Plan and conduct property viewings to present to potential buyers or acquire new sellers.
• Perform comparative market analysis to provide expert advice on secondary property values.
• Negotiate and follow up on opportunities with prospective buyers and sellers.
• Manage daily operations, including internal CRM tools and documentation processes.
• Stay updated on market trends and conditions, advising clients on property-related matters, prices, and mortgage opportunities.
• Collaborate with the marketing team to develop innovative lead generation strategies.
• Facilitate negotiations between buyers and sellers, reviewing purchase contracts to ensure terms are met.

• At least 1 year of experience in the Dubai Secondary Market preferred.
• UAE driving license and a car is mandatory.
• Excellent interpersonal skills, with the ability to build strong relationships with both sellers and buyers.
• Experience in sales or understanding of sales processes and techniques.
• Strong communication and networking skills.
• Self-motivated, ambitious, and trustworthy individual.
• Ability to work independently with great dedication.
• Confident decision-maker with a proactive attitude.
• Strong negotiation and persuasion skills.
• Fluent in English; proficiency in additional languages is an asset.
• Proficient in computer applications, including MS Office, Internet, and CRM systems.
• Team player with a positive attitude.