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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Trainee Financial Advisor

Dubai, Dubai Acuma - Independent Financial Advice

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Job Description

Turn your ambitions into achievements in 2025 with Acuma

About Us: Acuma is a leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients around the globe. We specialise in helping individuals and businesses achieve their financial goals through a diverse range of services, including tax-efficient investments, retirement planning, and tailored wealth management strategies.

Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.

What We Offer:

  • Training and Development: Comprehensive, structured programmes with mentorship from industry experts. Gain essential CISI industry qualification.
  • Earning Potential: Competitive, uncapped opportunities with a clear path to financial success.
  • Career Progression: Fast-track promotions, international placements, and leadership opportunities.
  • Reputation and Support: Be part of a globally recognised company offering cutting-edge tools, resources, and a supportive environment.
  • Work-Life Balance: Structured growth plans and achievable targets designed for success.

Who We Are Looking For:

  • Ambitious, Entrepreneurial-Minded Trainees: Individuals eager to pursue a challenging and rewarding international career.
  • Excellent Communicators: Passionate about building meaningful, long-term client relationships.
  • Telephonic Experience (Advantageous): Confident in engaging clients over the phone.
  • A Winner’s Mindset: Motivated individuals focused on personal development and continuous growth.

Who We Are Not Looking For:

  • Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles. This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.

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Independent Financial Advisor

Dubai, Dubai deVere Group

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Direct message the job poster from deVere Group

Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

Key Activities

  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
  • Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
  • Fixed-Income Products
  • Global Funds, including Equity, VC, ESG
  • Regular Savings Plans
  • Fintech
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.

Skills Required

  • A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • UK level 4 advisory qualified or aspire to achieve this.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • Have ambition, hunger for success and be driven by targets.

Company Benefits

  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.

You must have your own network and/or client book to apply for this role

Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales

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Corporate Financial Advisor

Dubai, Dubai ORO24 Developments

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Job Description

Join to apply for the Corporate Financial Advisor role at ORO24 Developments.

The ideal candidate will have:

  • Bachelor’s degree in finance, Accounting, Business Administration, or a related field
  • 5-7 years of experience
  • MBA or advanced degree preferred
  • Relevant certifications such as CFA or CPA highly desirable

The Corporate Financial Advisor is responsible for guiding companies through the process of going public. The ideal candidate will have extensive experience in financial planning, capital markets, and regulatory compliance to help navigate the complexities of a public listing.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales

Referrals increase your chances of interviewing at ORO24 Developments by 2x.

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

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Financial Advisor Dubai

Dubai, Dubai iExpats

Posted 1 day ago

Job Viewed

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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.

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Strategic Financial Advisor

Dubai, Dubai beBeeAccountant

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Job Description

Job Description:

We are seeking a highly skilled professional to support our dynamic and progressive business. The successful candidate will be responsible for working closely with the Decommissioning Directorate to ensure accurate financial reporting and compliance with accounting standards.

Key Responsibilities:
  • Maintain accounting records for Joint Venture (JV) assets, ensuring compliance with Joint Operating Agreements (JOA) and accounting standards.
  • Support the preparation of budget and forecast submissions, including annual business planning activities.
  • Assist with the month-end close process, ensuring accurate journal entries, reconciliations, and reporting.
Required Skills and Qualifications:
  • Professionally qualified accountant (CA, CIMA, ACCA, or equivalent).
  • 5+ years of post-qualification experience, ideally with prior exposure to JV or project-based accounting.
  • Proficient in SAP, Oracle, SUN, or other financial ERP systems.
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Expert Financial Advisor

Dubai, Dubai beBeeFinancial

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Job Description

Our organization is seeking a detail-oriented Financial Expert to support our financial operations.

Key Responsibilities
  • We need someone to analyze financial data and prepare strategic forecasts, providing actionable insights for business growth.
  • Financial planning, analysis, and reporting are essential skills for this role.
  • Monitoring performance metrics and offering expert recommendations is crucial.
Requirements
  • The ideal candidate should have 6+ years of experience in financial analysis or corporate finance, with a strong background in Excel and financial modeling.
  • Proficiency in ERP systems and Business Intelligence tools is also necessary.
  • Strong analytical, problem-solving, and presentation skills are required for this position.
Benefits
  • Competitive salary and performance-based bonuses will be offered.
  • Health insurance and visa support will be provided.
  • Professional development and certification opportunities will be available.
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Independent Financial Advisor

Dubai, Dubai Independent Resourcing Consultancy Ltd

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About the job Independent Financial Advisor - Dubai

Dubai

Competitive Package - Self Employed

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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Senior Financial Advisor

Dubai, Dubai beBeeFinancial

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Business Advisory Specialist

The Business Advisory Specialist is an intermediate-level professional responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers and acquisitions.

Responsibilities include participating in client transactions, organizing and analyzing financial data, preparing written recommendations, conducting economic research, and assessing risk.

  • Collaborate with senior professionals to provide business solutions to clients.
  • Develop comprehensive plans and proposals for clients.
  • Conduct financial analysis and provide insights to clients.

Requirements :

  • 2-5 years of experience in a related field.
  • Comprehensive knowledge of corporate banking and financial markets.
  • Excellent written and verbal communication skills.
  • Demonstrated planning and organizational skills.

Education :

  • Bachelor's degree or equivalent experience.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Relocation costs are borne by the individual outside of Dubai.

Job Family Group : Institutional Banking

Job Family : Corporate Banking

Time Type : Full time

Key Skills :

Strategic planning, financial analysis, risk assessment, team collaboration.

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Senior Financial Advisor

Dubai, Dubai beBeeFinance

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Job Description

As a trusted business advisor, you will collaborate with various departments to provide financial insights and support strategic decision-making.

About the Role
  • We are seeking an experienced Finance Business Partnering Analyst to provide valuable financial guidance and contribute to our team's success.
Key Responsibilities
  • Conduct thorough financial analysis, including variance analysis, trend analysis, and forecasting, to provide actionable insights into departmental performance.
  • Monitor and analyse key performance indicators (KPIs) to identify trends, risks, and opportunities for improvement.
  • Develop and present comprehensive financial performance updates, insights, and analysis to leadership on a regular basis.
  • Prepare and deliver management reports, presentations, and ad-hoc analysis on financial performance as needed.
Cost Management & Efficiency
  • Analyse cost structures and recommend effective cost-saving measures to optimise resource utilisation.
  • Evaluate financial aspects of vendor contracts and agreements.
  • Ensure accurate tracking of monthly accruals.
  • Identify and highlight exceptions, and monitor compliance to financial policies.
Budgeting & Forecasting
  • Collaborate with business units in budgeting process by working closely with them to develop realistic and achievable budgets.
  • Analyse financial forecasts and provide expert insights.
Strategic Alignment
  • Provide data-driven financial analysis and insights to inform strategic decision-making.
  • Evaluate business cases and ensure alignment between financial goals and overall business strategy.
Risk Management & Change
  • Identify, assess, and mitigate financial risks to ensure the company's financial stability.
  • Integrate financial considerations into change management plans.

  • Financial management skills.
  • Attention to detail.
  • Strong analytical skills.
  • Effective communication skills.
  • Time management skills.
  • Knowledge of relevant regulations and accounting standards.
  • Problem-solving skills.
  • Leadership skills.
  • Customer service skills.

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