184 Financial Advisor jobs in Dubai
Financial Advisor
Posted today
Job Viewed
Job Description
A key professional in any organization, the Financial Strategist plays a pivotal role in providing expert financial guidance to help clients manage and optimize their financial activities.
This involves analyzing financial data, developing financial models, conducting cost analyses, and preparing comprehensive reports. The Financial Strategist often works closely with management teams to deliver strategic guidance on investment decisions, budgeting, and risk management.
Responsibilities:- Develop detailed and accurate financial forecasts by analyzing current financial data.
- Implement effective financial strategies to improve efficiency and profitability.
- Provide expert advice on investment opportunities and risk management strategies.
- Collaborate with management to prepare comprehensive business and financial plans.
- Prepare financial reports, summaries, and presentations for stakeholders and managers.
- Conduct cost analyses to identify budget variances and optimize resource allocation.
- Evaluate market trends to provide insights into competitive financial planning.
- Assist companies in creating long-term financial goals and strategies for achieving them.
- Offer guidance on tax planning and compliance with financial regulations.
- Review financial policies and procedures to ensure optimal operational efficiency.
- Monitor cash flow management to ensure robust liquidity and cash management practices.
- Provide training and support to team members on financial tools and methodologies.
- Bachelor's degree in Finance, Accounting, or a related field is essential.
- Proven experience as a Financial Strategist or in a similar financial position.
- In-depth knowledge of financial laws, regulations, and practices.
- Exceptional analytical skills with strong attention to detail and accuracy.
- Proficient in the use of financial software and advanced Excel skills.
- Excellent communication and interpersonal skills to work effectively with teams.
- Ability to develop and deliver clear and concise financial reports to stakeholders.
Financial Advisor Dubai
Posted today
Job Viewed
Job Description
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.
#J-18808-LjbffrFinancial Advisor Dubai
Posted today
Job Viewed
Job Description
(embed)
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-LjbffrStrategic Financial Advisor
Posted today
Job Viewed
Job Description
Seeking a seasoned professional to fill a highly strategic role within our organization. As a Private Banker Principal, you will be responsible for providing exceptional client service and guidance on complex financial matters.
Key ResponsibilitiesFinancial Advisor Director
Posted today
Job Viewed
Job Description
Job Title: Financial Advisor Director
We are seeking a highly experienced and skilled Financial Advisor Director to join our team. The successful candidate will be responsible for executing financial transactions, developing business strategies, and managing client relationships.
Key Responsibilities:
- Participate in all aspects of transaction execution, including origination and execution.
- Draft marketing presentations, pitch materials, and information memoranda.
- Develop full financial models and conduct valuation analyses.
- Evaluate business plans and project reports.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related discipline.
- Minimum 2 years of experience in investment banking and/or mergers & acquisitions.
- Excellent written and verbal communication skills.
- Strong financial modeling and PowerPoint skills.
Benefits:
- Opportunity to work with a reputable international investment bank.
- Training and development opportunities.
- A dynamic and supportive work environment.
Others:
- No remote work option available.
- Full-time employment opportunity.
Financial advisory and management consulting services for corporate clients involve high pressure situations which require the ability to adjust quickly to changing priorities. We encourage applicants who can display flexibility under stress.
Expert Financial Advisor
Posted today
Job Viewed
Job Description
Motivate Media Group is seeking a skilled Financial Analyst to manage the accounts payable process.
Responsibilities- Manage invoices, vendor payments, and reconciliation in an accurate and timely manner.
- Ensure proper documentation and compliance with financial regulations.
- Assist in budgeting, forecasting, and financial analysis.
- Oversee bank reconciliation, audit preparations, and internal controls.
- Professional qualification (CA, CWA, ACCA, CPA preferred).
- Proven experience in accounting and general accounting.
- Strong analytical skills and attention to detail.
- Proficiency in accounting software and MS Excel.
- Excellent communication and problem-solving skills.
- Graduate in Journalism or related course. Background in business journalism or finance.
- Minimum of 5 years and above relevant professional work experience.
- Must meet deadlines and have strong time management skills.
Motivate Media Group is a leading multi-platform content producer with a diverse portfolio of media interests.
Financial Advisor Dubai
Posted today
Job Viewed
Job Description
(embed)(/embed)
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 offiduciary duty, transparency, and a holistic approachencapsulated 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 includeInvestment Managementthrough tailored portfolio strategies, sophisticatedRetirement & Financial Planning,Estate & Legacy Planningto ensure wealth endures, and specializedRisk Managementsolutions to protect clients' assets. They are particularly adept at navigating the complex financial challenges faced byexpatriates, 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 bespokeRetirement & Financial PlansandEstate & Legacy Strategiesthat align with the complex, international lives of clients.
Design and manage personalizedInvestment Portfoliosbased 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 recordas 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-Ljbffr
Be The First To Know
About the latest Financial advisor Jobs in Dubai !
Corporate Financial Advisor
Posted today
Job Viewed
Job Description
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Experienced Corporate Solutions/Institutional Wealth Managers who want to join us on our journey of continued growth. The CEO emphasises training and career development as foundational to our culture, with support for ongoing career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, rapidly growing and continually seeking individuals who want to learn and develop with us on this journey. Our commitment is to deliver personalised, independent financial advice to each client.
As a Corporate/Institutional Wealth Manager you must have your own client book across the GCC regions, with a proven track record in advising and helping companies with financial planning. Products include, but are not limited to, group medical insurance; group savings plans and professional indemnity liability insurance.
deVere Group has licenses in multiple countries enabling cross-border financial planning and access to leading industry technology. You will manage many parts of a client's wealth and take an active interest in their financial wellbeing. Preferably you will bring an existing client book and build strong relationships while providing investment advisory services that address the needs of the client's company.
ResponsibilitiesThe role requires managing a client book in corporate/institutional wealth management, advising on financial planning for companies, and delivering investment advisory services that integrate other financial services to meet client needs across the GCC regions.
Qualifications & Skills- A degree or equivalent experience, preferably in business, finance, economics, or management.
- Service-focused with strong numerical and analytical skills and attention to detail.
- UK level 4 advisory qualification or the aspiration to achieve this.
- Experience in managing high net worth clients is desirable but not essential.
- Understanding of lump-sum investments, offshore investments, fintech, bonds, or pension products is advantageous.
- Trustworthy, financially sound, professional team player with a service-driven mindset.
- Sound judgement and ability to analyse investment risk; ambitious and driven by targets.
- Opportunity for further chartered qualifications relevant to the industry.
- Multiple career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training to support development.
- Client and employee events.
This role is for Corporate Solutions and Institutional Advisory Professionals and you must have your own existing client book to apply for this role.
Seniorities- Associate
- Full-time
- Finance and Sales
Note: This description reflects the responsibilities and qualifications for the role and does not include unrelated postings.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Responsibilities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client's situation to pick the correct products and services for those client's needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Qualifications
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Role details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance and Sales
Ambitious Financial Advisor
Posted today
Job Viewed
Job Description
Our organisation is seeking a dedicated and ambitious individual to enhance their career experience and develop personal and business equity in a dynamic economy.
The role presents an exceptional opportunity for someone with a passion for delivering exceptional service and building strong relationships.
Key responsibilities include:
- Enhancing client relationships through face-to-face wealth management advice
- Developing and implementing strategies to build long-term, trusted client relationships
What our organisation offers to a successful candidate:
- Comprehensive training and development opportunities
- Practice management support
- Access to extensive resources available to all partners
- Access to research and insights from a leading investment team
- A dynamic and engaging office environment with supportive colleagues
This is an exciting opportunity for individuals who are driven by the commitment to providing outstanding client experiences.