93 Financial Advisor jobs in 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.

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.

The Private Banker Principal plays a pivotal role in navigating the complex landscape of high net worth clients, delivering tailored financial solutions that cater to their distinct needs. A seasoned professional with extensive experience in private banking, you possess a unique blend of commercial acumen and technical expertise.

• Proactively identify and engage with prospective clients, converting them into long-term partners through effective relationship building and strategic advice.
• Demonstrate a profound understanding of clients' businesses and sources of wealth creation, enabling informed decision-making and tailored solutions.
• Serve as a trusted advisor, providing strategic guidance on financial matters and fostering credibility and trust with Citi Private Bank colleagues.
• Build lasting relationships with client families across generations, establishing a strong foundation for long-term connections to the Citi Private Bank.
• Effectively manage client expectations, ensuring that financial strategies are aligned with their goals and risk tolerance.
• Maintain a comprehensive understanding of client objectives, uncovering unarticulated needs and developing innovative solutions to strengthen relationships with the firm.

• 15+ years of experience in private banking, encompassing the UHNW market and demonstrated track record in relationship selling.
• Extensive knowledge of key investment and financing products, coupled with expertise in identifying business opportunities and addressing the unique needs of specific client segments.

• Bachelor's or University degree, with a Master's degree preferred.

Citi is an equal opportunity employer, offering a dynamic work environment where qualified candidates can grow and thrive without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Ensure compliance with regulatory requirements and minimize potential liability for Citi, upholding the highest standards of personal and professional integrity.

We are seeking a motivated and customer-focused Sales Accountant to support our sales operations.

• Understand customer needs and offer tailored solutions for customized products.
• Coordinate and ensure smooth execution of orders from quotation to installation.

• Bachelor's degree in Accounting or related field.
• Experience in sales and accounting (interior design, fabric, or home décor industry is beneficial).
• Strong customer service and communication skills.
• Proficiency in MS Office (Excel, Word) and accounting software.
• Ability to multitask and coordinate with multiple teams.
• Attention to detail, accuracy, and organizational skills.

We are seeking a highly motivated and detail-oriented individual to assist our team of financial advisors. This opportunity offers the chance to gain hands-on experience in client-facing roles, develop financial advisory skills, and understand banking products and services in a real-world setting.

You will work closely with experienced advisors to support client service, financial planning, and sales initiatives.

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE

We are representing an international leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.

As an Independent Financial Advisor, you will be responsible for providing expert financial advice to 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 over 5 million 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 personalised 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.

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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 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.

We are seeking a Wealth Strategist to join our team in Dubai, where they will serve as a technical expert and resource on wealth planning matters.

• The candidate will provide expertise on trust, insurance, tax advisory, and family office advisory for both prospects and clients.
• They will work closely with Relationship Managers to assist in acquiring new clients, retaining, expanding, and deepening existing clients through a holistic approach to the clients' wealth planning needs.
• The candidate will also provide internal training to Relationship Managers and other stakeholders.
• Additionally, they will follow up on suggested planning solutions and liaise with external advisors and service providers.

Requirements

• Requires 5+ years of experience as a wealth planner, trust manager/officer, or private client legal advisor.
• A legal or tax background is preferred, but not required.
• STEP qualification is a plus, but not essential.
• The ideal candidate will have excellent organizational, interpersonal, verbal, and written communication skills.
• They should be able to view wealth planning holistically and incorporate various disciplines.

What We Offer

We offer a competitive salary and benefits package, including opportunities for professional growth and development. Our team is dedicated to delivering exceptional results and providing a supportive and collaborative work environment. If you are a motivated and experienced Wealth Strategist looking for a new challenge, please submit your application today.

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.