553 Client Analyst jobs in the United Arab Emirates

Join to apply for the Investment Banking Analyst role at Arboris Capital Limited

Join to apply for the Investment Banking Analyst role at Arboris Capital Limited

Arboris Capital Limited is a DIFC-based investment bank regulated by the DFSA with a prudential category 4 license. We specialize in providing strategic advisory services, M&A advisory, and alternative investment opportunities to High Net Worth Individuals, family offices, and institutional investors across the GCC region.
Our proprietary platform, CapGain, empowers investors to access and invest in curated private markets opportunities, including private equity, private credit, venture capital, and real estate funds. At Arboris Capital, we are committed to innovation, excellence, and delivering bespoke financial solutions that meet the sophisticated needs of our clients.
MAIN PURPOSE OF THE JOB
As an Investment Banking Analyst at Arboris Capital, you will be at the forefront of financial innovation, combining traditional investment banking services with the dynamic world of alternative investments. In this multifaceted role, you will provide analytical support on high-impact M&A transactions and strategic advisory services for mid-market clients in the GCC region. Additionally, you will play a pivotal role in evaluating world-class alternative investment funds—including private equity, private credit, venture capital, and real estate — to be featured on CapGain, Arboris Capital’s proprietary investment platform.
This role offers an exceptional opportunity to develop a comprehensive skill set in investment banking and alternative investment fund analysis while working with a highly experienced team in a fast-growing, DFSA-regulated investment bank.
If you’re passionate about finance, technology, and innovation, and eager to work in an environment that values excellence, collaboration, and forward-thinking strategies, this role is your gateway to a rewarding career at the intersection of investment banking and alternative investments.
Duties And Responsibilities
Investment Banking Execution

• Financial Modeling: Develop detailed financial models, including DCF, comparable company analysis, and precedent transaction analysis, under the guidance of senior team members.
• Financial Analysis: Collect, organize, and analyze complex financial data to support client proposals and strategic plans.
• Client Materials: Prepare high-quality client presentations, pitch books, and industry reports.
• Buyer/Seller Research: Conduct market research to identify potential buyers, sellers, and capital sources.
• Data Gathering and Due Diligence: Collect information and conduct due diligence on target companies.
• Transaction Support: Assist in managing deal processes, coordinating with internal teams, clients, and external advisors.
  

• Due Diligence: Perform comprehensive quantitative and qualitative analyses of alternative investment funds, including private equity, private credit, venture capital, and real estate.
• Fund Evaluation: Assess fund performance, strategies, risk factors, and market opportunities for inclusion on the CapGain platform.
• Reporting: Prepare detailed fund analysis reports and recommendations for the Placement team and clients.
• Collaboration: Work closely with the CapGain and Relationship Management teams to facilitate fund listing and placement activities.
  

• Industry Research: Conduct industry-specific research to identify trends and market opportunities.
• Company Research: Conduct company research, maintaining accurate records on funding sources and key influencers.
• Alternative Investments: Conduct alternative investment research using various sources including specialist databases to identify potential opportunities.
• Regulatory Updates: Stay updated on regulatory changes and economic developments impacting M&A and fund investments in the GCC region.
  

• Client Due Diligence: Support KYC, AML, and client onboarding procedures in line with DFSA regulations.
• Risk Mitigation: Identify and mitigate potential risks related to transactions and fund investments.
  

• Work closely with senior team members and cross-functional departments including legal, compliance and business development departments.
• Support internal stakeholders in preparing materials and data for clients and investors.
  

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Experience: Up to 4 years in investment banking, private equity, transaction services, or fund analysis.
  

• Strong proficiency in financial modeling and valuation methodologies.
• Knowledge of alternative investments (private equity, private credit, venture capital, real estate).
• Experience in the DIFC and familiarity with DFSA regulations are a plus.
• Proficiency in Microsoft Office Suite and financial databases (i.e. Bloomberg, PitchBook, Preqin, Capital IQ).

• Seniority levelNot Applicable

• Employment typeFull-time

• Job functionFinance and Sales
• IndustriesInvestment Banking

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Client Relationship Management Job

This role is a key component in building and maintaining strong client relationships. We are seeking an Analyst to join our team who can provide exceptional support and analysis to enhance client satisfaction and loyalty.

The ideal candidate will be responsible for collaborating with various internal departments to ensure that client needs are met effectively and efficiently.

Main Responsibilities:

• Provide primary point of contact for clients, addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
• Analyze client data and feedback to identify trends insights and opportunities for improvement in service delivery and client engagement.
• Prepare and present regular reports on client satisfaction metrics account performance and relationship health to management and stakeholders.
• Work closely with cross-functional teams including sales marketing and operations to align client needs with company offerings and initiatives.
• Maintain accurate records of client interactions feedback and action items in the CRM system to ensure continuity and accountability.

Required Skills:

• Bachelor's degree in Business Administration Finance or a related field.
• 0-1 years of experience in client relationship management customer service or a similar analytical role.
• Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.
• Excellent verbal and written communication skills with a focus on building relationships and influencing stakeholders.
• Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong organizational skills and attention to detail.

What We Offer:

• A proactive approach to problem-solving and a willingness to learn and develop further.
• Strong interpersonal skills to effectively collaborate with team members and clients.
• A commitment to delivering high-quality work and supporting the overall success of the client relationship management team.

About This Role:

• Enhance client satisfaction and loyalty by providing exceptional support and analysis.
• Collaborate with internal departments to meet client needs effectively and efficiently.
• Develop strong analytical and problem-solving skills to drive business results.

Client Lifecycle Management Analyst

Join HSBC and unlock new opportunities in a career that values diversity. HSBC International Wealth and Premier Banking aim to be the preferred international bank for affluent customers, supporting their domestic and international banking needs, as well as holistic wealth management. We offer a premium proposition through Premier Banking and, together with our Global Private Bank, are present in key markets worldwide, providing top-tier asset management and insurance services.

The CLM Analyst is responsible for managing all Client Lifecycle Management tasks related to customer lifecycle events, including:

1. Onboarding: Analyze, validate, and ensure customer onboarding by reviewing documentation (banking forms, CDD documentation, corroboration), KYC/KYT information, and screening activities.
2. CDD Modification: Analyze, validate, and register account modifications related to CDD, Tax (FATCA, QI, US PP, CRS), including updating structures, creating persons, registering documents, and managing account activity status within the systems.
3. PEDR: Complete and manage trigger events, periodic reviews, and event-driven reviews, performing due diligence on KYC/KYT information and screening activities.

In this role, you will:

• Provide end-to-end operational support to client-facing teams, delivering a first-class client experience while ensuring compliance with internal and external regulations.
• Support front office staff with all CLM activities for new and existing clients, including:
• Client engagement
• Customer onboarding
• CDD modification management
• Managing overdue PEDR reviews within thresholds
• Maintaining quality metrics within thresholds
• Adhering to CDD guidelines and risk appetite
• Assessing client risk alignment with the bank's standards
• Protecting the bank from financial crime exposure

Drive client experience initiatives aligned with CLM’s strategy, focusing on proactive support for relationship managers and maintaining high standards of client service. Ensure fair outcomes for customers and uphold the integrity of financial markets.

Join to apply for the Client Lifecycle Management Analyst role at HSBC Recruitment

Join to apply for the Client Lifecycle Management Analyst role at HSBC Recruitment

Client Lifecycle Management Analyst
Some careers prize diversity more than others.

Job Description
Client Lifecycle Management Analyst
Some careers prize diversity more than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
CLM Analyst is responsible for managing all Client Lifecycle Management tasks related to Customer life cycle events.

• Onboarding: Analyse, validate and ensure Customer Onboarding: perform documentation review (banking forms, CDD documentation, corroboration), Know Your Customer (KYC) /Know Your Transactions (KYT) information, screening activities
• CDD Modification: Analyse, validate and register all the Account modifications (CDD / Tax (FATCA / QI / US PP and CRS): perform input on structure update, person creation, documents registration, blocking / unblocking account activity and Customer Data Management /CDM) issue creation/update within the systems
• PEDR: Complete and manage trigger events, periodic and event driven reviews: perform due diligence activities on KYC/KYT information, screening activities
  

• Deliver consistent and practical end-to-end operational support to client facing teams, providing first-class client experience to both internal (client facing) and external clients, ensuring compliance with internal and external guidelines and regulations for this key client stage.
• Provide advisory and operational support to front office staff for all new or existing to bank customers CLM activities, meeting the following objectives:
• Direct client engagement
• Customer Onboarding
• CDD modification management
• PEDR overdue within threshold
• Quality metrics within thresholds
• Adherence to CDD guidelines and risk appetite
• Assess whether such clients match the risk appetite of the Group and the Bank
• Preserve the reputation of the HSBC Group and
• protect the Bank from a possible financial crime exposure
• Drive the client experience efforts in line with CLM’s client experience strategy focusing on working proactively supporting the FO managing existing clients in a cohesive and meaningful manner.
• Maintain highest standard of excellence in client service across the team and with individual portfolio through a range of initiatives.
• Deliver consistent fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
  

• Graduation degree is a must to secure a UAE Visa and Work Permit.
• Strong experience in client lifecycle management, client onboarding, KYC/AML or related middle-office/operations functions.
• Working knowledge of AML, regulatory compliance and controls within the banking and financial services industry
• Strong teamwork initiative; Good research and communication skills.
• Skilled IT user with a capacity to adapt to new or complex tools and use efficiently all usual software suit (Excel, Word, Access, Outlook, etc.)
• Flexible and accountable: Open (to different ideas and cultures), dependable (by doing the right thing and take personal accountability) and Connected (with our clients, providers, regulators and colleagues by demonstrating collaboration and respect)
  

• Seniority levelNot Applicable

• Employment typeFull-time

• Job functionBusiness Development and Sales
• IndustriesBanking, Financial Services, and Investment Banking

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Client Lifecycle Management Analyst

Join HSBC and unlock new opportunities in a career that values diversity. HSBC International Wealth and Premier Banking aim to be the preferred international bank for affluent customers, supporting their domestic and international banking needs, as well as holistic wealth management. We offer a premium proposition through Premier Banking and, together with our Global Private Bank, are present in key markets worldwide, providing top-tier asset management and insurance services.

The CLM Analyst is responsible for managing all Client Lifecycle Management tasks related to customer lifecycle events, including:

• Onboarding: Analyze, validate, and ensure customer onboarding by reviewing documentation (banking forms, CDD documentation, corroboration), KYC/KYT information, and screening activities.
• CDD Modification: Analyze, validate, and register account modifications related to CDD, Tax (FATCA, QI, US PP, CRS), including updating structures, creating persons, registering documents, and managing account activity status within the systems.
• PEDR: Complete and manage trigger events, periodic reviews, and event-driven reviews, performing due diligence on KYC/KYT information and screening activities.

In this role, you will:

• Provide end-to-end operational support to client-facing teams, delivering a first-class client experience while ensuring compliance with internal and external regulations.
• Support front office staff with all CLM activities for new and existing clients, including:
• Client engagement
• Customer onboarding
• CDD modification management
• Managing overdue PEDR reviews within thresholds
• Maintaining quality metrics within thresholds
• Adhering to CDD guidelines and risk appetite
• Assessing client risk alignment with the bank's standards
• Protecting the bank from financial crime exposure

Drive client experience initiatives aligned with CLM’s strategy, focusing on proactive support for relationship managers and maintaining high standards of client service. Ensure fair outcomes for customers and uphold the integrity of financial markets.

Company:

The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills excellent communication abilities and a proactive approach to problem-solving.

We will count on you to:

• Serve as a primary point of contact for clients addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
• Analyze client data and feedback to identify trends insights and opportunities for improvement in service delivery and client engagement.
• Prepare and present regular reports on client satisfaction metrics account performance and relationship health to management and stakeholders.
• Work closely with cross-functional teams including sales marketing and operations to align client needs with company offerings and initiatives.
• Maintain accurate records of client interactions feedback and action items in the CRM system to ensure continuity and accountability.

What you need to have:

• Bachelors degree in Business Administration Finance or a related field.
• 0-1 years of experience in client relationship management customer service or a similar analytical role.
• Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.
• Excellent verbal and written communication skills with a focus on building relationships and influencing stakeholders.
• Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong organizational skills and attention to detail.

What makes you stand out:

• A proactive approach to problem-solving and a willingness to learn and develop further.
• Strong interpersonal skills to effectively collaborate with team members and clients.
• A commitment to delivering high-quality work and supporting the overall success of the client relationship management team.

Required Experience:

IC

This is a senior-level role that involves managing investment portfolios for institutional and family office clients. The ideal candidate will have experience in portfolio management, be able to develop and execute investment strategies, and possess strong analytical and problem-solving skills.

• You will be responsible for allocating investment portfolios to cover a range of clients, including institutional and family office clients.
• The portfolios will be managed on a fully discretionary basis by teams of three to six people, with the aim of specifying, developing and executing clients' investment strategies.
• This will involve setting long-term asset allocation targets, evaluating and selecting third-party investment managers, designing and overseeing derivative overlay strategies, researching and generating tactical asset allocation ideas, and attending client meetings to report on investment performance and discuss strategy.

Key Responsibilities:

• To drive business development in the region, identify prospects, engage key leaders, participate in meetings and prepare meeting notes and follow-ups.
• To perform due diligence on third-party investment managers, co-author investment strategy White Papers and help develop the company brand.
• To ensure full compliance with local data protection regulations and privacy controls.

Required Skills and Qualifications:

• An intellectually curious team player with a strong desire to further the company's reputation for excellence.
• A strong academic background with a genuine passion for financial markets.
• Good problem-solving and interpersonal skills and thrive in a collaborative working environment.
• Approximately 5+ years in a professional services role, preferably in management consulting, investment banking or accounting.
• Strong language skills and bi-lingual (Arabic and English) with experience of having lived in and worked in the GCC.
• Keen to commit to further professional development, such as obtaining the CFA qualification.

What We Offer:

We offer a competitive package that includes training and support to help you achieve your career goals.

How to Apply:

If you are interested in this exciting opportunity, please submit your application.

We are seeking a highly experienced and skilled professional to oversee the quality and financial success of our portfolio of projects/client accounts.

The ideal candidate will have a strong background in cost management, with a minimum of 20 years experience in the construction industry, including at least 5 years in Dubai or the Middle East.

• The successful candidate will be responsible for managing high-profile landmark projects, leading teams of over 10 personnel, and ensuring compliance with all procedures and quality control measures.

• They will also be responsible for managing the resources across several large-scale or a portfolio of projects, within established budgets.

Additionally, the candidate will be accountable for briefing the team on project scopes to ensure roles and responsibilities are understood, and will supervise and mentor more junior members of staff to enable their development.

Qualifications:

• Bachelor's Degree in Quantity Surveying, Engineering, or other Construction-related field.

• Chartered RICS Membership (MRICS).

Experience:

• Minimum 15 years post-graduate experience.

• Minimum 5 years in the Middle East.

AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. These may include medical, dental, vision, life, AD&D disability benefits, paid time off, leaves of absence, voluntary benefits, perks, flexible work options, wellbeing resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.

As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.

Remote Work: No

Employment Type: Contract

We are seeking a highly skilled Portfolio Management Strategist to join our team. This role involves overseeing the strategic leadership, growth, and performance management of client portfolios within Priority and Private Banking segments.

In this position, you will be responsible for developing and executing data-driven portfolio strategies to enhance customer value and ensure exceptional service delivery. You will also manage the customer lifecycle - from generation through conversion-to support sustainable business development and deepen existing client relationships.

• Develop and execute data-driven portfolio strategies to drive business growth and improve customer satisfaction.
• Manage the customer lifecycle, from generation through conversion, to support sustainable business development and deepen existing client relationships.
• Lead cross-functional teams to achieve strategic objectives and deliver exceptional results.
• Analyze market trends and competitor activity to inform business decisions and stay ahead of the competition.

To succeed in this role, you will need:

• A Bachelor's degree in Business Administration, Finance, or a related field.
• At least 5 years of experience in portfolio management or a related field.
• Proven track record of driving business growth and improving customer satisfaction.
• Excellent leadership and communication skills.
• A strong analytical mindset and ability to make informed decisions.

As a valued member of our team, you can expect:

• A competitive salary and bonus structure.
• Ongoing training and professional development opportunities.
• A dynamic and supportive work environment.
• The chance to work with a talented team of professionals who share your passion for delivering exceptional results.

If you are a motivated and results-driven individual who is passionate about portfolio management and customer lifecycle management, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.