What Jobs are available for Investment Advisory in Dubai?

Job Category

Finance

Location

UAE - Dubai

Job Type

Full Time

Closing Date

03-Oct-2025

Keyston Distribution is the B2B Distribution unit of Majid Digital Group. In 2021, Keyston was established with a capital infusion and a digital mandate to create 5000+ digital customers from Iraq and MENA region. Our objective is to onboard the best-in-class global vendors and to provide end-to-end technology and professional solutions to our reseller channel base.

We partner with reputable global vendors in the technology industry, which include Avaya, Asus, Canon, Western Digital, SanDisk, LG, Seagate, MSI and ASRock as well as other strategic partners whose relationship with the group has strengthened over the past 5 years.

We are dedicated to serving our customers by providing end-to-end products and solutions that support specific business demands.

Keyston operations commence from Dubai and expand across the GCC region and Iraq with future to expand to other markets.

We are looking for a results-oriented and analytically strong Financial Planning Analyst (FP&A) to support strategic planning and performance management in our fast-growing IT distribution business. This role will play a critical part in driving financial insight across multiple vendors, product lines, and regions, enabling data-driven decision-making at all levels of the organization.

Immediate joiners based in UAE only

Budgeting & Forecasting

Lead the annual budgeting process across all business units and departments.

Manage rolling forecasts for revenue, gross margin, operating expenses, and cash flow.

Build robust financial models to evaluate revenue, cost of goods sold (COGS), and profitability by vendor, SKU, region, and channel.

Revenue & Margin Analysis

Analyze gross margin and profitability by product category, vendor, and customer segment.

Track and interpret sales vs. forecast and identify root causes of performance variances.

Support pricing strategy, promotional campaigns, and discount impact analysis.

Business Performance & Reporting

Develop and maintain Power BI dashboards and KPI scorecards for real-time visibility.

Prepare monthly business review decks and performance reports for senior leadership and board-level meetings.

CA / ACCA / CIMA / MBA (Finance or related field).

5–10 years of experience in FP&A, financial modeling, and business analytics.

Power BI certification is a strong plus.

Experience in IT distribution or trading is preferred.

Preferred Skills

Strong proficiency in financial modeling, forecasting, and data visualization.

Ability to translate complex financial data into clear business insights.

Experience in developing annual operating and capital budgets aligned with corporate strategy.

Excellent communication, presentation, and cross-functional collaboration skills.

Self-driven, organized, and capable of working both independently and in teams.

If you meet the criteria and you are enthusiastic about the role, we would welcome your application.Tocomplete the application you would need the following document(s):

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.

Our client is a wealth management technology platform that streamlines client engagement, reporting, and operational workflows for financial institutions. The solution integrates front-to-back processes into a single interface, helping private banks and asset managers deliver a more efficient and personalized client experience.

• Source and target potential new clients in the UAE wealth management and financial services sector
• Pitch and demo the SaaS platform to senior stakeholders
• Negotiate and close deals, bringing in new business and growing market footprint
• Represent the company in conferences and events

• Proven track record in B2B SaaS sales, wealth management technology, or financial software solutions
• Strong network within Dubai's private banking / wealth management ecosystem
• Skilled in both new business acquisition and consultative solution selling
• Good communicator

Our client is a wealth management technology platform that streamlines client engagement, reporting, and operational workflows for financial institutions. The solution integrates front-to-back processes into a single interface, helping private banks and asset managers deliver a more efficient and personalized client experience.

• Source and target potential new clients in the UAE wealth management and financial services sector
• Pitch and demo the SaaS platform to senior stakeholders
• Negotiate and close deals, bringing in new business and growing market footprint
• Represent the company in conferences and events

• Proven track record in B2B SaaS sales, wealth management technology, or financial software solutions
• Strong network within Dubai's private banking / wealth management ecosystem
• Skilled in both new business acquisition and consultative solution selling
• Good communicator

Opportunity Overview sitemap_outline CORPORATE TITLE Associate language OFFICE LOCATION(S) Dubai assignment JOB FUNCTION Business Unit Compliance account_balance DIVISION Compliance Division

Goldman Sachs Global Compliance is dedicated to protecting the reputation of the firm, managing risk and helping to advance the business of the firm. From global financial centers to important developing markets, Global Compliance professionals interpret and ensure compliance with regulatory requirements and determine how the firm can appropriately pursue global market opportunities.Global Compliance is organized broadly into divisional compliance groups and centralized compliance groups. This role supports the growing Wealth Management Business unit in the MENA region.

OUR IMPACT:

Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defence, Compliance assesses the firm’s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm’s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, such as law, accounting, sales, and trading. We look for those who possess sound judgment, curiosity, and are able to adapt to a changing regulatory landscape.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Provide advice to the business on live queries and/or transactions
• Conducting trading and suitability reviews
• Development and implementation of compliance-related policies and procedures
• Providing review and sign-off of marketing materials prepared for distribution to clients / prospects
• Managing compliance-led projects and representing PWM Divisional Compliance on Firmwide and cross regional projects and working groups
• Impact analysis and implementation of regulatory changes affecting the PWM business
• Develop and deliver training for business personnel

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS

• University degree and/or professional compliance / financial services qualification
• 3+ years’ compliance or other relevant financial services experience. Private wealth management / retail client experience preferred.
• Adequate knowledge of MENA regulatory environment and local rules
• Any knowledge of other international regulatory regimes an advantage
• Experience of conducting trade surveillance or equivalent monitoring activity
• Good interpersonal skills and effective written/oral communication skills.
• Strong analytical and problem solving skills with the ability to exercise sound and balanced judgment
• Ability to handle multiple tasks and work under pressure
• Team player
• As a minimum, good proficiency in Microsoft Excel, Power Point and Wor

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

The seminar provides delegates with the tools required to find better answers to questions such as:

• What are the major market indices and how are they linked?
• What is meant by a dual listing?
• How is a forward rate determined?
• Can I profit from interest differentials?
• What is the role of correlation in reducing risk?
• How do I judge whether my performance in the market is good or bad?
• What are futures and options?
• How can futures and options be used to protect the value of my portfolio?
• What is meant by spread trading?
• What are the role of bonds in a portfolio.
• The difference between fundamental and technical analysis.

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

• IPO’s
• Market Indices
• International Equity Market Links
• Dual Listings
• GDR’s and ADR’s

An Introduction to Bond Markets

• Treasury versus Corporate
• Types of Bond

An Introduction to the FX Market

• The spot and forward market
• Exchange Rate trends and linkages
• Carry Trades

An Introduction to Portfolio Theory

• The link between risk and return.
• The role of correlation
• The Markowitz model of Portfolio Risk
• The benefits of diversification
• The Capital Asset Pricing Model
• An Introduction to the Derivatives Market
• Futures
• Options

The Cost of Carry Model

• Cash and carry arbitrage
• Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Spread trading:

• Intra-commodity spreads
• Intra-commodity spreads
• Option trading strategies.
• Bond pricing
• Bond Duration
• Term structure of interest rates
• The convexity of a bond
• Bond ratings
• Immunising a bond portfolio
• Structured products
• Money Market Deposits/CD’s/Commercial Paper/Treasury Bills

Accounts Payable From Accounting to Management (Planning, Organizing and Achieving Best Practices)

Accounts Payable: Accounting and Management Best Practices

Budgeting, Forecasting and the Planning Process

Oil & Gas Accounting & Performance Measurement

At European Quality Training and Management Consultancy, we provide high-quality training and consultancy services to develop future leaders. With a team of skilled experts, we tailor programs to meet the needs of public and private sectors, grounded in quality, ethics, and social responsibility. Our client-focused approach ensures professionalism and sustainable outcomes.

European Quality Training and Management Consultancy FZE

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Your main responsibilities

• Conduct research and analysis of private market investments across real estate, private equity, infrastructure, and collectibles.
• Monitor economic trends, regulatory developments (e.g., MiFID II, DFSA, FSRA), and capital market activity to support informed investment decisions.
• Manage issuer relationships, including negotiating listing contracts, ensuring alignment with revenue targets and operations.
• Manage and monitor investment portfolios across private market asset classes, ensuring performance aligns with strategic objectives.
• Build and maintain financial models to evaluate investment opportunities.
• Report portfolio performance and key insights to senior management.
• Support the transaction lifecycle from origination to settlement, including structuring equity and debt instruments, including secured and unsecured.
• Conduct due diligence and comprehensive risk assessments to support investment analysis and selection.
• Support the development of tailored investment structures that comply with regulatory frameworks, address complex client objectives and meet investor needs.
• Build and nurture long-term relationships with family offices, HNWIs, and institutional investors to enhance client retention and engagement.
• Experience: 2+ years in investment management, consulting, or related roles within the European financial services – preferably in investment banking, private equity or funds management.
• Analytical Skills: Strong numerical and analytical skills, with a keen eye for detail and the ability to create and interpret financial models.
• Technical Knowledge: Strong understanding of capital markets, MiFID II regulatory framework, and asset classes such as real estate, private credit and private equity.
• Communication Skills: Excellent verbal and written communication skills (English and German), with the ability to clearly articulate complex investment concepts.
• Technology Proficiency: Comfortable and skilled with Microsoft Office (Word, PowerPoint, Excel). Knowledge of tokenization and blockchain is a plus, but not required.
• Education: Bachelor’s degree in Finance, Business Administration, or a related field. Postgraduate degrees or certifications (CFA, CFP) advantageous but not mandatory.
• Culture Fit: Entrepreneurial mindset, hands-on approach, comfortable working in a fast-paced environment, and ability to manage priorities and deadlines whilst working both independently and as a collaborative team player.
• Language: Fluent in English. German language skills required.

WHAT WE OFFER:

• Competitive salary, commission and performance-based bonuses.
• Health insurance and flight tickets.
• Opportunities for career progression and professional development.
• A dynamic, innovative, collaborative and fast-paced work environment.

OUR COMPANY CULTURE:

• Join a highly motivated team committed to innovation and high performance.
• A high-impact role for you to make a valuable contribution and reap the benefits.
• Gain exposure to an exciting, fast-paced industry with steep learning curves and tangible impact.
• Experience start-up agility: open communication, hands on, quick decision making, low bureaucracy, and a driven team.
• Individual onboarding and cross-functional teams so that you can quickly find your way around our working environment, shape it, and guarantee your constant development in other areas too.

Join our team and actively shape the future of capital markets!

FINEXITY is a leading digital assets company based in Hamburg, providing investors with access to tokenized private markets investments. The trading platform enables investments in a diverse range of alternative asset classes, including private equity, real estate, infrastructure, renewable energy, and collectibles. As a central interface between issuers, distributors, and investors, FINEXITY offers a fully digital solution for the issuance and trading of tokenized securities. Banks, asset managers, and other issuers benefit from an innovative infrastructure for the efficient structuring, tokenization, and placement of their investment products.

Joining Mirabaud means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 15 offices.

1. Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers and clients, based on regulatory context, BO domicile, and investment strategy;
2. Create and develop tailor-made investment proposals:
   • Create proposals in a portfolio context based on client's risk profile;
   • Prepare bespoke investment proposals for acquiring new business as well as for existing clients;
   • Provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies;
3. Ensure compliance with predefined portfolio parameters;
4. Monitor and analyze portfolios, carrying out detailed portfolio and performance reviews;
5. Execute and document trades, manage cash flows, and create client reports;
6. Support and assist Relationship Managers:
   • In general investment questions and activities;
   • In client acquisition and retention;
   • To identify profitable investment opportunities;
   • To optimize revenue generation;
7. Update risk profiles for clients where required, in coordination with RMs.

1. Bachelor’s degree in Finance, Economics, or Business Management;
2. Minimum 5-10 years of experience in a Wealth Management Advisory role;
3. Understanding of asset allocation and common portfolio and investment strategies. Experience in equities, fixed income, structured products, FX, commodities, and Private Equities;
4. Excellent communication and presentation skills, both verbal and written in English; additional languages are an asset.

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, regardless of your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to support work-life balance;
• Cultural and sporting activities during free time;
• Commitment to inclusion and equal treatment;
• Various employee benefits and family-friendly policies.

Notes:

• Only candidates selected for an interview will be contacted. Thank you for your understanding.
• We do not accept CVs from agencies.

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking an Alternative Investment Advisor to join their dynamic team. The successful candidate will provide expert financial advice and personalized investment strategies to clients, leveraging digital tools and interactive platforms to ensure a seamless and efficient advisory experience.

Key Responsibilities:

1. Client Engagement: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
2. Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
3. Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
4. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
5. Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
6. Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
7. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

Qualifications:

1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
2. Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
3. Skills:
1. Strong analytical and quantitative skills.
2. Excellent communication and interpersonal skills.
3. Proficiency in using digital tools and interactive platforms.
4. Ability to work independently and as part of a team.
4. Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
5. Language: Fluency in English is required.

What Our Client Offers:

1. Competitive Package with Attractive Commission.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional growth and development.
4. A collaborative and innovative work environment.
5. Access to cutting-edge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.