Financial Services Expert

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Dubai, Dubai beBeeFinance

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Finance Executive

This is a pivotal role that oversees cross-selling of treasury services to existing and new customers, driving revenue growth while ensuring exceptional customer service.

  • Job Responsibilities:
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Financial Services Specialist

New
Dubai, Dubai beBeeAccounting

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Accounting Professional

We are seeking a skilled Accounting Professional to support our clients' short-term projects across the UAE.

This role is ideal for adaptable and hands-on professionals who can work directly at client sites to provide reliable accounting support.

  1. Provide accounting and bookkeeping services tailored to client-specific needs.
  2. Handle accounts payable/receivable, bank reconciliations, and financial reporting.
  3. Maintain accurate and timely financial records.
  4. Work on-site at client locations for the duration of assigned projects.
Requirements
  • Bachelor's degree in Accounting or related field.
  • Minimum 1 year of accounting experience (preferably in client-facing/project-based roles).
  • Proficient in MS Excel and accounting software.
  • Strong communication and adaptability skills.
  • Valid UAE Driving License required.
Benefits
  • Competitive Salary based on experience.
  • Employment Visa.
  • Medical Insurance.
  • Annual Leave as per UAE Labor Law.
  • Opportunities for professional growth in a fast-paced tech environment.
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Financial Services Expert

New
Dubai, Dubai beBeeExpertise

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Job Title: Financial Services Expert

We are seeking an experienced and qualified professional to join our team as a Financial Services Expert in Dubai. As a key member of our wealth management firm, you will be responsible for providing expert financial advice to clients and helping them achieve their long-term goals.

Key Responsibilities:
  • Conduct thorough financial assessments of clients' current situations and future goals.
  • Develop and implement personalized financial plans, including investment, retirement, and tax planning strategies.
  • Build and maintain relationships with clients, providing them with expert guidance and support.
  • Monitor clients' financial progress and adjust plans as necessary.
Required Skills and Qualifications:
  • Minimum 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.
About Us:

Our company offers a competitive package and a supportive 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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ACCOUNT DIRECTOR - FINANCIAL SERVICES

Dubai, Dubai Envision Partnership

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Job Location: Dubai, UAE

Company: Multinational PR & Advertising Agency.

Job Summary: Identify and build opportunities from Organization’s existing strong client portfolio and to source and maximize the growing Financial Communications opportunities across the region.

Job Requirements:

  1. 8+ years’ experience in the field of public relations and communications within financial communications.
  2. Proven track record in managing and measuring communication effectiveness.
  3. Experience in strategic communications, managing finances, including budget development, management, resourcing, and forecasting.
  4. Native-level written and spoken English, enabling strong content development skills, including experience drafting op-eds and quotes/statements for media. Arabic writing would be a bonus.
  5. Lead and/or contribute to pitches and new business efforts focused on FinComm opportunities or integrated assignments.
  6. Track record developing and executing successful communications strategies and programmes.
  7. Possess strong leadership qualities and have in-depth experience effectively managing a group and helping employees grow.
  8. Excellent project management skills including delegation of tasks.
  9. Excellent understanding of social media, and ability to collaborate and communicate with multiple internal stakeholders, including strategic planning and creative.
  10. Strong ability to lead and convert new business opportunities.
  11. Experience managing finances, including budget development, management, resourcing, and forecasting.
  12. Team player who is focused on developing a collaborative work ethic within account teams and is committed to ensuring an excellent work environment.
  13. Excellent writing skills—both technical and creative/promotional proficiency.
  14. Strong communications and interpersonal skills.

If you know of anyone who has these qualifications and is looking for a challenging career, please email:

Jeanette Jarjoura – Executive Search and Leadership Consultant

#J-18808-Ljbffr
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ACCOUNT DIRECTOR – FINANCIAL SERVICES

Dubai, Dubai Envision Partnership

Posted 2 days ago

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Job Description

Job Location: Dubai, UAE

Company: Multinational PR & Advertising Agency.

Job Summary: Identify and build opportunities from Organization’s existing strong client portfolio and to source and maximize the growing Financial Communications opportunities across the region.

Job Requirements:

  • 8+ years’ experience in the field of public relations and communications within financial communications.
  • Proven track record in managing and measuring communication effectiveness.
  • Experience in strategic communications, managing finances, including budget development, management, resourcing, and forecasting.
  • Native-level written and spoken English, enabling strong content development skills, including experience drafting op-eds and quotes/statements for media. Arabic writing would be a bonus.
  • Lead and/or contribute to pitches and new business efforts focused on FinComm opportunities or integrated assignments.
  • Track record developing and executing successful communications strategies and programmes.
  • Possess strong leadership qualities and have in-depth experience effectively managing a group and helping employees grow.
  • Excellent project management skills including delegation of tasks.
  • Excellent understanding of social media, and ability to collaborate and communicate with multiple internal stakeholders, including strategic planning and creative.
  • Strong ability to lead and convert new business opportunities.
  • Experience managing finances, including budget development, management, resourcing, and forecasting.
  • Team player who is focused on developing a collaborative work ethic within account teams and is committed to ensuring an excellent work environment.
  • Excellent writing skills—both technical and creative/promotional proficiency.
  • Strong communications and interpersonal skills.

If you know of anyone who has these qualifications and is looking for a challenging career, please email:

Jeanette Jarjoura – Executive Search and Leadership Consultant

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Financial Services Training Specialist

New
Dubai, Dubai beBeeSales

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Job Description

As a seasoned professional, you will play a pivotal role in shaping the future of financial services training. Our client is a trailblazer in this space, delivering innovative learning solutions that empower individuals to excel in their careers.

The successful applicant will possess a deep understanding of the financial markets and a proven track record of selling training, consulting or e-learning to corporate clients. Strong relationships with key decision-makers are essential, as you will be responsible for identifying new business opportunities and driving growth through strategic analysis and relationship building.

Key responsibilities will include:

  • Engaging with clients and prospects to understand their learning needs and translating these into tailored solutions
  • Positioning our solution offering by leveraging expertise in Learning and Financial Markets
  • Managing a portfolio of clients through strategic analysis, relationship building, and winning new business
  • Staying up-to-date on industry trends and developments to inform the design of effective learning and development solutions
  • Converting opportunities into booked business through sales excellence and leveraging internal resources to write and develop compelling proposals
  • Utilizing data and information management systems to accurately track account developments and produce regular revenue forecasts
  • Effectively handing over programs to operational teams to deliver and manage, while retaining commercial oversight and client relationship

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work collaboratively with colleagues across global offices. A results-driven approach and a passion for delivering exceptional client experiences are essential for success in this role.

In return, we offer a dynamic and fast-paced environment with considerable financial backing and stability, providing a breadth of learning products and solutions. This is an exceptional opportunity to make a real impact and progress your career within a high-performing team.

Contact details have been removed for confidentiality purposes.

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Locum Financial Services Professional

New
Dubai, Dubai beBeeAccounting

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Job Description

The Locum Billing Accountant plays a pivotal role in the seamless completion of billing procedures for patients. This involves verifying insurance and credit company bills on a daily basis, processing insurance claims and invoices, and accurately recording patient charges.

Responsibilities:
  • Complete all billing formalities related to patient discharge.
  • Verify insurance and credit company bills daily.
  • Process and file insurance claims, invoices, and relevant documentation.
  • Record patient charges, telephone charges, and cafeteria bills for patients daily.
  • Cover cashier duties as needed.
  • Follow up on outstanding patient balances and insurance rejections.
Qualifications and Skills
  • Bachelor's Degree in Finance or a related field.
  • Minimum of zero to two years of experience in Billing within Revenue Cycle Management.
  • Proficiency in Computer Applications such as Microsoft Office (e.g., Excel, PowerPoint, Outlook, and Word).
  • Fluent written and spoken English skills.

As a key member of our team, you will have the opportunity to work with various stakeholders and contribute to the efficient operation of our billing processes.

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Senior Financial Services Professional

New
Dubai, Dubai beBeeFinancial

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Job Description

We are seeking a highly skilled professional to serve as a Client Success Manager. This role is responsible for ensuring clients derive maximum value from our solutions through post-sales engagement and effective product adoption.

The Client Success Manager will guide clients through the adoption of our financial data and technology solutions, delivering tailored training, interpreting usage data to identify risks or opportunities, and collaborating with internal teams to ensure client needs are met.

  • Deliver customized engagements such as training sessions, workshops, and webinars to support product adoption.
  • Analyze usage trends to identify at-risk accounts and recommend strategies to improve engagement.
  • Act as a liaison between clients and internal teams, ensuring feedback is shared and commitments are fulfilled.
  • Collaborate with Account Managers to support retention strategies and identify opportunities for growth.

This role requires a strong understanding of cross-asset financial markets and client workflows, as well as experience in Asset Management, Wealth Management, or Investment Banking.

Required Skills and Qualifications
  • Solid understanding of cross-asset financial markets and client workflows.
  • Experience in Asset Management, Wealth Management, or Investment Banking.
  • Proficiency in tools such as Excel and financial modeling platforms; familiarity with trading floor technologies is a plus.
  • Strong communication and problem-solving skills, with a background in client-facing roles.

Inclusion and Accessibility:

We are an equal opportunity employer committed to fostering an inclusive workplace where everyone feels valued. If you require accommodations during the application or interview process, please let us know. We are happy to support your needs.

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Strategic Financial Services Expert

New
Dubai, Dubai beBeeAnalytical

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Commercial and Money Movement Professional

The Commercial and Money Movement Professional will be part of a team covering Commercial and Money Movement areas across the region. The role involves delivering high-impact consulting analytics and data science projects to clients, identifying potential opportunities with banks and fintechs, developing frameworks and approaches to address impactful opportunities and challenges, and building actionable insights to help clients grow portfolios and customer engagement in their core business.

Key Responsibilities:

  • Contribute to consulting initiatives by identifying potential opportunities with banks and fintechs.
  • Develop frameworks and approaches addressing impactful opportunities and challenges.
  • Build actionable insights helping clients grow portfolios and customer engagement in their core business.
  • Partner with peers to execute projects leveraging resources and expertise.
  • Produce insights, analyses, and recommendations improving client performance and driving understanding of client issues.
  • Manipulate large data sets to determine insights and recommendations for clients.
  • Develop new scalable solutions, toolkits, best practices, and consulting approaches applicable across the practice area.
  • Contribute to expanding the Commercial and Money Movement practice area.

Requirements :

Basic Qualifications:

5+ years of relevant work experience with a Bachelor Degree or 2 years of experience with an Advanced Degree (e.g. Masters MBA JD MD).

Preferred Qualifications:

6+ years of relevant work experience with a Bachelor Degree or 4+ years of experience with an Advanced Degree (e.g. Masters MBA JD MD).

Experience in payments, corporate banking, and management consulting is preferred.

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Financial Services Portfolio Manager

New
Dubai, Dubai beBeePortfolio

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Job Description:

Lead Cross-Border Remittances and E-Money Wallets

We are seeking a seasoned Portfolio Manager to lead our cross-border remittances and e-money wallets across the GCC region. In this pivotal role, you will oversee daily operations, drive profitability, ensure regulatory compliance, and foster strategic partnerships to support seamless transaction processing and business growth.

Key Responsibilities:
  • Manage end-to-end processing of remittance transactions, including validation, currency conversion, and settlement via MTO rails.
  • Liaise with banking partners and liquidity providers to maintain adequate funds for efficient transaction execution in remittances.
  • Perform reconciliations with MTO rails, resolving discrepancies or failed transactions within defined SLAs.
  • Track FX rates and partner with treasury teams to mitigate FX losses in cross-border remittances.
  • Oversee accounting workflows and generate partner-level reports for remittances.
  • Work collaboratively with support teams to resolve transaction inquiries, disputes, and issues promptly.
  • Offer operational insights to enhance customer experience and streamline resolution processes for remittances.
  • Own key KPIs and implement enhancements to boost efficiency.
Required Skills and Qualifications:
  • Prior experience (4-6 years) in cross-border remittances is mandatory.
  • Prior management of e-money wallet portfolios, consumer financing, or similar fintech products, preferably in the GCC.
  • Strong understanding of financial operations, P&L management, and regulatory landscapes in payments and remittances.
  • Excellent analytical skills with the ability to monitor KPIs, optimize processes, and drive profitability.
  • Demonstrated success in partner management and commercial negotiations.
  • Bachelor's degree in Finance, Business, or a related field; advanced certifications (e.g., in compliance or fintech) are a plus.
  • Exceptional communication and collaboration skills to work across teams.
Benefits:
  • We offer flexible working hours and trust you to work enough hours to do your job well at times that suit you and your team.
  • A working environment that gives you autonomy and responsibility from day one.
  • You should be comfortable with the idea that the quality of your work will influence the shape of your career.
  • Participation in the company's employee stock options program.
  • Health Insurance.
  • Flexi Perks: A monetary benefit that gives you the freedom to use it as you choose-whether for health and well-being, education and professional development or travel needs
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