151 Cfp jobs in Dubai

We are seeking an experienced Investment Advisor for our client, a prominent Asset Management Firm in Dubai. The incumbent will support the CIO and Relationship Managers (RMs) in constructing client investment portfolios aligned with each client's risk profile, leveraging available products and asset allocation models.

• Primarily responsible for portfolio proposals, asset allocation/construction, periodic reviews, and rebalancing.
• Perform ongoing monitoring of existing portfolios and investments, ensuring portfolios are aligned with high-level strategy, objectives, and goals.
• Assist Relationship Managers in attracting new assets under management and understanding new investment products.
• Coordinate execution of trades with custodian banks, brokers, fund houses, and partners.
• Keep track of developments in the global macro environment, financial markets, and emerging trends to provide high-quality advice.
• Support the CIO with investment research, focused lists, and market updates.
• Ensure all advisory and discretionary trades are executed in line with internal investment policy guidelines.
• Ensure compliance with internal and external regulatory requirements.

• CFA Charterholder and Bachelor's degree in Economics, Finance, or Business Management.
• Strong understanding of global markets and in-depth knowledge of various asset classes/products (Equities, Bonds, Funds, Structured Products, FX & Commodities), investment management strategies, portfolio construction, monitoring, and rebalancing techniques.
• Minimum 5 years of experience in Wealth Management, Private Banking, or Asset Management in an investment advisory function.
• Excellent knowledge of and experience with Bloomberg.
• Proficiency in PowerPoint presentation skills and Excel analytical functions.

• Strategic thinker with a solid foundation in investment management strategies, portfolio construction, and rebalancing techniques.
• Exceptional analytical and research abilities, able to stay current with market trends and global economic shifts.
• Excellent communication skills, with the ability to present complex financial concepts clearly.
• Detail-oriented with strong organizational skills to manage multiple portfolios and ensure compliance.

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

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

Responsibilities:

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

Requirements:

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

What We Offer:

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

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

• Seniority levelAssociate

• Employment typeFull-time

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

Dubai, Dubai, United Arab Emirates 12 hours ago

Dubai, Dubai, United Arab Emirates 7 hours ago

Dubai, Dubai, United Arab Emirates 20 hours ago

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

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.

Senior Investment Advisor - Private Banking

We are seeking an experienced and client-focused Investment Advisor to join a Swiss private bank with a strong heritage and entrepreneurial culture. This is a hands-on role, working closely with clients and Relationship Managers, with a focus on cross-asset expertise, tailored portfolio solutions, and practical investment advice. Based in Dubai, the role offers exposure to an international client base and the opportunity to grow within a Swiss private banking platform known for its stability, trust, and innovation.

• Provide unbiased and comprehensive investment advice to Relationship Managers and clients, aligned with regulatory requirements and client investment strategies.


• Design and develop tailor-made proposals within the client's portfolio context, based on risk profile and objectives.


• Prepare bespoke investment solutions for both new and existing clients.


• Proactively advise sophisticated clients in accordance with guidelines and policies.


• Monitor and analyse client portfolios, including detailed performance reviews.


• Execute and document trades, manage cash positions, and prepare client reports.


• Support Relationship Managers with investment-related queries, acquisition initiatives, and revenue optimisation opportunities.


• Update client risk profiles as required in coordination with Relationship Managers.

• Bachelor's degree in Finance, Economics or Business Management.


• 5–10 years' experience in Wealth Management Advisory.


• Solid understanding of asset allocation and portfolio construction strategies.


• Demonstrated expertise across equities, fixed income, structured products, FX, commodities, and private equity.


• Strong analytical, communication, and presentation skills in English; additional languages such as Arabic or French are a significant advantage.

• Proven experience working with private banking clients.


• Service- and solution-oriented mindset.


• Strong team player with excellent communication and sales skills.


• Fluent in English; Arabic and/or French highly valued.

• Seniority level: Mid-Senior level


• Employment type: Full-time


• Job function: Strategy/Planning and Finance


• Industries: Banking and Financial Services

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.

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:

• 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 client's 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 real-time 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: 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.
• Experience: Minimum of 3-5 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: In-depth 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.
• Comprehensive health and wellness benefits.
• Opportunities for professional growth and development.
• A collaborative and innovative work environment.
• 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.