344 Financial Advisor jobs in the United Arab Emirates

Senior Investment Advisor

Dubai, Dubai Mirabaud & Cie SA

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Bachelor of Business Administration(Management)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Description

Job Description

  • Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers' and clients, based on regulatory context, BO domicile an investment strategy;
  • Create and develop tailor-made investment proposals
    - create proposal in a portfolio context based on client's risk profile;
    - prepare bespoke investment proposals for acquiring new business as well as for existing clients;
    - provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies;
  • Ensure compliance with predefined portfolio parameters;
  • Monitor and analyse portfolios, carrying out detailed portfolio and performance reviews;
  • Execute and document trades, cash management and create client reports;
  • Support / assist Relationship Managers
    - in general investment questions and on investment-related activities;
    - in client acquisition and retention;
    - to identify profitable investment opportunities,
    - to optimise revenue generation;
  • Update risk profile for client where required, coordinated with RM.

Desired Candidate Profile

Qualifications

  • Bachelor s degree in Finance, Economics or Business Management;
  • Minimum 5-10 years of experience in a Wealth Management Advisory role;
  • Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities, fixed income, structured products, FX and commodities as well as Private Equities;
  • Impeccable communication and presentation skills, both verbal and in writing in English; any other language is an asset.

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Financial Advisor

Dubai, Dubai Ircfsjobs

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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.

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Financial Advisor

Dubai, Dubai beBeeInsurance

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As a Wealth Guardian, you will play a pivotal role in helping clients create and safeguard their financial well-being through expert advice.

Key Responsibilities:
  • Evaluate clients' unique financial needs
  • Design tailored financial solutions to meet clients' objectives
  • Provide ongoing guidance and support to ensure clients receive optimal outcomes
What We're Looking For:

We seek a driven individual with a strong background in sales, business development, and relationship management, preferably within the financial services or wealth management industry.

A bachelor's degree in a relevant field, such as business, finance, or marketing, is essential.

What We Offer:

Our state-of-the-art office provides a dynamic work environment, complete with continuous training and development programs, cutting-edge technology, and experienced mentors to guide your success.

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Financial Advisor Dubai

Dubai, Dubai iExpats

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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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Strategic Financial Advisor

Abu Dhabi, Abu Dhabi beBeeFinance

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As a key member of a finance team, you will oversee financial aspects of subsidiaries. This includes reviewing contracts, managing revenue, and optimizing costs. You will ensure compliance with relevant accounting standards, support budgeting and forecasting activities, and collaborate across departments to achieve financial objectives and maintain data integrity.

Key Responsibilities:

  • Financial Planning : Draft and review financial sections of contracts, ensuring alignment with financial controls and risk management practices.
  • Evaluate Pricing Strategies : Analyze pricing strategies and cost optimization techniques to maintain profitability and competitiveness.

Revenue & Cost Management : Oversee revenue recognition, implement project costing methods, and monitor lease agreements in line with accounting standards.

Budgeting & Forecasting : Develop annual budgets, rolling forecasts, and financial models to support strategic planning and informed decision-making.

Reporting & Compliance : Prepare monthly, quarterly, and annual financial reports, ensuring compliance with ADGM policies and accounting standards.

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Strategic Financial Advisor

Abu Dhabi, Abu Dhabi beBeeFinancial

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Role Overview:

The Finance Business Partner will provide strategic financial advice to senior management and leadership teams. This role will be responsible for driving business growth through effective financial planning, analysis, and decision-making.

Key Responsibilities:
  • Develop and implement sound financial strategies that align with the organization's objectives.
  • Oversee the preparation of financial statements and ensure compliance with relevant regulations.
  • Implement financial controls to maintain accurate accounting practices and mitigate risks.
  • Collaborate with internal stakeholders to achieve financial goals and optimize business performance.
Education & Experience Requirements:
  • At least 5 years of experience in finance, including 3+ years in a managerial or leadership role.
  • Proven expertise in financial planning, budgeting, and analysis.
  • Proficiency in MS Office and financial software, including Excel and PowerPoint.

Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance, Accounting / Auditing, and Strategy / Planning Industry: Government Administration and Government Relations Services Location: Abu Dhabi Emirate, United Arab Emirates Currency: AED

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Senior Financial Advisor

Abu Dhabi, Abu Dhabi beBeeFinancial

Posted today

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Senior Financial Advisor

We are seeking an experienced Senior Financial Advisor to join our team.

  • This role will oversee the financial aspects of various projects, including contract review, revenue management, and cost optimization.

The successful candidate will have strong analytical skills, with experience in financial modeling, budgeting, and forecasting.

Key Responsibilities:

  1. Develop and maintain comprehensive financial models to support strategic planning.
  2. Collaborate with cross-functional teams to identify areas for cost savings and process improvements.

Requirements:

  • MBA or equivalent degree.
  • Minimum 5 years of experience in finance, preferably in a senior role.

Benefits:

  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.
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Expert Financial Advisor

Dubai, Dubai beBeeWealth

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Job Title: Financial Advisor

Our company specializes in wealth management, retirement planning, business protection, and more. We pride ourselves on our conservative approach, balancing opportunity and risk to enhance asset performance.

We partner with global institutions for best-in-class expertise and enjoy long-term career stability with a buy-out agreement.

  1. Work for a respected organization
  2. Receive competitive compensation
  3. Enjoy dedicated administrative support
  4. Benefit from individual and team training
  5. Have access to an in-house Analyst
  6. Be part of a friendly, supportive team

The ideal candidate is an experienced financial professional with a strong client bank, excellent communication skills, and a professional attitude.

Required Skills:
  • Experience in financial services
  • Excellent communication skills
  • Professional attitude
  • Strong client bank
Benefits:
  • Competitive compensation
  • Dedicated administrative support
  • Long-term career stability
  • Buy-out agreement
Company Information:

Our company is a leading financial services firm with over 15 years of experience.

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Senior Financial Advisor

Dubai, Dubai beBeeWealth

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We are seeking a highly skilled Financial Professional to join our team in Dubai.

Job Description: Key Responsibilities:
  1. Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
  2. Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
  3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services.
  4. Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
  5. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  6. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  7. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

The ideal candidate will possess a deep understanding of financial markets, investment products, and regulatory requirements in the UAE. They will have excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with high-net-worth clients. In addition, they will have proficiency in using financial planning and portfolio management tools, and the ability to work independently and as part of a team.

This is an exciting opportunity for a motivated and experienced professional to take their career to the next level. If you are a driven individual with a passion for finance, we encourage you to apply for this challenging and rewarding role.

Required Skills:

  • Strong Analytical and Problem-Solving Skills: Ability to analyze complex financial data and develop effective solutions.
  • Excellent Communication and Interpersonal Skills: Ability to build and maintain strong relationships with clients, colleagues, and other stakeholders.
  • Proficiency in Financial Planning and Portfolio Management Tools: Ability to use a range of financial planning and portfolio management software to deliver high-quality results.
  • Deep Understanding of Financial Markets and Regulatory Requirements: Ability to stay up-to-date with changing market conditions and regulatory requirements in the UAE.
  • Ability to Work Independently and as Part of a Team: Ability to work effectively both independently and as part of a team to achieve business objectives.
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Expert Financial Advisor

Dubai, Dubai beBeeFinancial

Posted today

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Join Our Team as a Financial Expert

  • About the Role:
    • Prepare and examine financial statements and reports to ensure accuracy and compliance with regulations.
    • Maintain accurate and up-to-date financial records, ensuring adherence to local laws and regulations.
    • Manage accounts payable and receivable, perform bank reconciliations, and maintain general ledger entries.
    • Monitor company expenditures and assist with budgeting and forecasting to ensure strategic decision-making.
    • Process monthly payroll and ensure timely statutory compliance.
    • Prepare VAT returns and file taxes in accordance with regulatory requirements.
    • Support internal and external audits by providing necessary documentation and information.
    • Develop and generate comprehensive financial summaries and reports for management review.
    • Identify areas for improvement in financial processes and controls, recommending enhancements and implementing changes.
  • Requirements:
    • Bachelor's degree in Accounting or a related field.
    • Minimum 2–4 years of relevant accounting experience, preferably in a logistics or service industry environment.
    • Strong knowledge of UAE VAT laws and financial regulations.
    • Proficiency in accounting software such as Tally, QuickBooks, or similar ERP systems.
    • Excellent attention to detail and organizational skills.
    • Ability to work independently and meet deadlines.
    • Strong communication and interpersonal skills.

    This is an exceptional opportunity to contribute your financial expertise to a trusted and growing organization. If you are ready to make a meaningful impact, we look forward to reviewing your application.

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Strategic Financial Advisor

Dubai, Dubai beBeeWealth

Posted today

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Overview

Unlock Your Wealth Management Potential

We are seeking an experienced and innovative Wealth Manager to join our team. As a key member of our organization, you will have the opportunity to provide tailored financial advice and wealth management solutions to high-net-worth individuals and families.

Main Responsibilities:

  1. Develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.
  2. Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  3. Analyze clients' financial situations, risk tolerance, and investment goals to create bespoke wealth management plans.
  4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  5. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  6. Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
  7. Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Benefits:

  • Competitive salary and performance-based incentives
  • Comprehensive health and wellness benefits
  • Opportunities for professional development and career advancement
  • A supportive and collaborative work environment

About Our Team

We value integrity, professionalism, and a customer-centric approach in all aspects of our business. If you are a driven and talented individual who is passionate about delivering exceptional results, we would love to hear from you.

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