260 Financial Services Firms jobs in Dubai

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.

• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Competitive Salary & Benefits
• Collaborative Work Environment

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.

• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.

• Strategic Leadership Opportunity: This role offers the chance to develop and implement the entire Wealth Management proposition for the UAE, providing significant influence and impact on the bank's growth in a key market.
• High-Impact and Growth Potential: The position involves driving increased market share and profitability, along with continuous team development and stakeholder engagement, making it ideal for a candidate seeking a challenging role with clear growth metrics.

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The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.

• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.

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Job Opportunity: Independent Financial Advisors

Our client is looking to engage seasoned and accomplished Independent Financial Advisors to join their growing international team.

Key Responsibilities

• Deliver tailored financial advice across a wide range of products and services.
• Evaluate clients’ financial status, understand their objectives, and build customized financial strategies.
• Guide clients in making informed, profitable, and secure financial decisions.
• Stay informed on market trends and conduct research to support financial advice.
• Monitor clients’ financial plans and adjust them as necessary to ensure ongoing success.
• Maintain compliance with all regulatory and industry requirements.

Candidate Profile

• Ideally holds UK Level 4 qualification (or is actively working toward it).
• Minimum 2 years of experience as a commission-based financial advisor.
• Demonstrated success as an investment advisor.
• Excellent communication, negotiation, and presentation skills.
• Proven record of delivering effective financial advice and results.
• Tech-savvy with strong proficiency in CRM and financial systems.
• Fluent in written and spoken business English.

Opportunity to work from UK or relocate to Dubai, Italy, Spain, Portugal or Asia

• Seniority levelMid-Senior level

• Employment typeOther

• Job functionBusiness Development, Sales, and Consulting
• IndustriesInvestment Management, Financial Services, and Holding Companies

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Dubai, Dubai, United Arab Emirates 6 hours ago

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Skills

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Job Opportunity: Independent Financial Advisors

Our client is looking to engage seasoned and accomplished Independent Financial Advisors to join their growing international team.

Key Responsibilities

• Deliver tailored financial advice across a wide range of products and services.
• Evaluate clients' financial status, understand their objectives, and build customized financial strategies.
• Guide clients in making informed, profitable, and secure financial decisions.
• Stay informed on market trends and conduct research to support financial advice.
• Monitor clients' financial plans and adjust them as necessary to ensure ongoing success.
• Maintain compliance with all regulatory and industry requirements.

Candidate Profile

• Ideally holds UK Level 4 qualification (or is actively working toward it).
• Minimum 2 years of experience as a commission-based financial advisor.
• Demonstrated success as an investment advisor.
• Excellent communication, negotiation, and presentation skills.
• Proven record of delivering effective financial advice and results.
• Tech-savvy with strong proficiency in CRM and financial systems.
• Fluent in written and spoken business English.

Opportunity to work from UK or relocate to Dubai, Italy, Spain, Portugal or Asia

• Seniority level Mid-Senior level

• Employment type Other

• Job function Business Development, Sales, and Consulting
• Industries Investment Management, Financial Services, and Holding Companies

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

Dubai, Dubai, United Arab Emirates 6 hours ago

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At the forefront of wealth management, we are seeking a skilled representative to spearhead our sales efforts.

• To succeed in this role, you must possess excellent verbal and written communication skills, enabling you to effectively engage with clients and convey the value of our services.
• With a strong focus on relationship-building, you will be responsible for conducting outbound calls to prospective clients, introducing them to our comprehensive wealth management offerings and generating new leads.

• Conduct thorough needs assessments to identify potential clients' financial goals and investment objectives, utilizing expert questioning techniques to qualify leads and drive business growth.
• Maintain accurate records of client interactions and update our CRM system for seamless tracking and follow-up.
• Collaborate closely with experienced financial advisors to arrange follow-up meetings and ensure a smooth transition for potential clients, thereby fostering long-term relationships and driving revenue.
• Stay informed about market trends and emerging financial products, providing expert responses to client inquiries and delivering exceptional customer service.
• Demonstrate a results-driven mindset, with a proven track record of meeting or exceeding sales targets, while working independently and as part of a dynamic team to achieve common goals in a fast-paced environment.

• Strong proficiency in English is essential, with additional languages being an asset in this highly competitive field.
• Ambitious individuals with a proven ability to work independently and as part of a team will be highly valued, driven by a desire to succeed and excel in this challenging yet rewarding role.

• Comprehensive training and development opportunities will be provided to enhance your skills and expertise, ensuring you remain at the forefront of industry trends and developments.
• The opportunity to work collaboratively with experienced professionals in a dynamic and supportive team environment will foster your personal and professional growth, while allowing you to contribute meaningfully to our organization's success.

Deliver bespoke financial solutions to high-net-worth clients across various industries, utilizing exceptional communication skills and relationship-building abilities.

1. Represent the client's interests through effective financial planning analysis.
2. Conduct thorough needs assessments to understand evolving short-term and long-term client requirements.
3. Schedule and attend client meetings to ensure alignment with business goals.
4. Pursue new business opportunities and manage relationships with existing clients.
5. Lead and motivate a team of professionals to achieve business objectives.

• Undergraduate degree in economics, financial planning, or a related field.
• Level 4 qualification in Financial Services or equivalent.
• Proven track record in client relationship management and acquisition.
• Strong analytical and problem-solving skills.

This is a challenging opportunity for experienced financial specialists who possess a deep understanding of wealth management principles. The ideal candidate will be able to drive business growth through effective sales strategies, while maintaining excellent client relationships.

• Meet or exceed quarterly sales targets.
• Maintain high levels of client satisfaction and loyalty.
• Continuously develop skills and knowledge to stay up-to-date with industry trends.

The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.

• Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
• Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
• Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
• Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
• Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
• Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
• Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets.
• Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• A strong leader capable of training and coaching teams, ensuring governance and compliance, and managing key stakeholders effectively.
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