257 Investment Consultant jobs in the United Arab Emirates

Company:Mercer

Location:Dubai UAE
Business:Mercer Wealth

At Mercer we believe in building brighter futures by redefining the world of work reshaping retirement and investment outcomes and unlocking real health and wellbeing for our clients and their people. Join our dynamic team in the Middle East as an Associate Investment Consultant and help us deliver innovative clientfocused investment solutions that spark positive change across the region. Based in our vibrant Dubai office you will work with Sovereign Wealth Funds corporate holdings and family offices leveraging Mercers global expertise and local insights to drive portfolio transformation and longterm growth.

What You Will Do
As an Associate Investment Consultant youll take a handson clientfacing role in crafting investment strategies while growing your skills in a collaborative highperforming team. Your key responsibilities will include:

• Supporting asset allocation and portfolio construction for diverse client portfolios.

• Conducting research and analysis with a focus on private markets and alternative investments.

• Preparing impactful clientready reports and presentations under the guidance of senior consultants.

• Collaborating with clients to evaluate investment performance and refine strategies.

• Contributing to governance reviews and strategic projects that enhance portfolio outcomes.

• Staying ahead of market trends regulatory changes and economic shifts in the Middle East to inform client advice.

Who We Are Looking For
Were seeking a driven professional with a passion for investments and a knack for building client relationships. To excel in this role youll bring:

• Experience:3 years in a clientfacing investment role ideally with toptier consultancies asset owners or asset managers. Handson experience in asset allocation portfolio construction and private markets is highly valued.

• Education:Bachelors degree in Finance Mathematics Economics or a related field; progress toward Actuarial CFA CAIA or similar qualifications is a strong plus.

• Skills:Robust analytical skills proficiency in financial modeling and Excel and excellent communication to engage clients effectively.

• Knowledge:Exposure to Middle Eastern investment trends and private market dynamics is an advantage.

• Mindset:A proactive detailoriented approach with the ability to juggle priorities in a clientcentric environment.

Why Mercer

• Impact:Work shouldertoshoulder with leading organizations to shape investment strategies that matter.

• Growth:Access global training mentorship and opportunities to advance within Mercers Wealth business.

• Culture:Join a diverse inclusive team that celebrates bold ideas and supports your professional journey.

• Rewards:Enjoy a competitive salary performance bonuses and a comprehensive benefits package tailored to the region.

Location & Lifestyle
Based in Dubai you will enjoy a worldclass city known for its innovation safety and quality of life. Our office in the Dubai International Financial Centre offers stunning views and a collaborative workspace to inspire your best work.

How to Apply
Ready to make a difference Submit your CV in English.

Required Experience:

IC

Lux Investments - FZCO is an international investment firm with a strong presence in the UAE and globally. We are experts in real estate and consultancy, committed to building wealth and creating futures for our clients. Our firm specializes in providing top-tier investment opportunities and strategic advice. Explore more about us at luxinvest.io.

Role Description

This is an on-site full-time role for a Real Estate Investment Consultant based in Abu Dhabi Emirate, United Arab Emirates. The Real Estate Investment Consultant will be responsible for identifying and evaluating real estate investment opportunities, managing property portfolios, conducting market research, and negotiating deals. The consultant will also provide training and guidance to clients, ensuring they make informed investment decisions. Effective communication and client relationship management are key components of this role.

• Identify and evaluate real estate investment opportunities
• Manage property portfolios
• Conduct market research
• Negotiate deals
• Provide training and guidance to clients
• Ensure clients make informed investment decisions through effective communication and relationship management

• Experience in Real Estate, Real Property management, and a strong understanding of the real estate market
• Proven sales skills and experience in negotiation
• Ability to provide effective training and guidance to clients
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Real Estate, Business, Finance, or related field is preferred
• Previous experience in the UAE real estate market is a plus

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.

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.

• 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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We are seeking a seasoned Private Wealth Manager to join our team. As a key member of our Private Banking division, you will be responsible for cultivating strong personalized relationships with a portfolio of High Net Worth (HNW) clients.

• You will drive private banking sales and revenue by encouraging cross-selling of bank products to existing clients and sourcing new business from Super HNW individuals via referrals and marketing efforts.

The ideal candidate will optimize the potential value of the client base through the delivery of Private Banking products and services. They will communicate with HNW clients to structure advice based on client needs and recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenue.

• Maintain the bank's reputation by ensuring ethical professional behavior at all times.
• Enhance market profile and awareness.
• Achieve revenue goals and sales & portfolio growth targets across a range of products & services.
• Acquire new to bank HNW clients.
• Maintain a superior customer service experience for clients.
• Minimize customer attrition.
• Maintain proactive client contact.

To succeed in this role, you will require:

• Strong numbers selling & investments/Financial Market knowledge.
• Strong interpersonal skills and cultural sensitivity.
• Relationship management & networking skills.
• 8 years of experience in a similar job with another bank/financial services.

High Net Worth Client Financial Specialist

A senior financial advisor with expertise in wealth management is sought to provide personalized investment and financial planning solutions to affluent individuals and families.

About the Role:

The ideal candidate will possess a deep understanding of high net worth client needs and have a proven track record of delivering tailored financial strategies that align with their objectives. They will be responsible for developing and managing a portfolio of clients, providing comprehensive financial planning, and staying up-to-date with market trends and regulatory changes.

Key Responsibilities:

1. Client Portfolio Management: Develop and implement personalized financial plans that meet the unique needs of each client, taking into account their risk tolerance, investment goals, and overall financial situation.
2. Financial Planning: Conduct comprehensive financial analyses, including investment management, retirement planning, estate planning, and tax optimization, to ensure alignment with clients' financial objectives.
3. Market Research: Stay current with market trends, economic conditions, and regulatory changes to provide informed advice and recommendations to clients.
4. Communication: Effectively communicate complex financial information to clients, ensuring they are well-informed and confident in their financial decisions.

Requirements:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
• Minimum 5 years of experience in wealth management or a related financial advisory role.
• Proven track record of managing and growing a portfolio of high-net-worth clients.
• Strong knowledge of financial products, investment strategies, and market dynamics.
• Excellent communication, negotiation, and interpersonal skills.

Preferred Qualifications:

• Strategic thinking and analytical skills.
• High level of professionalism and ethical standards.
• Client-focused with a commitment to delivering exceptional service.

Direct message the job poster from IRCFS - International Recruiters - Connecting Financial Specialists Limited

Join a Leading Wealth Management Firm Expanding in the Middle East. Our client is a distinguished, well-established wealth management firm. As a globally recognised wealth management provider for the expatriate community, they maintain offices in the UK, Middle East and Asia. In response to evolving client needs and demographic shifts within the expatriate community, the firm is extending its presence in the Abu Dhabi and Dubai markets. They are seeking Junior Wealth Managers and Wealth Management Associates to serve primarily the large expatriate population in the region—and beyond. This is a unique opportunity for motivated professionals to elevate their careers and build lasting personal and business growth within one of the world's most dynamic economies. The firm's success is built on delivering personalized, face-to-face wealth management advice and fostering long-term, trusted relationships. Their distinctive Investment Management Approach further sets them apart in the industry.

Provide personalized wealth management guidance to clients and build long-term, trusted relationships. Align advice with the firm's Investment Management Approach and client needs, delivering value to expatriate communities in the region.

• Comprehensive training and support to obtain local qualifications and licenses
• Practice management assistance and customized marketing support
• Access to extensive resources and industry-leading research
• A vibrant, collaborative office environment with motivated colleagues

• Degree holder with industry qualifications (CISI Level 3 or higher)
• Current or former financial adviser with proven experience in the region
• Strong networker with demonstrated business development skills
• Excellent sales and advisory skills
• Passionate about delivering exceptional client service
• Highly motivated, goal-oriented, and eager to grow their own business

If you believe your skills align with this exciting opportunity, we invite you to apply and take the next step in your career journey.

Direct message the job poster from IRCFS - International Recruiters - Connecting Financial Specialists Limited

Join a Leading Wealth Management Firm Expanding in the Middle East. Our client is a distinguished, well-established wealth management firm. As a globally recognised wealth management provider for the expatriate community, they maintain offices in the UK, Middle East and Asia. In response to evolving client needs and demographic shifts within the expatriate community, the firm is extending its presence in the Abu Dhabi and Dubai markets. They are seeking Junior Wealth Managers and Wealth Management Associates to serve primarily the large expatriate population in the region—and beyond. This is a unique opportunity for motivated professionals to elevate their careers and build lasting personal and business growth within one of the world's most dynamic economies. The firm’s success is built on delivering personalized, face-to-face wealth management advice and fostering long-term, trusted relationships. Their distinctive Investment Management Approach further sets them apart in the industry.

Provide personalized wealth management guidance to clients and build long-term, trusted relationships. Align advice with the firm's Investment Management Approach and client needs, delivering value to expatriate communities in the region.

• Comprehensive training and support to obtain local qualifications and licenses
• Practice management assistance and customized marketing support
• Access to extensive resources and industry-leading research
• A vibrant, collaborative office environment with motivated colleagues

• Degree holder with industry qualifications (CISI Level 3 or higher)
• Current or former financial adviser with proven experience in the region
• Strong networker with demonstrated business development skills
• Excellent sales and advisory skills
• Passionate about delivering exceptional client service
• Highly motivated, goal-oriented, and eager to grow their own business

If you believe your skills align with this exciting opportunity, we invite you to apply and take the next step in your career journey.