28 Investment Advice jobs in the United Arab Emirates

Minimum 5 years of professional experience in Oracle Financial applications implementation including minimum 5 ERP implementation cycles which includes UAE localization experience in the relevant modules.

Responsibilities

• Conduct project activities in line with project plan and scope within time, quality, and budget constraints.
• Conduct business requirements sessions.
• Assist in account reconciliation, period closing and VAT returns submission.
• Assist in Building integration with Legacy systems.

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Head of Portfolio Management and Customer Life Cycle

United Arab Emirates

Job Description

Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi

Role Purpose:
The Head of Portfolio Management and Customer Life Cycle – Priority and Private Banking is responsible for the strategic leadership, growth, and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies, enhancing customer value, and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle — from generation through conversion—to support sustainable business development and deepen existing client relationships.

Key Accountabilities of the role

• Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
• Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
• Client Experience and Relationship Management
• Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
• Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.

Leads and Pipeline Management

• Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
• Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
• Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
• Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

Customer Lifecycle Management

• Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.

Product and Solution Alignment

• Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
• Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.

Leadership and Team Development

• Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
• Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
• Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

Risk and Compliance Oversight

• Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
• Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

Business Reporting and Insights

• Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
• Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

Key Performance Indicators (KPIs)

• Revenue and Profitability per Client
• New-to-Bank Client Acquisition and Conversion Rates
• Client Retention and Satisfaction (e.g., Net Promoter Score)
• Portfolio Penetration and Cross-Sell Ratios
• Lead Pipeline Velocity and Conversion Metrics
• Customer Lifecycle Progression and Retention Metrics
• Regulatory Compliance and Risk Metrics

Specialist Skills / Technical Knowledge Required for this role:

• Bachelor’s degree in finance, Business, Economics, or related discipline; Master’s degree (MBA) preferred.
• Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
• Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
• Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
• Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.

Job Info

• Job Identification 3415
• Posting Date 07/25/2025, 07:34 AM
• Apply Before 08/31/2025, 07:34 AM
• Locations Abu Dhabi, Al Rowdah, Shk Rashid Bin Saeed St. 313 ADIB New Headquarters Branch, Sh. Zayed Main Branch Abu Dhabi United Arab Emirates, Abu Dhabi, AE

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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.

Your Impact

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

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Description
Amazon has an exciting Occupancy Planner (OP) opportunity available in Dubai. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the Occupancy Planner (OP) will oversee the strategic and tactical management of space and allocations within the corporate real estate portfolio for their assigned area. The area lead collaborates closely with various stakeholders to drive successful occupancy planning initiatives and deliver data-driven recommendations for future space requirements
The OP will be expected to align real estate strategy to business needs in partnership with key GREF stakeholders and maintain a customer centric approach. The role will partner with both business leaders and employees to understand and influence space needs and requirements to inform supply and demand allocations. The role will be responsible for developing strategic recommendations on business line space allocations at a city level by leveraging Amazon's size and scale and translating business requirements into effective solutions aligned with the workplace strategy. The OP will oversee the Middle East and North Africa regions to include planning, budgeting, and activities that support corporate office locations across their assigned area.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable, while at the same time consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
Key job responsibilities
- Manage and guide an OP team of vendors responsible for the tactical occupancy planning across the area, ensuring all activities align with the Amazon's goals and standards.
- Oversee the collection, verification, and analysis of headcount and space data, including current capacity and future projections, to support strategic occupancy planning and area optimization.
- Act as the primary liaison between the OP area teams, the GREF EMEA OP manager, and local business units. Ensure effective communication and collaboration to gather strategic direction and align area occupancy plans with regional requirements and local business needs.
- Develop occupancy scenarios and migration plans, evaluating multiple options to deliver data-driven recommendations that support real estate strategy and business goals.
- Project manage all occupancy planning activities, including data collection, scenario analysis, and presentation of recommendations for your assigned area to the regional OP lead; facilitate alignment calls with Workplace Strategists.
- Oversee all reporting on area-based occupancy metrics, space allocations, and other relevant data to support real estate decisions and portfolio strategy.
- Manage day-to-day operational occupancy requests and coordinate with GREF teams to ensure accurate and up-to-date space utilization data and as-built documentation for assigned area.
- Responsible for production for Geo reporting, e.g. Monthly/Quarterly Business Reviews
Basic Qualifications
- Bachelor's degree in Finance, Project Management, architecture, interior design or related field, or related professional experience.
- 7+ years professional experience required, a significant portion of which should demonstrate success in leading portfolio strategy and broad scale occupancy planning and move management projects.
- 5+ years in program/ project management, to include delivering cross functional projects.
Preferred Qualifications
- Strong ability to think strategically and develop long-term occupancy plans that align with business objectives and real estate strategies.
- Expertise in analyzing complex data sets, identifying trends, and using data to inform strategic decisions and optimize space utilization.
- Excellent communication skills, with the ability to engage and influence stakeholders at all levels, build strong relationships, and manage expectations effectively.
- Strong project management skills, with the ability to manage multiple projects simultaneously, prioritize tasks, and ensure timely delivery of high-quality outputs.
- In-depth understanding of occupancy planning, space management, and corporate real estate, with experience in managing large, geographically diverse portfolios.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.

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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Our client is a prestigious member of the FTSE 100, managing over 150 billion GBPin Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established internationaloffices in Dubai, Hong Kong, and Singapore.

Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.

The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.

What our client offers to a successful candidate:

- Comprehensive training and development for securing local qualifications and licensing

- Practice management and tailored marketing support

- Access to extensive support resources available to all partners of the client

- Access to research and insights from an industry-leading investment team

- A dynamic and engaging office environment with supportive, driven colleagues

A little about the ideal candidate:

- Degree-holder and industry-qualified level 4 minimum.

- Experienced or currently practicing as an adviser

- Proven track record in business networking

- Exceptional sales skills in advisory services

- Driven by the commitment to providing outstanding client experiences

- Highly motivated and goal-oriented, aspiring to succeed and build a business

If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.

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Senior Learning & Development Consultant

Location: Abu Dhabi, UAE

Industry: Financial Services / Banking

Type: Full-time | On-site / Hybrid

Seniority: Senior-Level

Why This Role Matters

In a world where the financial industry is transforming faster than ever — with digital disruption, fintech innovation, ESG mandates, and evolving regulatory frameworks — building future-ready talent is not a luxury, it's a necessity.

As a Senior Learning & Development Consultant , you won’t just deliver training. You'll architect transformation. This role is for someone who can blend modern L&D practices with financial sector intelligence , enabling teams to adapt, grow, and thrive.

Key Responsibilities

• L&D Strategy & Execution

  • Design, implement, and evaluate end-to-end L&D frameworks aligned with organizational goals.

  • Introduce future-ready capability models , continuous learning pathways, and agile development approaches.

• Financial Sector-Focused Program Design

  • Build and deploy custom programs for banking, investment, risk, compliance, wealth management, and fintech teams.

  • Integrate technical, behavioral, and leadership learning interventions.

• Modern Tools & Methodologies

  • Drive adoption of digital learning platforms , gamification, blended learning, and microlearning.

  • Evaluate and implement AI-powered coaching, knowledge libraries, and real-time performance support.

• Stakeholder & Needs Analysis

  • Collaborate closely with senior business leaders and HR to identify skill gaps and training needs across the bank.

  • Translate business strategy into learning priorities.

• Measurement & ROI

  • Create metrics-based evaluation tools (Kirkpatrick Levels, ROE, ROI) to ensure L&D impact on performance and organizational growth.

• Mentorship & Culture Building

  • Serve as an internal coach and mentor to junior L&D team members.

  • Promote a culture of learning, curiosity, and continuous improvement.

What You Bring

• 8–12 years of L&D experience with at least 5 years in the financial services/banking environment.

• Proven experience designing high-impact programs for regulated, fast-paced, and high-compliance environments.

• Strong grasp of modern instructional design , adult learning theory, and digital L&D trends.

• Expertise in facilitating programs for middle and senior management , and working with high-potential staff.

• Knowledge of GCC labor markets , cultural nuances, and Emiratization is highly desirable.

• Excellent presentation, stakeholder engagement, and communication skills.

• Fluent in English (Arabic is an advantage).

• Relevant certifications such as CIPD L5/L7, ATD, SHRM, or ICF coaching credentials are preferred.

Why Join

• Work alongside visionary leaders and shape how learning drives innovation in the UAE’s financial ecosystem.

• Enjoy a strategic, visible, and high-impact role in a mission-driven institution.

• Be part of an L&D culture that values creativity, bold thinking , and measurable impact.

Ready to Elevate Learning in Finance?

Be the force that shapes how finance professionals think, learn, and lead.

Apply now or share this with someone who fits this mission.

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Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.

In this role, your key responsibilities include

• Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management’s customer value propositions.
• Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
• Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
• External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
• Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
• Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
• Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
• Self-Management- Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
• Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions.

The ideal candidate should have the following experience

• At least 4 years of experience in a Banking/financial institution
• Bachelor’s Degree in Finance, Business, or Economics
• Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a Reputable Institute
• Written and spoken English
• Knowledge of sales and financial products including leveraged solutions
• Knowledge of financial markets, including products such as Mutual Funds, Exchange-Traded Funds (ETFs) Bonds and equities

What we offer

• Competitive Salary : The indicative pay range for this role is 18000 AED– 26000AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
• Comprehensive Benefits Package : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.

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Overview

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.

The ideal candidate should have the following experience

• At least 4 years of experience in a Banking/financial institution
• Bachelor’s Degree in Finance, Business, or Economics
• Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a Reputable Institute
• Written and spoken English
• Knowledge of sales and financial products including leveraged solutions
• Knowledge of financial markets, including products such as Mutual Funds, Exchange-Traded Funds (ETFs) Bonds and equities

Responsibilities

• Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management’s customer value propositions.
• Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
• Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
• External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
• Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
• Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
• Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
• Self-Management- Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
• Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions.

What we offer

• Competitive Salary : The indicative pay range for this role is 18000 AED– 26000AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
• Comprehensive Benefits Package : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.

#J-18808-Ljbffr