3 Financial Planning jobs in Abu Dhabi
Delivery Consultant - Financial Services
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Your Growth
Driving lasting impact and building long‑term capabilities with our clients is not easy work. You are the kind of person who thrives in a high‑performance/high reward culture – doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.
In return for your drive, determination, and curiosity, we’ll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you’ll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.
When you join us, you will have:
- Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast‑paced learning experience, owning your journey.
- A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
- Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
- World‑class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well‑being for you and your family.
You will join a client service team to help clients build capabilities in delivery and execution, both during an active project and continuing after our consultants have shared their recommendations.
We will expect you to go the extra mile, delivering solutions that solve immediate problems and drive long‑term change. We will rely on your judgment and integrity to ensure our recommendations are effective and long‑lasting.
As you collaborate directly with clients, you will help them solve problems, refine strategies, and implement transformations.
By equipping them with the tools and knowledge to continue innovating and improving after we’ve left, you will ensure the impact of our work endures. In doing so, you will uphold McKinsey’s commitment to making a meaningful difference in the industries and communities we serve.
You will receive training on how to better structure ambiguous problems and take action to solve them as well as synthesize clear take‑aways from complex information into clear take‑aways and recommendations using both qualitative and quantitative methods.
You will work effectively with diverse teams to come up with the best solution and move people and organizations to act.
You will establish trust‑based relationships with clients to better‑serve their organizations, communicate effectively with all audiences including senior leaders and develop your leadership style, leveraging your own passions, strengths and personal values.
Your qualifications and skills- Undergraduate degree in commerce, finance, business studies, operations, economics or a related field, with an outstanding academic record
- 2+ years of project delivery in consulting; preferably on the delivery of large‑scale projects in financial industries; international experience is a plus
- Demonstrated experience in Financial Services in at least one of the following areas: banking, insurance, wealth and asset management, public finance
- Demonstrated experience in one or more of the following key service offerings is a plus: organizational development (including org. design/set up, talent management, etc.), transformational delivery (implementing large transformational programs), and productivity and performance improvement
- Superior analytical problem solving and relationship building skills, including a demonstrated high level of client service commitment
- Ability to work collaboratively in a team environment and create an inclusive environment with people at all levels of an organization
- Ability to communicate complex ideas effectively in English and Arabic
- Willingness to travel
Assistant Manager- FATCA CRS- Compliance | Financial Services| Orient Insurance PJSC
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Assistant Manager- FATCA CRS- Compliance | Financial Services| Orient Insurance PJSC
Established in the 1930s as a trading business, Al‑Futtaim Group today is one of the most diversified and progressive, privately held regional businesses headquartered in Dubai, United Arab Emirates. Structured into five operating divisions; automotive, financial services, real estate, retail and healthcare; employing more than 35,000 employees across more than 20 countries in the Middle East, Asia and Africa, Al‑Futtaim Group partners with over 200 of the world's most admired and innovative brands. Al‑Futtaim Group’s entrepreneurship and relentless customer focus enables the organization to continue to grow and expand; responding to the changing needs of our customers within the societies in which we operate.
By upholding our values of respect, excellence, collaboration and integrity, Al‑Futtaim Group continues to enrich the lives and aspirations of our customers each and every day.
We are currently seeking an Assistant Manager - FATCA & CRS Compliance who will ensure strict adherence to FATCA and CRS regulatory obligations. This role involves developing and implementing effective FATCA CRS compliance programs, conducting due diligence reviews, managing reporting obligations, and proactively mitigating risks of non‑compliance in line with UAE regulatory requirements.
What you will do:- Provide compliance oversight and governance for FATCA and CRS across the organization
- Develop, implement, and maintain FATCA CRS policies, guidelines, procedures, and internal controls in line with regulatory requirements
- Ensure timely and accurate submission of FATCA and CRS reports to the regulatory authorities
- Monitor internal processes to ensure correct collection, validation, and retention of self‑certifications and KYC documentation
- Conduct due diligence on new and existing clients to determine FATCA CRS classification and reporting obligations
- Identify and resolve gaps or inconsistencies in client documentation related to tax residency
- Monitor FATCA and CRS regulatory changes, assess their impact, and update management and internal procedures promptly to ensure continued compliance
- Collaborate with all stakeholders to ensure proper implementation of FATCA CRS controls and reporting systems
- Liaise with regulators, auditors, and supervisory authorities in connection with FATCA CRS compliance reviews and examinations.
- Provide training and guidance to relevant teams to ensure awareness and compliance with FATCA CRS obligations
- Escalate complex or high‑risk cases to Senior Management and ensure all risks are clearly highlighted and approved
- Excellent organizational and time‑management skills, with the ability to prioritize tasks under pressure
- Strong analytical skills and attention to detail
- Exceptional communication skills, both verbal and written, with the ability to engage confidently with internal stakeholders and clients
- Working knowledge of reporting systems, data validation tools, and compliance monitoring solutions
- Strong interpersonal skills and proven ability to collaborate across departments
- Minimum 4 to 5 years of FATCA CRS compliance experience in insurance, banking, or financial services in the UAE
- Bachelor’s degree in law, Finance, Commerce, Business Administration, or a related field.
- CAMS, ICA, or equivalent certifications are preferred
- Strong knowledge of FATCA CRS and KYC regulations and understanding of industry best practices & internal controls
Orient Insurance Company commenced operations in 1982 as a part of the reputed Al‑Futtaim Group and has since recorded a 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 which is the highest in the insurance industry in UAE. 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 UAE, Muscat in Sultanate of Oman, Riyadh in Kingdom of Saudi Arabia and Bahrain.
#J-18808-LjbffrIndependent Financial Advisor - Abu Dhabi, UAE
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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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