208 Financial Consultant jobs in the United Arab Emirates

Job Description: Financial Consultant
We are looking for an experienced Financial Consultant:

• Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth.
• Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients.
• Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
• Producing financial reports and communicating to clients what the figures mean.
• Meeting all regulatory requirements.
• Keeping up to date with the latest financial products and regulatory changes.

deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector.

Advisors working within the group offer financial solutions driven by face-to-face advice along with evolving technology in these ever-changing times and are uniquely placed to achieve our client’s financial goals.

Working within a dynamic environment, our advisors work closely with clients to structure and execute some of the largest and most complex financing and risk management solutions across the full product spectrum by offering products and services spanning markets that include fixed income, private equity, commodities, hedge funds, and real estate.

Our Advisors are poised to help provide objective investment advice on products that make sense for our clients, providing a suite of digital solutions to help clients meet their financial goals by building long-term relationships.

What do we require?

This role requires an experienced individual who is already trained and developed within the Financial Services sector. Comprehensive training is provided on the full suite of deVere Financial solutions to enhance your existing experience.

You should be comfortable working with people and be an analytical thinker. Strong communication and interpersonal skills are needed in order to work successfully with clients and team members.

What do we offer?

• Generous high income
• In-house administration
• In-house compliance
• Bespoke CRM
• Full product training
• A weekly pay-run
• Structured, defined career progression
• World-class company performance incentives

Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.

They continue to expand in Dubai. As a well-established Insurance Brokerage, their client bank reflects Dubai’s population, as does their team of established Financial Consultants – they have 40 nationalities represented and serve clients in every community.

Operating from their prestigious offices in Emaar Square, you will offer a full range of life insurance, savings and investment products to their clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team.

They are looking for experienced financial services advisers and consultants, ideally already operating in the Dubai market, although they are prepared to help you relocate to Dubai. You will speak English fluently and be able mix in a variety of social settings.

Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.

Prestige IFA Jobs has been commissioned to recruit a qualified, experienced and exceptional Investment advisors to be based in Dubai, or Abu Dhabi.

REQUIRED SKILLS

The candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks. Over and above all you must:

• Be customer service centric
• Have good time management skills
• Be a problem solver
• Be good at business Development
• Be focused on sales culture
• Be Ethical
• Have good judgement
• Have sound financial insight

RESPONSIBILITIES:

• Prospects, develops and closes new business clients
• Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge
• Arrange Client meetings and attend when required
• Resolve any escalated complaints and disputes that arise and manage good levels of client service
• Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
• Keep up to date files relating to dealings with customer.
• Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needs
• Increase short-and long-term persistency of the company book of policies
• Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
• Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
• Making customers both existing and new of the range of general insurance products that the company has available to address their needs
• Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.
• Analyzing information and preparing plans best suited to individual clients’ requirements.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Liaising with head office and financial services providers.
• Communicating with other professionals, such as estate agents, solicitors and accountants.

EDUCATION:

• Degree holder and ideally UK CISI Diploma Level 4 qualified, or studying towards.
• 2-3 Years of experience in an independent financial advisory capacity / Brokerage
• Chartered Insurance Institute qualifications would be a distinct advantage

THE COMPANY OFFERS:

• They provide security and career opportunities with unlimited income and fully funded back office support
• Visa sponsorship, medical and Life cover are provided.
• This role also has on offer the opportunity to attend in house training to become certified with the UKs Chartered Insurance Institute at no cost to the successful candidate.
• Continuous personal development facilitated by our Training and Development Team.
• Attractive sales incentives including international conventions are just some of the additional rewards available.

TO BE CONSIDERED, YOU WILL NEED TO HAVE:

• Relationship and networking ability
• A customer centric attitude
• A flexible working style
• An existing client bank (preferable but not essential)

Please note: This position would typically suit experienced investment advisory candidates Experience working in the international wealth management or insurance business is preferred. This position is NOT for someone from the accounting / auditing or financial management or any other profession. This is a client facing, sales and targets driven profession leading from the front. Please only apply if you have the required experience and credentials.

Investment Advisors only ! : Signup for our exclusive IFA Job updates. -- This won't interrupt your jobapplication! APPLY FOR JOB buttonis below this form .

Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.

They continue to expand in Dubai. As a well-established Insurance Brokerage, their client bank reflects Dubai’s population, as does their team of established Financial Consultants – they have 40 nationalities represented and serve clients in every community.

Operating from their prestigious offices in Emaar Square, you will offer a full range of life insurance, savings and investment products to their clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team.

They are looking for experienced financial services advisers and consultants, ideally already operating in the Dubai market, although they are prepared to help you relocate to Dubai. You will speak English fluently and be able mix in a variety of social settings.

Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.

Prestige IFA Jobs has been commissioned to recruit a qualified, experienced and exceptional Investment advisors to be based in Dubai, or Abu Dhabi.

REQUIRED SKILLS

The candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks. Over and above all you must:

• Be customer service centric
• Have good time management skills
• Be a problem solver
• Be good at business Development
• Be focused on sales culture
• Be Ethical
• Have good judgement
• Have sound financial insight

RESPONSIBILITIES:

• Prospects, develops and closes new business clients
• Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge
• Arrange Client meetings and attend when required
• Resolve any escalated complaints and disputes that arise and manage good levels of client service
• Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
• Keep up to date files relating to dealings with customer.
• Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needs
• Increase short-and long-term persistency of the company book of policies
• Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
• Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
• Making customers both existing and new of the range of general insurance products that the company has available to address their needs
• Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.
• Analyzing information and preparing plans best suited to individual clients’ requirements.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Liaising with head office and financial services providers.
• Communicating with other professionals, such as estate agents, solicitors and accountants.

EDUCATION:

• Degree holder and ideally UK CISI Diploma Level 4 qualified, or studying towards.
• 2-3 Years of experience in an independent financial advisory capacity / Brokerage
• Chartered Insurance Institute qualifications would be a distinct advantage

THE COMPANY OFFERS:

• They provide security and career opportunities with unlimited income and fully funded back office support
• Visa sponsorship, medical and Life cover are provided.
• This role also has on offer the opportunity to attend in house training to become certified with the UKs Chartered Insurance Institute at no cost to the successful candidate.
• Continuous personal development facilitated by our Training and Development Team.
• Attractive sales incentives including international conventions are just some of the additional rewards available.

TO BE CONSIDERED, YOU WILL NEED TO HAVE:

• Relationship and networking ability
• A customer centric attitude
• A flexible working style
• An existing client bank (preferable but not essential)

Please note: This position would typically suit experienced investment advisory candidates Experience working in the international wealth management or insurance business is preferred. This position is NOT for someone from the accounting / auditing or financial management or any other profession. This is a client facing, sales and targets driven profession leading from the front. Please only apply if you have the required experience and credentials.

Investment Advisors only ! : Signup for our exclusive IFA Job updates. -- This won't interrupt your jobapplication! APPLY FOR JOB buttonis below this form.

The Senior Financial Consultant role involves developing and maintaining long-term relationships with clients by providing tailored financial advice and solutions.

• Build a portfolio of high-value clients, ensuring deep understanding and customer satisfaction.
• Advise clients on financial products, including savings accounts, loans, investments, and credit.
• Process transactions accurately and efficiently to ensure timely completion.
• Meet sales targets through cross-selling of financial services.
• Evaluate client risk profiles and provide informed recommendations.
• Provide exceptional customer service, handling queries and resolving issues promptly.
• Stay updated on regulatory requirements and industry developments.

• Bachelor's degree in Finance or related field.
• Proven experience in financial consulting or banking.
• Excellent communication and interpersonal skills.
• Able to analyze complex financial data and provide sound advice.

• Credit analysis
• Sales strategy
• Financial planning
• Regulatory compliance

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Skill Category: International Wealth Management

Description:

Investment Advisor

Responsibilities:

• Responsible for bespoke multi-asset structured solutions for client’s investment and hedging needs
• Meet clients with front office to better understand client needs and provide advisory services
• Collaborate with front office coverage and Lead discussions directly with tagged clients – providing market updates, appropriate trade ideas and advisory services
• Responsible for all order taking for tagged clients including transmitting orders for execution , booking of trades ensuring appropriate disclosures are made as per policy requirements
• Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders
• Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients
• Identify opportunities to streamline processes and increase operational efficiency

Requirements:

• Minimum 12 years' relevant experience in related roles
• Strong understanding of financial products and services
• Track-record of structuring, and presenting lending cases to internal stakeholders in relevant markets in Private Banking / Wealth Management space.
• Awareness of legal and regulatory environment in key markets, as highlighted above, and how these affect structuring of lending transactions in difference markets.
• Well versed in legal structures used in key markets for obligors.
• Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base.

We are seeking a highly disciplined, financially driven and experienced Off-Plan Investment Advisor to join our successful team here at Pangea Dubai.

Responsibilities:

• Serve as clients’ primary point of contact, understanding their property requirements, preferences, and budgetary constraints.
• Conduct thorough market research to determine property values and provide accurate pricing guidance to clients.
• Develop effective marketing strategies to promote off-plan properties.
• Assist clients in negotiations, ensuring favourable terms and conditions and representing their best interests.
• Stay updated on current real estate trends, property laws, and regulations, providing clients with market insights and advice to make informed decisions.
• Build and maintain strong relationships with clients, responding to their inquiries, addressing concerns, and providing ongoing support throughout the property transaction process.
• Uphold ethical standards and always maintain client confidentiality.

Requirements:

• A minimum of 6 months experience as an Off Plan Advisor in Dubai real estate.
• The ability to qualify and convert company leads.
• Sound knowledge of the Dubai real estate market, property laws, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Detail-oriented and organized, with the ability to manage multiple clients and transactions simultaneously.
• Proficient in using real estate software and online platforms for property listings and marketing.

What We Offer:

• In-depth market knowledge and insights
• Quality leads through internal and external marketing
• Strong relationships with reputable developers
• Highly competitive commission structures & incentives
• Comprehensive in-house social media, marketing, and admin support
• Weekly training sessions, including 1:1 professional development
• State-of-the-art office in Downtown Dubai
• Visa, Medical Insurance, and RERA licensing support

If you are serious about levelling up your career with a company that will always put the agent first, we invite you to apply!

• Seniority levelAssociate

• Employment typeFull-time

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Dubai, Dubai, United Arab Emirates 12 hours ago

Dubai, Dubai, United Arab Emirates 7 hours ago

Dubai, Dubai, United Arab Emirates 20 hours ago

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Select how often (in days) to receive an alert:

Skill Category: International Wealth Management

Description:

Investment Advisor

Responsibilities:

• Responsible for bespoke multi-asset structured solutions for client’s investment and hedging needs
• Meet clients with front office to better understand client needs and provide advisory services
• Collaborate with front office coverage and Lead discussions directly with tagged clients – providing market updates, appropriate trade ideas and advisory services
• Responsible for all order taking for tagged clients including transmitting orders for execution , booking of trades ensuring appropriate disclosures are made as per policy requirements
• Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders
• Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients
• Identify opportunities to streamline processes and increase operational efficiency

Requirements:

• Minimum 12 years' relevant experience in related roles
• Strong understanding of financial products and services
• Track-record of structuring, and presenting lending cases to internal stakeholders in relevant markets in Private Banking / Wealth Management space.
• Awareness of legal and regulatory environment in key markets, as highlighted above, and how these affect structuring of lending transactions in difference markets.
• Well versed in legal structures used in key markets for obligors.
• Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base.

At Eminence Enclave Real Estate, we focus on building lifelong relationships rather than just closing transactions. Our commitment to simplifying the Dubai real estate journey ensures an enjoyable experience for our clients. With value-driven expertise and honest guidance, we help clients achieve their property goals and provide ongoing support even after the deal is closed as your trusted real estate resource.

Role Description

This is a full-time hybrid commission based role for an Investment Advisor located in Dubai. The Investment Advisor will be responsible for developing investment strategies in real estate, managing client portfolios, and ensuring high-quality customer service. The role requires close collaboration with clients to understand their financial goals and provide tailored investment solutions.

Qualifications

• Strong Customer Service and negotiation skills
• Excellent analytical and problem-solving skills
• Knowledge of real estate market trends and property laws
• Minimum 1 year experience in property sales, luxury sales, Investments.
• Ability to work independently and collaboratively
• Bachelor's degree in Real Estate, Business, or related field
• Hold a valid driving license

We offer:

• Full Marketing support
• Clear career progression with Millionaire Club benefits
• Full visa and health insurance coverage
• Photographer in-house
• Admin/Telesales support to ensure your success

• Seniority levelEntry level

• Employment typeFull-time

• Job functionFinance and Sales

Referrals increase your chances of interviewing at Eminence Enclave Real Estate by 2x

Get notified about new Investment Advisor jobs in Dubai, Dubai, United Arab Emirates.

Ajman, Ajman Emirate, United Arab Emirates 1 month ago

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