Financial Services Expert

Dubai, Dubai beBeeFinance

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Finance Executive

This is a pivotal role that oversees cross-selling of treasury services to existing and new customers, driving revenue growth while ensuring exceptional customer service.

  • Job Responsibilities:
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Financial Services Specialist

Dubai, Dubai beBeeAccounting

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Accounting Professional

We are seeking a skilled Accounting Professional to support our clients' short-term projects across the UAE.

This role is ideal for adaptable and hands-on professionals who can work directly at client sites to provide reliable accounting support.

  1. Provide accounting and bookkeeping services tailored to client-specific needs.
  2. Handle accounts payable/receivable, bank reconciliations, and financial reporting.
  3. Maintain accurate and timely financial records.
  4. Work on-site at client locations for the duration of assigned projects.
Requirements
  • Bachelor's degree in Accounting or related field.
  • Minimum 1 year of accounting experience (preferably in client-facing/project-based roles).
  • Proficient in MS Excel and accounting software.
  • Strong communication and adaptability skills.
  • Valid UAE Driving License required.
Benefits
  • Competitive Salary based on experience.
  • Employment Visa.
  • Medical Insurance.
  • Annual Leave as per UAE Labor Law.
  • Opportunities for professional growth in a fast-paced tech environment.
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Financial Services Expert

Dubai, Dubai beBeeExpertise

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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.

Key Responsibilities:
  • 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.
Required Skills and Qualifications:
  • 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.
About Us:

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.

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ACCOUNT DIRECTOR - FINANCIAL SERVICES

Dubai, Dubai Envision Partnership

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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

#J-18808-Ljbffr
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ACCOUNT DIRECTOR – FINANCIAL SERVICES

Dubai, Dubai Envision Partnership

Posted 1 day ago

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Job Description

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:

  • 8+ years’ experience in the field of public relations and communications within financial communications.
  • Proven track record in managing and measuring communication effectiveness.
  • Experience in strategic communications, managing finances, including budget development, management, resourcing, and forecasting.
  • 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.
  • Lead and/or contribute to pitches and new business efforts focused on FinComm opportunities or integrated assignments.
  • Track record developing and executing successful communications strategies and programmes.
  • Possess strong leadership qualities and have in-depth experience effectively managing a group and helping employees grow.
  • Excellent project management skills including delegation of tasks.
  • Excellent understanding of social media, and ability to collaborate and communicate with multiple internal stakeholders, including strategic planning and creative.
  • Strong ability to lead and convert new business opportunities.
  • Experience managing finances, including budget development, management, resourcing, and forecasting.
  • Team player who is focused on developing a collaborative work ethic within account teams and is committed to ensuring an excellent work environment.
  • Excellent writing skills—both technical and creative/promotional proficiency.
  • 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

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Financial Services Training Specialist

Dubai, Dubai beBeeSales

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Job Description

As a seasoned professional, you will play a pivotal role in shaping the future of financial services training. Our client is a trailblazer in this space, delivering innovative learning solutions that empower individuals to excel in their careers.

The successful applicant will possess a deep understanding of the financial markets and a proven track record of selling training, consulting or e-learning to corporate clients. Strong relationships with key decision-makers are essential, as you will be responsible for identifying new business opportunities and driving growth through strategic analysis and relationship building.

Key responsibilities will include:

  • Engaging with clients and prospects to understand their learning needs and translating these into tailored solutions
  • Positioning our solution offering by leveraging expertise in Learning and Financial Markets
  • Managing a portfolio of clients through strategic analysis, relationship building, and winning new business
  • Staying up-to-date on industry trends and developments to inform the design of effective learning and development solutions
  • Converting opportunities into booked business through sales excellence and leveraging internal resources to write and develop compelling proposals
  • Utilizing data and information management systems to accurately track account developments and produce regular revenue forecasts
  • Effectively handing over programs to operational teams to deliver and manage, while retaining commercial oversight and client relationship

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work collaboratively with colleagues across global offices. A results-driven approach and a passion for delivering exceptional client experiences are essential for success in this role.

In return, we offer a dynamic and fast-paced environment with considerable financial backing and stability, providing a breadth of learning products and solutions. This is an exceptional opportunity to make a real impact and progress your career within a high-performing team.

Contact details have been removed for confidentiality purposes.

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Locum Financial Services Professional

Dubai, Dubai beBeeAccounting

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Job Description

The Locum Billing Accountant plays a pivotal role in the seamless completion of billing procedures for patients. This involves verifying insurance and credit company bills on a daily basis, processing insurance claims and invoices, and accurately recording patient charges.

Responsibilities:
  • Complete all billing formalities related to patient discharge.
  • Verify insurance and credit company bills daily.
  • Process and file insurance claims, invoices, and relevant documentation.
  • Record patient charges, telephone charges, and cafeteria bills for patients daily.
  • Cover cashier duties as needed.
  • Follow up on outstanding patient balances and insurance rejections.
Qualifications and Skills
  • Bachelor's Degree in Finance or a related field.
  • Minimum of zero to two years of experience in Billing within Revenue Cycle Management.
  • Proficiency in Computer Applications such as Microsoft Office (e.g., Excel, PowerPoint, Outlook, and Word).
  • Fluent written and spoken English skills.

As a key member of our team, you will have the opportunity to work with various stakeholders and contribute to the efficient operation of our billing processes.

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Senior Financial Services Professional

Dubai, Dubai beBeeFinancial

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Job Description

We are seeking a highly skilled professional to serve as a Client Success Manager. This role is responsible for ensuring clients derive maximum value from our solutions through post-sales engagement and effective product adoption.

The Client Success Manager will guide clients through the adoption of our financial data and technology solutions, delivering tailored training, interpreting usage data to identify risks or opportunities, and collaborating with internal teams to ensure client needs are met.

  • Deliver customized engagements such as training sessions, workshops, and webinars to support product adoption.
  • Analyze usage trends to identify at-risk accounts and recommend strategies to improve engagement.
  • Act as a liaison between clients and internal teams, ensuring feedback is shared and commitments are fulfilled.
  • Collaborate with Account Managers to support retention strategies and identify opportunities for growth.

This role requires a strong understanding of cross-asset financial markets and client workflows, as well as experience in Asset Management, Wealth Management, or Investment Banking.

Required Skills and Qualifications
  • Solid understanding of cross-asset financial markets and client workflows.
  • Experience in Asset Management, Wealth Management, or Investment Banking.
  • Proficiency in tools such as Excel and financial modeling platforms; familiarity with trading floor technologies is a plus.
  • Strong communication and problem-solving skills, with a background in client-facing roles.

Inclusion and Accessibility:

We are an equal opportunity employer committed to fostering an inclusive workplace where everyone feels valued. If you require accommodations during the application or interview process, please let us know. We are happy to support your needs.

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Senior Financial Services Specialist

Dubai, Dubai beBeeFinancial

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Job Description

As a key member of our team, you will serve as the first point of contact for clients, delivering personalized financial guidance and exceptional customer service.

We empower professionals to build their profiles and connect with global opportunities. Our platform offers unparalleled visibility and instant hiring possibilities.

Main Responsibilities:
  • Greet clients and assess their financial needs through meaningful conversations.
  • Recommend suitable banking products and services such as savings accounts, credit cards, personal loans, and investment options.
  • Manage client accounts in compliance with internal policies and regulatory requirements.
  • Provide timely support for day-to-day banking transactions and resolve client inquiries in a courteous manner.
  • Identify and refer opportunities for specialized services like mortgages or wealth management.
  • Maintain high security and risk management standards in all client interactions.
  • Collaborate with colleagues to achieve business objectives and sales targets.
Requirements:
  • A high school diploma or equivalent (a bachelors degree in finance, business, or a related field is preferred).
  • 13 years of experience in retail banking, customer service, or sales.
  • A strong understanding of banking products, services, and regulations.
  • Excellent interpersonal and communication skills.
  • The ability to work independently and as part of a team-oriented environment.
  • Proficiency in using banking systems and Microsoft Office tools.
  • A high level of integrity and professionalism.
Preferred Qualifications:
  • Certification in financial advising (e.g., CFP, CSC) is an asset.
  • Experience in cross-selling or upselling financial products.
  • Multilingual abilities are a plus, especially in languages commonly spoken in the local community.
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Senior Financial Services Representative

Dubai, Dubai beBeeSales

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About This Role

We're seeking a skilled Sales Executive to join our team. The successful candidate will be responsible for identifying potential customers and promoting financial products.

Key Responsibilities:

  • Sourcing potential clients for credit card and loan products.

  • Conducting face-to-face meetings, calls or online presentations to explain product features and benefits.

  • Understanding customers' financial needs and suggesting appropriate products.

  • Achieving and exceeding monthly sales targets set by management.

  • Ensuring complete and accurate documentation of customer applications.

  • Maintaining strong relationships with clients for cross-selling and referrals.

  • Staying updated on product features, eligibility criteria, compliance and market trends.

  • Ensuring compliance with all bank and regulatory policies.

Requirements
  • Proven experience in credit card or loan sales (banking DSA or financial institution).

  • Strong communication and interpersonal skills.

  • Goal-oriented and highly self-motivated.

  • Ability to work under pressure and meet sales targets.

  • Fluent in English; other languages are a plus.

  • Minimum qualification: High School / Bachelors Degree.

  • UAE sales experience preferred but not mandatory.

Benefits
  • Salary: Attractive basic salary with high incentive structure based on performance.
  • Employment Type: Full-time
  • Visa Insurance: Provided
  • Training: Full product training and sales support provided
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