8 Financial Coach jobs in the United Arab Emirates
Financial 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-LjbffrIs this job a match or a miss?
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-LjbffrIs this job a match or a miss?
Independent Financial Advisor - Dubai
Posted today
Job Viewed
Job Description
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. #J-18808-Ljbffr
Is this job a match or a miss?
Financial Advisor Job in Dubai
Posted today
Job Viewed
Job Description
Experienced Financial Advisor consultants wanted for high-earning, long-term opportunities in Dubai.
Our client is a global wealth management firm based in the United Arab Emirates looking for qualified financial advisors to concentrate on helping mostly UK and EU clients meet their goals.
As a client facing, sales and targets driven finance professional, you are expected to already have:
- At least three years working within a wealth management/financial advisory without any record of client dissatisfaction or regulatory sanctions
- A level 4 qualification or equivalent in financial services (Series 65 and AUM of at least $12 million in the USA)
- Proven track record in client relationship management and acquisition
- Self-motivated, dynamic personality with an ability to work independently
- A relevant degree for client counselling, like economics, financial planning, or investment analysis
- A competitive, rewards-based package consisting of a salary, full office and administration support and further career opportunities
- A typical first-year income between $50,000 and 300,000 with scope to earn more
- Dedicated training from qualified and experienced professionals
Is this job a match or a miss?
Independent Financial Advisor - Abu Dhabi, UAE
Posted today
Job Viewed
Job Description
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.
#J-18808-LjbffrIs this job a match or a miss?
International Financial Advisor - Dubai / MENA Region
Posted today
Job Viewed
Job Description
(embed) Our client , a fast-growing wealth management and alternative investments brokerage, is seeking an ambitious International Financial Advisor to join their expanding team in Dubai and the wider MENA region .Founded in 2018, our new client has built a reputation for delivering exclusive wealth management opportunities to HNW and UHNW clients across the UAE, Gulf region, UK and Europe . With headquarters on the iconic QE2 in Dubai and an office in London’s financial district, the company provides its advisors with access to a broad portfolio of alternative investments rarely available through mainstream brokers. About the Company The company specialises in connecting clients directly with C-level executives and investment providers , bypassing traditional brokerage layers. Today, the firm serves more than 1,200 investors , many of whom are repeat clients, underscoring its credibility and results-driven approach.Core investment areas include:
- Gold Exploration – exclusive Canadian projects with billion-dollar valuations
- Biotech & Medtech Private Equity – late-stage opportunities with strong exit paths
- Real Estate Investment Trusts (REITs) – UK-based projects with high-profile board members
- Construction & Development – established UK-based firm with 30+ years of delivery
- Wealth Media – investments in film and television content production
- Crypto & Web3 – incubator fund based in UAE with liquidity expected in 12–24 months
- Manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Dubai and across the MENA region
- Present exclusive alternative investment opportunities and provide clear, informed financial advice
- Leverage your existing client bank to introduce prospects to the firm’s portfolio
- Build long-term client relationships with exceptional service and trust
- Work collaboratively with a dynamic international team of brokers, CFO, COO and investment partners
- 7–10 years’ experience in financial advisory, wealth management, or investment brokerage
- A strong client book with average investment ticket sizes of USD 30,000+
- Experience in alternative investments, private equity, or private markets
- Proven track record in business development and relationship management
- Based in the MENA region (Dubai preferred)
- Relevant professional financial advisory qualifications ( MiFID II or equivalent ) are advantageous
- Competitive commission structure with unlimited earning potential
- Potential basic salary depending on experience and track record
- Access to exclusive investment products not commonly available through other brokers
- The opportunity to join a boutique, high-growth wealth management company with global reach
Is this job a match or a miss?
International Financial Advisor [Australian Qualified] - Opportunity to inherit an Australian c[...]
Posted today
Job Viewed
Job Description
International Financial Advisor (Australian Qualified) – Opportunity to inherit an Australian client bank
Location: Dubai, UAE
Forth Capital is expanding its team and looking for an individual to manage our Australian client bank. We're offering an exceptional opportunity for an Australian-qualified financial adviser based in Dubai to join a leading international wealth management firm - with the infrastructure, compliance, and investment expertise to take your career to the next level.
Who This Role Is Perfect For- You’re an Australian-qualified advisor already working in Dubai, but feel limited by poor lead flow, lack of proper international licensing, or weak admin support.
- You want to build and manage a truly international client portfolio, backed by a recognised global brand.
- You’re ambitious, independent, and entrepreneurial - but you want structure and support to scale your success.
Forth Capital is a globally regulated financial planning and wealth management firm, with offices across four continents. Our advisors are dual-qualified and provide cross-border financial advice to HNW expatriates in 53 countries.
- Winner - 'Excellence in Advisory Best Practice' at the 2024 Investment International Awards
- Shortlisted - 'International Business of the Year' at the 2025 British Business Awards
- Rated ‘Excellent’ on Trustpilot by our clients worldwide
- Opportunity to receive a sizeable Australian client bank
- Minimum of 3 qualified leads every week
- Pathway to Partnership
- Retirement Buyout Options
- Dedicated adviser assistants + full admin support
- In-house paraplanning, compliance, and tax advisory
- Licences in Australia, UK, EU (MiFID), US, Hong Kong, and Switzerland - Service clients wherever they are located
- Exclusive ETF portfolios – managed by Morningstar
- Relocation support for future international postings
- AI-driven CRM and client onboarding tools
- Uncapped earnings – real growth potential
- Build and deliver on a business plan aligned with personal and company goals
- Convert qualified leads into long-term clients with expert financial advice
- Deliver annual reviews and ensure full cross-border compliance
- Advise clients across investments, pensions, tax structuring, and estate planning
- Drive business development through referrals, partnerships, and professional networks
- Use our CRM and processes to maintain accurate, up-to-date records
- Manage and grow our Australian client bank
Required Qualifications
- Australian Financial Advice qualification - ASIC approved degree in financial planning or qualification via The Experience Pathway
- Level 4 UK (preferred)
- Chartered status (preferred) or working towards
- At least 5 years’ experience as an IFA, ideally with international exposure
- Confident advising across jurisdictions, especially AU–UAE corridors
- Proven track record managing significant assets under management (AUM)
- Business development mindset – confident with networking and referrals
- Strong understanding of cross-border pension/super, investments, and tax planning
- Professional, trustworthy, and client-first in every interaction
- Highly organised, with excellent knowledge of compliance requirements
If you’re a Dubai-based, Australian-qualified financial adviser ready to elevate your career on the international stage then Forth Capital is the platform you’ve been looking for.
#J-18808-LjbffrIs this job a match or a miss?
Be The First To Know
About the latest Financial coach Jobs in United Arab Emirates !
Insurance Advisor - Individual Life | Financial Services| Orient Insurance PJSC
Posted today
Job Viewed
Job Description
Overview
Orient Insurance Company commenced operations in 1982 as part of the reputed Al-Futtaim Group and has since recorded progressively steady growth. The company is counted among the leaders in the UAE insurance market. Orient Insurance Company has a paid-up capital of AED 500 Million, the highest in the UAE insurance industry. With head office in Dubai, the company serves its clientele through an extensive branch network in Jebel Ali, Abu Dhabi, Al Ain, Sharjah and Ras Al Khaimah in the UAE, Muscat in the Sultanate of Oman, Riyadh in the Kingdom of Saudi Arabia and Bahrain.
By upholding our values of respect, excellence, collaboration and integrity, Orient Insurance Group continues to enrich the lives and aspirations of our customers each and every day.
Insurance Advisor - Individual Life | Financial Services | Orient Insurance PJSCWe are seeking highly motivated individuals to join our Life Direct Sales Force. This role is pivotal in delivering bespoke insurance solutions to our diverse client base and driving growth within the UAE market. The ideal candidate will provide clients with personalized life insurance plans, fostering long-term client relationships and achieving sales excellence.
Responsibilities- Prospect for new clients, generate sales leads, and meet monthly sales targets
- Understand the clients need for life insurance and savings and propose customized plans that suit their requirements
- Assisting with policy renewals, amendments, claims, and managing client portfolio
- Keep up-to-date knowledge of various life insurance products and their benefits
- Adhere to industry regulations, ethical standards, and company policies
- Proactive and self-motivated
- Time management and focused delivery of deadlines
- Exceptional interpersonal and communication skills
- Ability to perform under pressure
- Must have life insurance or sales experience preferred within the UAE
- Ability to assess client needs and recommend suitable life insurance products
- Deep understanding of client needs
Is this job a match or a miss?