What Jobs are available for Investment Consulting in the United Arab Emirates?
Showing 13 Investment Consulting jobs in the United Arab Emirates
Financial Advisor Dubai
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Prestige IFA Jobs is proud to partner with a distinguished Dubai-based wealth management firm that applies the disciplined, strategic mindset of elite sports to the world of finance. Our client is built on a powerful foundation of fiduciary duty, transparency, and a holistic approach encapsulated in their core philosophy of ‘Wealth, Wellness, and Legacy’ .
This firm provides a superior advisory experience by offering comprehensive, bespoke solutions across all facets of wealth management. Their services include Investment Management through tailored portfolio strategies, sophisticated Retirement & Financial Planning , Estate & Legacy Planning to ensure wealth endures, and specialized Risk Management solutions to protect clients' assets. They are particularly adept at navigating the complex financial challenges faced by expatriates, professional athletes, and ultra-high-net-worth families .
The Opportunity:
We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.
The successful candidate will have the opportunity to:
Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.
Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.
Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.
Utilize the firm’s advanced technological platform to deliver an exceptional, modern client experience.
Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.
Ideal Candidate Profile:
Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)
- Ideally have a transferrable book of business of at least U$2million
Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.
Exceptional client relationship management and new business development skills.
A deep understanding of holistic financial planning and investment products.
While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm's core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.
Benefits:
Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.
Please note: This position would typically suit experienced and qualified IFA candidates, and qualified UK based advisors keen on embarking on a career in financial services and wealth management in Dubai. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services qualifications and and growth aspirations.(mailerlite_form form_id=2) CISI Level 4, CFP, CFA, or equivalent certifications #J-18808-LjbffrIs this job a match or a miss?
Financial Advisor Dubai
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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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Independent Financial Advisor - Dubai
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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. #J-18808-Ljbffr
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Financial Advisor Job in Dubai
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Experienced Financial Advisor consultants wanted for high-earning, long-term opportunities in Dubai.
Our client is a global wealth management firm based in the United Arab Emirates looking for qualified financial advisors to concentrate on helping mostly UK and EU clients meet their goals.
As a client facing, sales and targets driven finance professional, you are expected to already have:
- At least three years working within a wealth management/financial advisory without any record of client dissatisfaction or regulatory sanctions
- A level 4 qualification or equivalent in financial services (Series 65 and AUM of at least $12 million in the USA)
- Proven track record in client relationship management and acquisition
- Self-motivated, dynamic personality with an ability to work independently
- A relevant degree for client counselling, like economics, financial planning, or investment analysis
- A competitive, rewards-based package consisting of a salary, full office and administration support and further career opportunities
- A typical first-year income between $50,000 and 300,000 with scope to earn more
- Dedicated training from qualified and experienced professionals
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Independent Financial Advisor - Abu Dhabi, UAE
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Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE
We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to 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 over 5 million 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 personalised 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.
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International Financial Advisor - Dubai / MENA Region
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(embed) Our client , a fast-growing wealth management and alternative investments brokerage, is seeking an ambitious International Financial Advisor to join their expanding team in Dubai and the wider MENA region .Founded in 2018, our new client has built a reputation for delivering exclusive wealth management opportunities to HNW and UHNW clients across the UAE, Gulf region, UK and Europe . With headquarters on the iconic QE2 in Dubai and an office in London’s financial district, the company provides its advisors with access to a broad portfolio of alternative investments rarely available through mainstream brokers. About the Company The company specialises in connecting clients directly with C-level executives and investment providers , bypassing traditional brokerage layers. Today, the firm serves more than 1,200 investors , many of whom are repeat clients, underscoring its credibility and results-driven approach.Core investment areas include:
- Gold Exploration – exclusive Canadian projects with billion-dollar valuations
- Biotech & Medtech Private Equity – late-stage opportunities with strong exit paths
- Real Estate Investment Trusts (REITs) – UK-based projects with high-profile board members
- Construction & Development – established UK-based firm with 30+ years of delivery
- Wealth Media – investments in film and television content production
- Crypto & Web3 – incubator fund based in UAE with liquidity expected in 12–24 months
- Manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Dubai and across the MENA region
- Present exclusive alternative investment opportunities and provide clear, informed financial advice
- Leverage your existing client bank to introduce prospects to the firm’s portfolio
- Build long-term client relationships with exceptional service and trust
- Work collaboratively with a dynamic international team of brokers, CFO, COO and investment partners
- 7–10 years’ experience in financial advisory, wealth management, or investment brokerage
- A strong client book with average investment ticket sizes of USD 30,000+
- Experience in alternative investments, private equity, or private markets
- Proven track record in business development and relationship management
- Based in the MENA region (Dubai preferred)
- Relevant professional financial advisory qualifications ( MiFID II or equivalent ) are advantageous
- Competitive commission structure with unlimited earning potential
- Potential basic salary depending on experience and track record
- Access to exclusive investment products not commonly available through other brokers
- The opportunity to join a boutique, high-growth wealth management company with global reach
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Investment Advisor
Posted 7 days ago
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Charterhouse is working with an internationally recognised, publicly listed wealth management firm who are expanding their UAE operation. The firm currently manages over USD 50 billion globally, and they are searching for Investment Advisors to join their DIFC office. The Investment Advisor will join a team of senior private bankers and will be required to work closely with the team and their HNI clients. This role will be responsible for advising on different investment strategies based on the client’s risk appetite. The advisory team should collaborate closely with RMs to identify cross-selling opportunities and deepen client relationships, while also leading client meetings alongside RMs to deliver investment updates and recommendations. The Investment Advisor should stay updated on global market trends, asset allocation strategies, and portfolio construction techniques in order to deliver high quality, bespoke solutions.
Requirements
The Investment Advisor should have a minimum of 5 years within the private banking or wealth management space where they have worked extensively with HNI and UHNI from different backgrounds. The ideal candidate will be an expert in international wealth solutions, combined with the ability to communicate trends to clients in a simplified manner. Holding a CFA would also be beneficial.
About the company
The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets. Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.
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International Financial Advisor [Australian Qualified] - Opportunity to inherit an Australian c[...]
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International Financial Advisor (Australian Qualified) – Opportunity to inherit an Australian client bank
Location: Dubai, UAE
Forth Capital is expanding its team and looking for an individual to manage our Australian client bank. We're offering an exceptional opportunity for an Australian-qualified financial adviser based in Dubai to join a leading international wealth management firm - with the infrastructure, compliance, and investment expertise to take your career to the next level.
Who This Role Is Perfect For- You’re an Australian-qualified advisor already working in Dubai, but feel limited by poor lead flow, lack of proper international licensing, or weak admin support.
- You want to build and manage a truly international client portfolio, backed by a recognised global brand.
- You’re ambitious, independent, and entrepreneurial - but you want structure and support to scale your success.
Forth Capital is a globally regulated financial planning and wealth management firm, with offices across four continents. Our advisors are dual-qualified and provide cross-border financial advice to HNW expatriates in 53 countries.
- Winner - 'Excellence in Advisory Best Practice' at the 2024 Investment International Awards
- Shortlisted - 'International Business of the Year' at the 2025 British Business Awards
- Rated ‘Excellent’ on Trustpilot by our clients worldwide
- Opportunity to receive a sizeable Australian client bank
- Minimum of 3 qualified leads every week
- Pathway to Partnership
- Retirement Buyout Options
- Dedicated adviser assistants + full admin support
- In-house paraplanning, compliance, and tax advisory
- Licences in Australia, UK, EU (MiFID), US, Hong Kong, and Switzerland - Service clients wherever they are located
- Exclusive ETF portfolios – managed by Morningstar
- Relocation support for future international postings
- AI-driven CRM and client onboarding tools
- Uncapped earnings – real growth potential
- Build and deliver on a business plan aligned with personal and company goals
- Convert qualified leads into long-term clients with expert financial advice
- Deliver annual reviews and ensure full cross-border compliance
- Advise clients across investments, pensions, tax structuring, and estate planning
- Drive business development through referrals, partnerships, and professional networks
- Use our CRM and processes to maintain accurate, up-to-date records
- Manage and grow our Australian client bank
Required Qualifications
- Australian Financial Advice qualification - ASIC approved degree in financial planning or qualification via The Experience Pathway
- Level 4 UK (preferred)
- Chartered status (preferred) or working towards
- At least 5 years’ experience as an IFA, ideally with international exposure
- Confident advising across jurisdictions, especially AU–UAE corridors
- Proven track record managing significant assets under management (AUM)
- Business development mindset – confident with networking and referrals
- Strong understanding of cross-border pension/super, investments, and tax planning
- Professional, trustworthy, and client-first in every interaction
- Highly organised, with excellent knowledge of compliance requirements
If you’re a Dubai-based, Australian-qualified financial adviser ready to elevate your career on the international stage then Forth Capital is the platform you’ve been looking for.
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Senior Investment Advisor
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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.
Job Description- 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;
- 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;
- Ensure compliance with predefined portfolio parameters;
- Monitor and analyze portfolios, carrying out detailed portfolio and performance reviews;
- Execute and document trades, manage cash flows, and create client reports;
- 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;
- Update risk profiles for clients where required, in coordination with RMs.
- Bachelor’s degree in Finance, Economics, or Business Management;
- Minimum 5-10 years of experience in a Wealth Management Advisory role;
- Understanding of asset allocation and common portfolio and investment strategies. Experience in equities, fixed income, structured products, FX, commodities, and Private Equities;
- 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.
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Alternative Investment Advisor
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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:
- Client Engagement: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients, conduct virtual meetings, and provide real-time investment updates.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
Qualifications:
- 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.
- Experience: Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
- Skills:
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proficiency in using digital tools and interactive platforms.
- Ability to work independently and as part of a team.
- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
- Language: Fluency in English is required.
What Our Client Offers:
- Competitive Package with Attractive Commission.
- Comprehensive health and wellness benefits.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- 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.
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