What Jobs are available for Strategic Financial Guidance in the United Arab Emirates?
Showing 16 Strategic Financial Guidance jobs in the United Arab Emirates
Wealth Management Partner
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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.
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Specialist - Retail Wealth Management
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Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.
About the business areaThe Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.
In this role, your key responsibilities include- Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management’s customer value propositions.
- Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
- Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
- External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
- Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
- Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
- Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
- Self-Management- Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
- Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions.
- At least 4 years of experience in a Banking/financial institution
- Bachelor’s Degree in Finance, Business, or Economics
- Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a Reputable Institute
- Written and spoken English
- Knowledge of sales and financial products including leveraged solutions
- Knowledge of financial markets, including products such as Mutual Funds, Exchange-Traded Funds (ETFs) Bonds and equities
- Competitive Salary : The indicative pay range for this role is 18000 AED– 26000AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
- Comprehensive Benefits Package : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
- Flexible and Remote Working Options : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
- Learning and Development Opportunities : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.
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Sales Manager - Wealth Management SaaS
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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.
Responsibilities- 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
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Sales Manager - Wealth Management SaaS
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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.
Responsibilities- 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
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Sales Manager - Wealth Management SaaS
Posted 20 days ago
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Reporting to Europe HQ, you will be managing and expanding a portfolio of clients across the region, selling financial SaaS solutions and Wealth Management Technologies Client Details 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. Description * 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 Job Offer This is a chance to be a pioneer in the UAE for the company and drive expansion across the region.
Requirements
* 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
About the company
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world. The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of: Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.
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Wealth Management Compliance Officer - Associate - Dubai Dubai · United Arab Emirates · Associate
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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.
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Chief Investment Officer (CIO) - Global Investment Strategy, UAE
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We are conducting an executive search on behalf of a leading UAE-based investment platform to appoint a Chief Investment Officer (CIO). This senior role offers a rare opportunity to lead global and regional investment strategy for a high-impact, diversified platform operating across sectors including private equity, M&A and structured finance. As CIO, you will oversee the end-to-end investment lifecycle—from origination and execution through to portfolio optimisation and exits. This is a strategic role for a proven investment leader ready to drive capital deployment and long-term value creation.
Strategic Investment Leadership- Define and implement a scalable investment strategy aligned with business growth goals.
- Lead capital allocation, cross-border M&A transactions, and structured finance activities.
- Oversee joint venture performance and strategic investor partnerships.
- Build investment governance, capital planning, and decision-making frameworks.
- Originate and lead complex investment deals (including private equity, venture capital and strategic acquisitions).
- Supervise due diligence, valuation models, and financial structuring.
- Maximise portfolio value through performance tracking, risk analysis, and exit planning.
- Drive post-investment value creation with strategic oversight.
- Develop senior relationships with sovereign wealth funds, investment banks, and global financial partners.
- Act as the executive representative at global forums and investor summits.
- Deliver real-time market analysis to inform board and C-suite decisions.
- Implement robust investment risk frameworks and ensure legal/regulatory compliance.
- Lead internal governance across reporting, controls, and operational transparency.
- Demonstrated success in investment banking, asset management, private equity, or corporate finance.
- Leadership experience running high-performing, cross-functional investment teams.
- Strong technical capability in financial modelling, valuation, and risk management.
- Experience working in international markets and managing high-growth portfolios.
Hanson Search is a leading talent advisory and executive search B Corp consultancy with consultants based across the UAE , UK, USA, and Europe. We specialise in business-critical roles that drive revenue, reputation, and risk, with dedicated teams in Communications, Government Relations, Financial Communications, Investor Relations , Public Affairs, Marketing, Digital Marketing, Sustainability & Social and C-Suite Recruitment. Please click here to find out about more about Hanson Search .
We are committed to equality of opportunity for all. You can access our Diversity and Inclusion Policy here . #J-18808-LjbffrIs this job a match or a miss?
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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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