175 Investment Planning jobs in the United Arab Emirates

Job Title: Financial Services Expert

We are seeking an experienced and qualified professional to join our team as a Financial Services Expert in Dubai. As a key member of our wealth management firm, you will be responsible for providing expert financial advice to clients and helping them achieve their long-term goals.

• Conduct thorough financial assessments of clients' current situations and future goals.
• Develop and implement personalized financial plans, including investment, retirement, and tax planning strategies.
• Build and maintain relationships with clients, providing them with expert guidance and support.
• Monitor clients' financial progress and adjust plans as necessary.

• Minimum 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.

Our company offers a competitive package and a supportive 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.

As a key member of the finance team, you will be responsible for overseeing the company's accounts and finances under the supervision of the Finance Manager.

• Maintain accurate and up-to-date financial records
• Prepare and administer budgets and forecasts
• Coordinate with stakeholders to ensure timely payment and receipt of funds

Key qualifications include:

• Bachelor's degree or higher in Accounting, Finance, or related field with 8+ years of relevant experience
• Professional Accounting/Finance Qualification (CFA, CPA, CMA, ACCA) is an asset
• Strong interpersonal, communication, and presentation skills
• Fluency in Microsoft Office Suite and Google Suite

The ideal candidate will have strong knowledge of commercial contract terms and experience in contract preparation and response to tenders. Preference for candidates with experience in AEC and Real Estate industries. Must have comprehensive accounting knowledge up to finalization of financial reports. Expertise in Tally accounting software is desirable. Professional qualification of ACCA, CMA, or ACA (full or part-qualified) is highly valued.

Immediate availability is preferred. Please ensure your profile matches the requirements before applying.
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International law firms are seeking highly skilled senior accountants to join their professional services sector. The ideal candidate will have experience working in partnerships for top-tier law firms or consulting companies.

The role involves a variety of responsibilities, including:

• Preparing monthly payroll files and coordinating review with designated firm professionals;
• Preparation of annual budget files and mid-year forecasts of budgeted expenses;
• Preparation of select annual surveys and governmental reports;
• Coordination with external auditors and local tax service providers as necessary;
• Preparing and uploading select journal entries related to payroll, VAT, etc., and coordinating posting with designated firm accounting team members;
• Preparation and filing of the quarterly VAT return;
• Corporate credit card processing and management;
• Assisting with Accounts Payable and expense report review and inquiries as needed;
• Providing support for other operational accounting activities across European offices.

Ideal Characteristics:

• Strong educational background in accounting or finance, preferably with an undergraduate or graduate degree;
• Minimum 3-5 years of relevant experience;
• Attention to detail and ability to work independently in a fast-paced environment;
• Strong interpersonal skills with a focus on client service;
• Proficiency in Microsoft Excel and Word;
• Arabic language skills considered a plus.

Critical Competencies for Success:

• Conducting oneself in a positive and professional manner;
• Willingness to learn from multiple sources and apply gained skills across various responsibilities;
• Possessing a sense of urgency and willingness to build effective working relationships with key members of the firm;
• Being a proactive individual who uses common sense and a fact-based approach to address issues and communicate solutions.

Additional Information:

• A friendly, positive communicator capable of conversing at all levels;
• Ability to learn organizational and prioritization skills to assist in executing multiple tasks;
• Taking ownership and responsibility to complete assignments within the prescribed schedule;
• Being a team player who shares credit for accomplishments with others and keeps the firm's best interests foremost.

The role of Financial Officer is to lead the preparation of financial reports and work closely with accountants on the team.

This position requires a high degree of accuracy, strong analytical skills and excellent communication skills.

• Job Description: The successful candidate will be responsible for leading the preparation of monthly and quarterly financial reports in compliance with IFRS. They will also work closely with accountants on the team and review their work (general ledger accounting, including journal entries, accruals, and reconciliations).
• Key Responsibilities: Support the financial close process and help ensure timely and accurate reporting. Maintain records for portfolio companies, fund entities, and internal cost centers. Collaborate with external auditors and assist with year-end audit requirements.
• Requirements: Bachelor's degree in Accounting or Finance; 4-8 years of experience, including Big 4 audit experience with financial services clients.

About the Role: This is an exciting opportunity to join a top Multi-Billion $ Investment Manager as a Financial Officer. You will have the chance to work with a global portfolio across multiple asset classes and contribute to the success of the company.

What We Offer: Excellent Career Progression & Benefits. Opportunity to be part of a top Multi-Billion $ Investment Manager.

Financial Services Specialist

The Financial Services Specialist plays a pivotal role in fostering client relationships by providing customized financial solutions. Key responsibilities include managing customer accounts, promoting bank products, and ensuring exceptional customer satisfaction through professional service.

This dynamic role involves:

• Client Portfolio Management: Building and maintaining deep client relationships to ensure unparalleled customer satisfaction.
• Financial Advisory: Providing expert advice on financial products, including savings accounts, loans, investments, and credit.
• Transaction Processing: Accurately and efficiently processing customer transactions.
• Sales Performance: Meeting sales goals through effective cross-selling of bank services.
• Risk Assessment: Evaluating creditworthiness and performing risk assessments.
• Client Support: Handling client queries and resolving issues in a timely manner.
• Regulatory Compliance: Ensuring compliance with KYC, AML, and internal policies.

To excel in this role, you'll need:

• Bachelor's Degree: In Finance, Business Administration, or a related field.
• Experience: Proven experience in banking or financial services.
• Interpersonal Skills: Strong interpersonal and communication skills.
• Analytical Abilities: Ability to analyze financial data and provide sound advice.
• Technical Knowledge: Familiarity with banking software and CRM tools.

Preferred skills include:

• Relationship Building: Developing and maintaining strong client relationships.
• Sales and Negotiation: Effectively selling and negotiating financial services.
• Financial Analysis: Analyzing financial data to inform business decisions.
• Regulatory Awareness: Staying up-to-date on banking regulations and policies.
• Problem-Solving: Resolving complex client issues in a timely manner.

This is an excellent opportunity for professionals seeking a challenging and rewarding role in the financial services industry. If you're passionate about delivering exceptional customer experiences and driving business growth, we encourage you to apply for this exciting position.

The Private Banking leadership role is a pivotal position that requires exceptional NTBs capabilities to deliver tailored solutions based on our sophisticated private banking platform. As a key member of the team, you will play a crucial role in managing and growing our Private Banking client relationships and portfolios.

This includes improving service quality levels to meet team objectives, achieving targets, and maintaining client satisfaction and portfolio credit quality. You will be responsible for developing business across diverse markets, regions, and client segments, including family offices, offshore and onshore locations, and multiple booking centers.

Key responsibilities include:

• Opening new relationships and transferring existing relationships from within the group
• Managing existing relationships to increase wallet share
• Providing clients with exceptional service levels, including fixed income, mutual funds, and insurance solutions
• Growing annual NTBs by 20%
• Supporting Directors and Executive Directors in driving business growth

To succeed in this role, you will need to possess exceptional communication and presentation skills, as well as outstanding knowledge of Fixed Income solutions, Mutual Funds, and Insurance solutions. You will also need to have the ability to conduct risk rating analysis for clients and maintain market knowledge and savvy.

To be considered for this role, you will need to have:

• A minimum of years of industry experience (exact number not specified)
• A Bachelor's degree in relevant fields; relevant investment certifications are preferable
• Knowledge of Bond Ratings from S&P, Moody's
• Ability to conduct risk rating analysis for clients

Job Location: Dubai, UAE

Company: Multinational PR & Advertising Agency.

Job Summary: Identify and build opportunities from Organization’s existing strong client portfolio and to source and maximize the growing Financial Communications opportunities across the region.

Job Requirements:

1. 8+ years’ experience in the field of public relations and communications within financial communications.
2. Proven track record in managing and measuring communication effectiveness.
3. Experience in strategic communications, managing finances, including budget development, management, resourcing, and forecasting.
4. Native-level written and spoken English, enabling strong content development skills, including experience drafting op-eds and quotes/statements for media. Arabic writing would be a bonus.
5. Lead and/or contribute to pitches and new business efforts focused on FinComm opportunities or integrated assignments.
6. Track record developing and executing successful communications strategies and programmes.
7. Possess strong leadership qualities and have in-depth experience effectively managing a group and helping employees grow.
8. Excellent project management skills including delegation of tasks.
9. Excellent understanding of social media, and ability to collaborate and communicate with multiple internal stakeholders, including strategic planning and creative.
10. Strong ability to lead and convert new business opportunities.
11. Experience managing finances, including budget development, management, resourcing, and forecasting.
12. Team player who is focused on developing a collaborative work ethic within account teams and is committed to ensuring an excellent work environment.
13. Excellent writing skills—both technical and creative/promotional proficiency.
14. Strong communications and interpersonal skills.

If you know of anyone who has these qualifications and is looking for a challenging career, please email:

Jeanette Jarjoura – Executive Search and Leadership Consultant

Your Growth

You will be based in one of our Middle East offices driving lasting impact and building long-term capabilities with our clients. 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 will 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 will 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, which includes medical, dental, mental health, and vision coverage for you, your spouse/partner, and children.

Your Impact

You will help financial institution clients’ top management and field member build capabilities in delivery and to execute initiatives, both during an active project and continuing after our consultants have shared their recommendations.

You will be involved from strategy through execution as the manager of strategy execution and impact creation.

You will have the opportunity to manage projects and progress with minimal supervision, including tracking metrics, handling complex analyses, and preparing communications to report back to client and internal leadership.

You will develop trust-based relationships with clients and delivering results as a specialist of strategy execution and impact creation.

You will receive training on how to better structure ambiguous problems and take action to solve them, synthesize clear takeaways from complex information into clear takeaways and recommendations using both qualitative and quantitative method and 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. McKinsey believes in strengths-based development and coaching, and you will receive frequent mentoring from colleagues. This will include a senior colleague from your office or practice who will help you grow and achieve your career goals.

Your qualifications and skills

• Undergraduate or master’s degree in commerce, finance, business studies, operations, economics or a related field, with an outstanding academic record
• 6+ years of project delivery in consulting for 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
• Strong understanding of both business and technical aspects of technology/digital transformations within financial services, enabling the creation of value-driven technology strategies
• 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 organisation
• Ability to communicate complex ideas effectively in English and Arabic
• Willingness to travel

Your Growth

You will be based in one of our Middle East offices driving lasting impact and building long-term capabilities with our clients.

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 will 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, which includes medical, dental, mental health, and vision coverage for you, your spouse/partner, and children.

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. And 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 takeaways from complex information into clear takeaways 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 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 organisation
• Ability to communicate complex ideas effectively in English and Arabic
• Willingness to travel