370 Financial Advice jobs in the United Arab Emirates

Financial Services Advisor

Abu Dhabi, Abu Dhabi beBeeFinancial

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Job Description

Customer Service Representative Job Summary

Attending incoming calls to respond to customer inquiries, resolve complaints and sell financial services is a key aspect of this role. Key responsibilities include operating the telephone switchboard, attending inquiry calls, scheduling appointments and maintaining records for customer communications.

Key Responsibilities
  • Answer, screen or forward calls providing information, taking messages or scheduling appointments.
  • Resolve customer complaints as first point of contact.
  • Maintain appointment calendars and update trackers.
  • Analyze data to determine answers to customer questions.
  • Collect, sort, distribute or prepare mail and messages.
Technical Competencies Required
  • Credit Risk Analysis
  • Customer Relationship Management
  • Banking Applications
Why Choose This Role?

This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and have a keen eye for detail. If you are self-motivated and enjoy working in a fast-paced environment, then this could be the ideal role for you.

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Financial Services Consultant

AED120000 - AED200000 Y ICG Middle East

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Key Responsibilities

  • Provide expert financial analysis, forecasting, and strategic planning support to clients
  • Develop and maintain financial models for budgeting, valuation, and investment decisions
  • Advise on tax planning, compliance, and regulatory matters
  • Collaborate with cross-functional teams to optimize financial performance
  • Deliver client presentations and reports with clarity and precision

Qualifications

  • ACCA accreditation (mandatory)
  • 4–6 years of experience in financial consulting, auditing, or corporate finance
  • Strong command of financial modeling tools and ERP systems
  • Excellent communication and client-facing skills
  • Ability to manage multiple projects and meet tight deadlines
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Financial Services Strategist

Dubai, Dubai beBeeAntiMoneyLaundering

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Job Description

The financial services sector is undergoing rapid transformations. Increasingly fast innovation cycles and disruptive forces require fresh minds that understand what our clients expect from us.

We believe that growth is a continuous journey. Each step of this journey must be taken by committing excellence - excellence in our products, our services, our ideas, and our people.

To succeed in this environment, we are seeking a highly capable Anti-Money Laundering & Fraud Specialist Solutions Architect to support our go-to-market efforts across the Middle East & Africa (MEA) and Asia-Pacific (APAC) regions.

Serving core operations to modern digital needs, we have a deep domain knowledge and solutions in financial services extend across insurance, retail and corporate lending, Islamic Banking, anti-money laundering and asset management.

Our ideal candidate will possess a strong understanding of regulatory requirements and industry trends. They will also have expertise in developing and implementing effective anti-money laundering strategies.

In return for your skills and experience, you can expect a challenging and rewarding role with opportunities for growth and development.

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Financial Services Expert

Al Ain, Abu Dhabi beBeePayment

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Job Overview

We are seeking a seasoned Payments Specialist to lead our global payment initiatives, driving efficiency and growth in fiat and crypto transaction processing.

This role requires a deep understanding of payments systems, APIs, and compliance in the crypto-forex space. Ideal candidates will have 3+ years of experience in payments, banking, or fintech.

Key Responsibilities
  • Oversight of fiat and crypto payment rails, ensuring compliance with international standards.
  • Maintenance of strong relationships with PSP banks and wallets.
  • Support for integration of new payment providers.
  • Investigation and resolution of transaction and KYC-related issues.
Requirements
  • A comprehensive grasp of blockchain payments and FX operations.
  • An analytical mindset with exceptional problem-solving skills.
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Financial Services Professional

Dubai, Dubai beBeeMortgage

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Job Description

Mortgage Advisor Role

We are seeking an experienced and knowledgeable professional to join our team as a Mortgage Advisor.

This is an entry-level position that offers the opportunity for career growth and development in financial services.

You will provide expert advice to clients seeking home financing solutions for their purchase or refinance needs.

  • Deliver exceptional customer service by responding promptly to inquiries.
  • Advise clients on suitable mortgage products based on their individual requirements.
  • Collaborate with sales and business development teams to build a portfolio of referral partners.
  • Support clients throughout the loan process from application to closing.
  • Identify new business opportunities using our extensive client database.

About the Job

In this role, you will have the opportunity to work with a diverse range of clients and develop your expertise in mortgage products and real estate transactions.

Our training program covers all aspects of mortgage lending, including product knowledge, transaction flow, and operational systems.

Your Responsibilities

As a Mortgage Advisor, your key responsibilities will include:

  1. Providing high-quality customer service and support.
  2. Developing and maintaining relationships with clients and referral partners.
  3. Staying up-to-date with industry developments and changes in regulations.

What We Offer

We offer a dynamic and supportive work environment that encourages growth and development.

Our team is committed to excellence and is passionate about delivering outstanding results.

Contact Us

If you are a motivated and experienced professional looking for a new challenge, please submit your application.

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Financial Services Professional

Dubai, Dubai beBeeInsurance

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About Our Insurance Agent Role

We are seeking an experienced and skilled insurance agent to join our team. As an insurance agent, you will play a key role in increasing our insurance penetration, finance partners and insurance brokerage.

You will work closely with clients to achieve auto finance and insurance targets. Strong communication and negotiation skills are required to increase closing ratios.

Our team is fast-paced and high-performing, requiring initiative, attention to detail and ability to work in a dynamic environment.

  • Key responsibilities include:
  • Target-oriented and strong closer
  • Communicate with all clients and complete their finance and insurance
  • Work closely with banks, insurance brokers and transfer team for vehicle transfer success
  • Identify client objections and offer solutions
  • Assist with client queries via phone, email or viewings
  • Understand the motors market and its audiences
  • Increase partnerships with banks and insurance brokerage
  • Promote rates that satisfy buyer needs
  • Build rapport and relationships with clients (sellers and buyers)
  • Prepare daily reports on finance and insurance updates, deals closed and pipeline

Requirements include:

  • Bachelor's Degree
  • Minimum 2 years' experience as Finance Agent in UAE (preferably in banks)
  • Experience using CRM software/Apps (Salesforce preferred)
  • Valid UAE driver's license and willingness to meet new and existing clients
  • Customer service skills and training techniques with ability to learn quickly
  • Excellent written and verbal communication skills in English
  • Strong closing skills
  • Multitasking, prioritization and time management
  • Presentable, responsible and professional attitude
  • Customer service attitude, work ethic and drive for success
  • Passion for helping others

Benefits include:

  • Fast-paced, high-performing team
  • Multicultural environment with over 60 nationalities
  • Competitive tax-free salary
  • Comprehensive health insurance
  • Annual air ticket allowance
  • Employee discounts at vendors
  • Rewards and recognitions
  • Learning and development opportunities

We are an equal opportunity employer, committed to diversity and inclusivity.

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Financial Services Representative

Dubai, Dubai beBeeSales

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Job Description

Key Roles and Responsibilities

Selling a broad range of financial products and services to a diverse international client base is a key part of this role.

You will thrive in a fast-paced environment where ambition is rewarded, thanks to your strong focus on the retail Forex industry.

This opportunity offers the luxury of working from home or a home office in certain regions, along with the resources, tools, and team support needed for unlimited success.

About You

Successful candidates will have at least 2 years' experience and knowledge of Forex, Futures, On Exchange Equities, Options and CFD products as well as MT4/MT5, Currenex, cTrader or equivalent trading platform expertise.

A proven sales track record, solution-focused approach, and exceptional communication skills are essential for this role.

Fluency in another language is a valuable asset.

Key Responsibilities
  • Sell financial products and services to a diverse client base
  • Develop a book of clients and manage existing relationships
  • Follow transactions from opening to destination
  • Work collaboratively as part of a fast-paced sales team
What We Offer

Tradeview Markets provides unmatched online trading solutions to traders and investors worldwide. We offer 24-hour trade support, streamlined administrative procedures, and multiple trading platforms.

With over 20,000 trading accounts and offices worldwide, we're one of the fastest-growing Forex Brokers, committed to customer service and lightning-fast execution.

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Financial Services Specialist

Ajman, Ajman beBeeSpecialist

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Job Description

Job Opportunity

We are seeking a skilled professional to spearhead the development and management of our Correspondent Banking marketplace.

  • About the Role:
  • The ideal candidate will possess strong banking knowledge, negotiation skills, and experience in managing relationships with financial institutions.
  • This role requires close collaboration with various teams, including Risk Management and Product Development, to ensure seamless integration and regulatory compliance.
  • The successful candidate will be responsible for advising clients on selecting correspondent banking services, managing the RFP process, and providing competitive offerings that meet their business needs.
  • In addition, the role involves continuous monitoring of industry trends, regulatory changes, and competitive landscapes to inform strategic initiatives.
Key Qualifications
  • Prior experience in Correspondent Banking or a related field
  • Strong understanding of AML, SWIFT Messaging, and KYC requirements
  • Excellent business development and relationship management skills
What We Offer

A remote working environment, unlimited leave days for work-life balance, medical insurance, and performance-based bonuses.

We value a collaborative culture and invest in our experts' career growth.

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Financial Services Specialist

Dubai, Dubai beBeeAccountant

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Financial Services Specialist Job Description

We are seeking a qualified professional to manage and analyze financial data.

Key Responsibilities:
  • Prepare and review financial statements and reports
  • Develop and manage budgets to achieve business objectives
  • Analyze financial data to identify trends and areas for improvement
Requirements:
  • Strong understanding of financial principles and regulations
  • Excellent analytical and problem-solving skills
  • Proficient in accounting software and tools

Our ideal candidate will have strong organizational skills, be able to work accurately and efficiently, and possess excellent communication skills. We value diversity and promote equal opportunities in the workplace.

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Financial Services Associate

Sharjah, Sharjah beBeeCustomerService

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Job Description

Job Description

We foster a collaborative environment where diverse perspectives are valued. Our product suite is driven by digital platforms and distribution channels to serve clients in the MENA region.

  • We respond to client inquiries, complete transactions, and service requests within agreed timelines to ensure quality standards and bank policies.
  • We support revenue-generating activities, educate clients on access options, channel migration, and identify cross-selling opportunities to deepen client relationships.
  • We coordinate internal reports to support business areas in preparation for meetings.
  • We assist in creating internal memos, requests, and customer letters to ensure service standards and adherence to policies.
  • We manage ourselves according to people management policies to maximize contribution to business performance.
Required Skills & Qualifications

The ideal candidate should have at least 4 years of experience in banking working in sales and service environments for financial institutions.

  • Bachelor's Degree in Business, Accounting, or Finance.
Key Responsibilities

Main responsibilities include:

  • Client Service: Responding to client queries, completing transactions, and servicing requests within agreed timelines.
  • Revenue Generation: Supporting revenue-generating activities, educating clients on access options, and identifying cross-selling opportunities.
  • Reporting: Coordinating internal reports to support business areas in preparation for meetings.
  • Documentation: Assisting in creating internal memos, requests, and customer letters.
Qualifications

Candidates should possess:

  • A Bachelor's Degree in Business, Accounting, or Finance.
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