291 Financial Advisor jobs in the United Arab Emirates
Financial Advisor
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About Evvolve & Partners:
Evvolve & Partners is a global strategic advisory firm connecting visionary founders with family offices, high-net-worth individuals, and institutional investors. We've facilitated $2B+ in transactions and over 1,550 investor meetings through a proprietary, thesis-aligned approach to capital markets advisory.
Role Overview:
We are seeking a Financial Advisor with a strong focus on investor engagement. In this role, you will lead investor calls, pitch curated investment opportunities, and manage relationships with capital providers globally. You'll be the front line of Evvolve's deal execution—translating founder narratives and financials into compelling investment cases for qualified investors.
Key Responsibilities:
- Lead investor calls to pitch active fundraising opportunities sourced by Evvolve.
- Clearly articulate investment theses, market potential, financial highlights, and strategic rationale.
- Assess investor interest and qualification (sector fit, ticket size, strategic goals).
- Customize pitch delivery to investor type (family office, VC, institutional) and stage of relationship.
- Coordinate follow-ups, data room access, and next steps with investors post-call.
- Collaborate with analysts and partners to refine pitch materials and prepare Q&A responses.
- Track investor feedback and engagement metrics to optimize outreach and conversion.
Qualifications:
- 3–6 years of experience in financial advisory, capital markets, or investor relations.
- Demonstrated experience leading investor presentations or roadshows.
- Strong communication and presentation skills—able to distill complex information into compelling narratives.
- Understanding of venture and growth-stage investment dynamics, term sheets, and cap tables.
- Ability to manage multiple live conversations across time zones and investor types.
- Comfortable working in a fast-paced, deal-driven environment with global exposure.
What We Offer:
- Direct access to qualified deal flow and a proprietary global investor network.
- High-exposure role in active fundraising transactions across leading sectors.
- Supportive, collaborative team with strong track record in venture advisory.
- Competitive compensation and performance-based incentives.
Financial Advisor
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We are looking for financial advisor to sell our life insurance and investment products across UAE region.
We offer salary, commission, visa and medical insurance card.
Job Type: Full-time
Financial Advisor
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Job Title: Financial Advisor – Emirati Local only
Company: AMAFH Commercial Brokers (Part of ALIYAS Group)
Location: Dubai
Employment Type: Full-time
About Us
AMAFH Commercial Brokers is one of the 26 companies operating under the ALIYAS Group, a diversified conglomerate with a strong presence across multiple industries. At AMAFH, we specialize in providing tailored financial solutions to individuals and businesses, with a strong focus on personal loan advisory services. Our trusted partnerships with leading banks and financial institutions enable us to deliver reliable and customer-centric financial products.
Job Description
We are looking for a dynamic and client-oriented Financial Advisor (Personal Loans) to join our expanding team. In this role, you will help clients assess their financial needs and secure the best personal loan options available in the market.
Key Responsibilities
- Identify, prospect, and build relationships with potential clients.
- Advise clients on suitable personal loan products and eligibility criteria.
- Assist clients with documentation and application processes.
- Liaise with banks and lending partners to ensure smooth loan processing.
- Meet and exceed monthly sales and business targets.
- Keep up-to-date with financial market trends, products, and policies.
Requirements
- Strong interpersonal and communication skills.
- Ability to work independently and achieve sales targets.
- Bachelor's degree in Finance, Business, or related field (preferred).
What We Offer
- Competitive salary package with performance-based incentives.
- Training, guidance, and career development opportunities.
- Exposure within one of the UAE's leading business groups (ALIYAS Group).
- A supportive and professional work culture.
Whatsapp me your CV on Only Emirati Locals)
Job Type: Full-time
Pay: AED5, AED7,000.00 per month
Financial Advisor
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Job Title:
Financial Advisor
Location:
Dubai, United Arab Emirates
Experience Level:
3-4 Years
Mandatory Requirement:
Candidates Applying for this role are required to have an active clientele.
Job Overview:
We are seeking a motivated and experienced Financial Advisor with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Financial Advisor will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
Key Responsibilities:
Client Relationship Management:
- Establish and maintain long-term relationships with clients by providing personalized financial advice.
- Conduct in-depth assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance.
Financial Planning and Strategy:
- Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
- Regularly review and update financial plans to reflect changes in the client's life or market conditions.
Investment and Product Knowledge:
- Educate clients on a range of financial products that we provide.
- Recommend appropriate investment products based on clients' goals.
Client Acquisition and Business Development:
- Actively prospect for new clients through networking, referrals, and personal outreach.
- Maintain and grow a client base by providing excellent service and developing trust-based relationships.
- Continuously seek opportunities to cross-sell additional financial products and services.
Regulatory Compliance and Risk Management:
- Ensure all advice and product recommendations comply with industry regulations and company policies.
- Keep up to date with changes in financial laws and regulations to maintain compliance.
- Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
Qualifications and Skills:
- Bachelor's degree in Finance, Business, or a related field.
- 3-4 years of experience
as a Financial Advisor or in financial planning, investment advisory, or wealth management. - Professional certifications such as
Certified Financial Planner (CFP)
,
Chartered Financial Analyst (CFA)
,
Chartered Financial Consultant (ChFC)
are preferred. - Strong knowledge of financial products & investment strategies.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
- Proven ability to develop and implement personalized financial plans.
Financial Advisor
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Financial Advisor
Dubai
Competitive Package - Salary Commission
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai
We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor you will be responsible for providing expert financial advice to our clients helping them to achieve their financial goals and secure their financial futures.
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP CFA or other relevant certifications
- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
Responsibilities:
- Build and maintain relationships with clients providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients current financial situations and future goals
- Develop and implement personalized financial plans for clients including investment retirement and tax planning strategies
- Monitor clients financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Offering a competitive package as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.
Offering a competitive package as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.
#J-18808-LjbffrFinancial Advisor
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Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory
Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Dubai office. If you are passionate about growing your career and are open to relocating to Dubai, this is your chance
At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.
Why Join Us- Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.
- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.
- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.
- Build and nurture a client base of high-net-worth individuals (B2C).
- Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.
- Identify and address personal and financial needs, delivering tailored wealth management solutions.
- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.
- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.
- Perform general administrative duties as required.
- Degree or equivalent experience in business, finance, economics, or management.
- Proven sales acumen with experience in face-to-face client interactions.
- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
- Reliable, professional, and a team player with a track record of delivering top-quality service.
- Proven financial sales success with a drive for targets and ambition.
- Opportunity to earn further chartered qualifications relevant to the industry.
- Diverse career opportunities and progression.
- Potential for transfers to different locations.
- Competitive commission bonuses with a transparent structure.
- Comprehensive individual and team training to support your development.
- Leading industry administration and compliance structures.
- Advanced IT & CRM systems and top-notch technical support.
- Full product training.
- Associate
- Full-time
- Finance, Sales, and Business Development
- Financial Services and Investment Advice
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Financial Advisor
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Job Description
Mandatory Requirement: Candidates applying for this role are required to have an active clientele.
OverviewWe are seeking a motivated and experienced Financial Advisor with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Financial Advisor will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
Key Responsibilities- Client Relationship Management: Establish and maintain long-term relationships with clients by providing personalized financial advice.
- Client Assessment: Conduct in-depth assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance.
- Financial Planning and Strategy: Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
- Regularly review and update financial plans to reflect changes in the client's life or market conditions.
- Investment and Product Knowledge: Educate clients on a range of financial products that we provide.
- Recommend appropriate investment products based on clients' goals.
- Client Acquisition and Business Development: Actively prospect for new clients through networking, referrals, and personal outreach.
- Maintain and grow a client base by providing excellent service and developing trust-based relationships.
- Continuously seek opportunities to cross-sell additional financial products and services.
- Regulatory Compliance and Risk Management: Ensure all advice and product recommendations comply with industry regulations and company policies.
- Keep up to date with changes in financial laws and regulations to maintain compliance.
- Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
- Bachelor's degree in Finance, Business, or a related field.
- 3-4 years of experience as a Financial Advisor or in financial planning, investment advisory, or wealth management.
- Professional certifications such as Certified Financial Planner (CFP) , Chartered Financial Analyst (CFA) , Chartered Financial Consultant (ChFC) are preferred.
- Strong knowledge of financial products & investment strategies.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
- Proven ability to develop and implement personalized financial plans.
- Associate
- Full-time
- Finance and Sales
- Financial Services and Investment Management
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Financial Advisor
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As a key player in our financial team, you will be responsible for developing and maintaining relationships with clients by providing personalized advice and tailored solutions.
Key responsibilities include:
- Developing and maintaining relationships with clients to identify and address their financial needs
- Providing personalized advice and tailored solutions to meet the diverse needs of our clients
- Staying up-to-date with market trends and regulatory requirements to ensure that our clients receive the best possible service
Benefits:
- A competitive salary package
- Ongoing training and professional development opportunities
- A dynamic and supportive work environment
Requirements:
- Degree in finance or a related field
- Minimum 3 years' experience in a client-facing role
- Excellent communication and interpersonal skills
Financial Advisor Dubai
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Prestige IFA Jobs is proud to partner with a distinguished Dubai-based wealth management firm that applies the disciplined, strategic mindset of elite sports to the world of finance. Our client is built on a powerful foundation of fiduciary duty, transparency, and a holistic approach encapsulated in their core philosophy of ‘Wealth, Wellness, and Legacy’ .
This firm provides a superior advisory experience by offering comprehensive, bespoke solutions across all facets of wealth management. Their services include Investment Management through tailored portfolio strategies, sophisticated Retirement & Financial Planning , Estate & Legacy Planning to ensure wealth endures, and specialized Risk Management solutions to protect clients' assets. They are particularly adept at navigating the complex financial challenges faced by expatriates, professional athletes, and ultra-high-net-worth families .
The Opportunity:
We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.
The successful candidate will have the opportunity to:
Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.
Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.
Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.
Utilize the firm’s advanced technological platform to deliver an exceptional, modern client experience.
Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.
Ideal Candidate Profile:
Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)
- Ideally have a transferrable book of business of at least U$2million
Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.
Exceptional client relationship management and new business development skills.
A deep understanding of holistic financial planning and investment products.
While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm's core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.
Benefits:
Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.
Please note: This position would typically suit experienced and qualified IFA candidates, and qualified UK based advisors keen on embarking on a career in financial services and wealth management in Dubai. 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 financial services qualifications and and growth aspirations.(mailerlite_form form_id=2) CISI Level 4, CFP, CFA, or equivalent certifications #J-18808-LjbffrFinancial Advisor Dubai
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Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals.
As a Financial Advisor, you will prospect for potential clients, understand their financial requirements, recommend suitable financial products, and build long-term relationships with them. The ideal candidate should possess a self-driven, persistent personality and a passion for making a meaningful impact on clients’ lives.
The successful candidate must have a minimum of three years of experience in wealth management or financial advisory without any record of client dissatisfaction or regulatory sanctions. Additionally, they should hold a level 4 qualification or equivalent in financial services. They should have passed the Series 65 examination in the US and managed assets under management (AUM) of at least $12 million.
Candidates should have a proven track record in client relationship management and acquisition and a self-motivated, dynamic personality with the ability to work independently. A relevant degree in client counselling, such as economics, financial planning, or investment analysis, would also be beneficial.
The role offers a competitive, rewards-based package, including a salary, full office and administration support, and further career opportunities. With scope to earn more, typical first-year earnings range from $50,000 to 300,000. Successful applicants will receive dedicated training from qualified and experienced professionals to ensure they reach their full potential.
If you are passionate about helping clients achieve their financial goals, please apply now to take the first step in your exciting new career as a Financial Advisor in Dubai.
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