352 Financial Advisor Support jobs in the United Arab Emirates

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.

• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Competitive Salary & Benefits
• Collaborative Work Environment

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.

• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.

• Strategic Leadership Opportunity: This role offers the chance to develop and implement the entire Wealth Management proposition for the UAE, providing significant influence and impact on the bank's growth in a key market.
• High-Impact and Growth Potential: The position involves driving increased market share and profitability, along with continuous team development and stakeholder engagement, making it ideal for a candidate seeking a challenging role with clear growth metrics.

Disclaimer: is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.
#J-18808-Ljbffr

Unlock a rewarding career in wealth management as a specialist.

The role of a wealth specialist is crucial in driving the bank's wealth and bancassurance proposition. As a key member of the business banking team, you will engage with sales and coverage teams to deepen penetration of wealth and bancassurance products among customers.

Your primary focus will be on customer profiling, lead generation, and fulfillment, leveraging your expertise in wealth management to create new business opportunities for the bank.

• Achieve set financial targets by interacting with customers and collaborating with assigned sales and coverage teams.
• E nsure 100% activation of all assigned team members from the sales and coverage teams.
• Maintain high-quality sales with minimal leakage due to clawbacks or cancellations.

• Possess at least 5 years of experience in wealth management for SME customers in the UAE.
• Own a means of personal transportation.
• Hold CII – Level 3 & CISI – AWB certifications (CFA is an advantage).
• Demonstrate excellent multi-lingual communication skills, with Arabic fluency being an advantage.

This role offers a unique opportunity to grow professionally, work closely with a dedicated team, and make a meaningful impact on customer satisfaction.

In this position, you will enjoy:

• Competitive compensation packages.
• Regular training and development opportunities.
• Flexible working arrangements.

We are looking for a seasoned wealth management professional who can bring their expertise and passion to this role. If you have a proven track record in customer profiling, lead generation, and fulfillment, we encourage you to apply.

Please submit your application with a detailed CV and cover letter outlining your relevant experience and qualifications.

The Business Analyst plays a crucial role in the Wealth Management division, ensuring seamless product migrations and customer experiences.

• Spearhead online banking migration initiatives, focusing on EI Wealth Management's specific needs.
• Act as the single point of contact for EI WM, gathering requirements from various stakeholders to enhance products and services.
• Collaborate with IT teams to prioritize phases based on business objectives, guaranteeing smooth transitions.
• Develop user stories incorporating existing rules, logic, and validations.
• Work closely with design teams to update product look and feel according to EI WM requirements.
• Lead testing efforts post-transition, identifying and proposing changes as needed.
• Validate labels, texts, images, notifications, customer messages, product names, features, charges, T&Cs, etc., especially those not covered by CMS.
• Support analytics and personalization rule creation.
• Coordinate with marketing/portfolio teams for images, card artworks, promotional rules, etc.
• Identify and validate business rules, logic, and product configurations in channels.
• Review acceptance criteria and test cases to ensure comprehensive coverage.

• Senior-level expertise in analysis, research, and IT.
• Contract employment type.
• Industry: IT Services and Consulting.

Our client is a prestigious member of the FTSE 100, managing over 150 billion GBPin Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established internationaloffices in Dubai, Hong Kong, and Singapore.

Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.

The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

- Comprehensive training and development for securing local qualifications and licensing

- Practice management and tailored marketing support

- Access to extensive support resources available to all partners of the client

- Access to research and insights from an industry-leading investment team

- A dynamic and engaging office environment with supportive, driven colleagues

A little about the ideal candidate:

- Degree-holder and industry-qualified level 4 minimum.

- Experienced or currently practicing as an adviser

- Proven track record in business networking

- Exceptional sales skills in advisory services

- Driven by the commitment to providing outstanding client experiences

- Highly motivated and goal-oriented, aspiring to succeed and build a business

If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.

We are seeking a seasoned Private Wealth Manager to join our team. As a key member of our Private Banking division, you will be responsible for cultivating strong personalized relationships with a portfolio of High Net Worth (HNW) clients.

• You will drive private banking sales and revenue by encouraging cross-selling of bank products to existing clients and sourcing new business from Super HNW individuals via referrals and marketing efforts.

The ideal candidate will optimize the potential value of the client base through the delivery of Private Banking products and services. They will communicate with HNW clients to structure advice based on client needs and recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenue.

• Maintain the bank's reputation by ensuring ethical professional behavior at all times.
• Enhance market profile and awareness.
• Achieve revenue goals and sales & portfolio growth targets across a range of products & services.
• Acquire new to bank HNW clients.
• Maintain a superior customer service experience for clients.
• Minimize customer attrition.
• Maintain proactive client contact.

To succeed in this role, you will require:

• Strong numbers selling & investments/Financial Market knowledge.
• Strong interpersonal skills and cultural sensitivity.
• Relationship management & networking skills.
• 8 years of experience in a similar job with another bank/financial services.

We are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for providing exceptional service to clients and promoting our financial products.

• Maintain a high level of product knowledge to effectively communicate with clients
• Promote financial products to meet sales targets
• Foster strong relationships with clients through excellent communication and interpersonal skills

• Bachelor's degree or equivalent in finance or a related field
• Excellent communication and interpersonal skills
• Prior experience in sales or customer-facing roles is preferred

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

We value our employees and provide a supportive work environment that fosters collaboration and innovation.

High Net Worth Client Financial Specialist

A senior financial advisor with expertise in wealth management is sought to provide personalized investment and financial planning solutions to affluent individuals and families.

About the Role:

The ideal candidate will possess a deep understanding of high net worth client needs and have a proven track record of delivering tailored financial strategies that align with their objectives. They will be responsible for developing and managing a portfolio of clients, providing comprehensive financial planning, and staying up-to-date with market trends and regulatory changes.

Key Responsibilities:

1. Client Portfolio Management: Develop and implement personalized financial plans that meet the unique needs of each client, taking into account their risk tolerance, investment goals, and overall financial situation.
2. Financial Planning: Conduct comprehensive financial analyses, including investment management, retirement planning, estate planning, and tax optimization, to ensure alignment with clients' financial objectives.
3. Market Research: Stay current with market trends, economic conditions, and regulatory changes to provide informed advice and recommendations to clients.
4. Communication: Effectively communicate complex financial information to clients, ensuring they are well-informed and confident in their financial decisions.

Requirements:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
• Minimum 5 years of experience in wealth management or a related financial advisory role.
• Proven track record of managing and growing a portfolio of high-net-worth clients.
• Strong knowledge of financial products, investment strategies, and market dynamics.
• Excellent communication, negotiation, and interpersonal skills.

Preferred Qualifications:

• Strategic thinking and analytical skills.
• High level of professionalism and ethical standards.
• Client-focused with a commitment to delivering exceptional service.