206 Wealth Advisor jobs in the United Arab Emirates

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About us

Vault is a pioneering wealth management firm dedicated to transforming the financial well-being of our clients in the GCC region. Our mission is to empower individuals and families to achieve their long-term financial aspirations through personalized financial planning and innovative wealth management solutions. We leverage cutting-edge technology to deliver goal-based advisory services through a seamless and intuitive digital platform.

Established to address the gap in high-quality, consistent financial advice for GCC residents, Vault is redefining the standards of high-net-worth wealth management in the UAE and beyond. Our approach combines human expertise with best-in-class digital tools to create a client-centric experience that fosters trust and long-lasting relationships.

About the Role

We're seeking someone passionate about financial planning, investment advice, and wealth management. This role would be meeting with our inbound leads to provide financial planning and wealth management advice as well as managing the relationship over long periods of time. This individual will also be responsible for attracting and retaining clients and helping clients achieve their financial goals.

Responsibilities:

• Provide financial advice to clients and help them make informed investment decisions based on their circumstances and financial objectives.
• Develop and maintain strong client relationships by providing exceptional client service and ongoing communication.
• Collaborate with the product team to provide feedback on the product and suggest improvements based on clients' feedback
• Keep up-to-date with industry trends and best practices in wealth management
• Generate new business by identifying and acquiring new clients through various channels, such as referrals and networking.

Requirements:

• Bachelor's degree in Finance, Economics, Business Administration or a related field.
• CFA Charterholder is highly desirable
• Minimum of 5 years of experience in financial services
• Strong communication skills in English
• Excellent interpersonal skills and enjoys being part of the front office
• Ability to work effectively in a fast-paced and dynamic environment

Job Overview

We are seeking a seasoned Senior Wealth Advisor to join our team.

The ideal candidate will have a proven track record of delivering tailored financial solutions and maintaining long-term relationships with high-net-worth clients.

• Client Acquisition and Portfolio Management: Grow a portfolio of high-net-worth clients with a minimum initial deposit of USD 1 million per client.
• Ensure an average portfolio size per client of USD 3-5 million over 12-24 months.
• Onboard and fund 8-10 new clients within the first six months.

Investment Advisory and Financial Solutions:

• Offer a range of investment products, including stocks, bonds, mutual funds, and ETFs, catering to both local and international client needs.
• Provide insightful, market-relevant advice, considering factors such as interest rate cycles, inflation, and broader market conditions.

Client Relationship Management:

• Act as a trusted advisor, building relationships with high-net-worth individuals through a confident, personable approach.
• Maintain strong communication and presentation skills, with a high command of English.

Qualifications and Experience:

• Minimum 8-10 years of experience in UAE Wealth Management.
• Demonstrated loyalty and consistency, having been with the current institution for at least 4-5 years.
• Extensive knowledge of wealth products, including practical experience in advising and implementing solutions.
• Experience managing portfolios with substantial AUM, reflecting strong client relationships.

About the Role

We are seeking driven and results-oriented Property Consultants specialized in the Secondary Market to join our growing team. If you have deep knowledge of Dubai's real estate resale market, strong negotiation skills, and a passion for building client relationships, this is your opportunity to thrive in a rewarding, fast-paced environment.

Key Responsibilities

• Specialize in Dubai's secondary market properties (ready-to-move units, resales, off-plan resales).
• Build and maintain a strong client network through referrals, calls, and market activities.
• Advise clients on current property trends, market value, and investment opportunities.
• Manage property listings across major portals and company channels.
• Conduct viewings, negotiate deals, and close sales professionally.
• Stay updated with Dubai Land Department (DLD) regulations, RERA laws, and real estate procedures.
• Achieve monthly and quarterly sales targets.

Requirements

• Proven experience in Dubai secondary market real estate.
• RERA certification (preferred, or willing to obtain).
• Excellent communication, presentation, and negotiation skills.
• Strong client relationship-building abilities.
• Must have car and a valid DL
• Need to have 15 Listing.

Job Type: Full-time

About the Role

We are seeking driven and results-oriented Property Consultants specialized in the Secondary Market to join our growing team. If you have deep knowledge of Dubai's real estate resale market, strong negotiation skills, and a passion for building client relationships, this is your opportunity to thrive in a rewarding, fast-paced environment.

Key Responsibilities

• Specialize in Dubai's secondary market properties (ready-to-move units, resales, off-plan resales).
• Build and maintain a strong client network through referrals, calls, and market activities.
• Advise clients on current property trends, market value, and investment opportunities.
• Manage property listings across major portals and company channels.
• Conduct viewings, negotiate deals, and close sales professionally.
• Stay updated with Dubai Land Department (DLD) regulations, RERA laws, and real estate procedures.
• Achieve monthly and quarterly sales targets.

Requirements

• Proven experience in Dubai secondary market real estate.
• RERA certification (preferred, or willing to obtain).
• Excellent communication, presentation, and negotiation skills.
• Strong client relationship-building abilities.

Job Type: Full-time

Bachelor of Commerce(Commerce), Bachelor of Arts(Economics)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Description

Job Description
Job Description
As a Manager of Portfolio Management, you will play a crucial role in overseeing and optimizing our investment portfolios. The primary objective is to implement effective strategies that enhance portfolio performance while mitigating risks. You will manage a team that analyzes market trends, asset classes, and individual investments. By leveraging your expertise in financial analysis, you will guide investment decisions that align with our organization's goals and risk tolerance. Your responsibilities will include developing strategies for asset allocation, leading performance reviews, and ensuring compliance with investment policies. Additionally, you will work closely with stakeholders to communicate portfolio strategy and performance, necessitating a pragmatic approach to decision-making and an ability to clearly articulate complex financial concepts. Your role also involves maintaining relationships with investors and partners, providing transparency and insights into portfolio performance, and ultimately contributing to the organization's mission through astute portfolio management.Responsibilities

• Develop strategies for investment portfolios to maximize returns under defined risk.
• Lead the analysis of market trends and investment opportunities for growth.
• Manage diversified portfolios to align with organizational investment goals.
• Supervise a team of analysts in evaluating assets and investments.
• Review and adjust asset allocations to respond to market changes effectively.
• Collaborate with stakeholders to communicate investment strategies and decisions.
• Ensure compliance with financial regulation and organizational investment policies.
• Monitor portfolio performance regularly and initiate strategic adjustments.
• Oversee risk management strategies to protect portfolio assets and value.
• Prepare detailed reports on investment performance and strategy outcomes.
• Maintain relationships with investors, providing insights on portfolio dynamics.
• Evaluate new financial products and tools to enhance portfolio management.

• Bachelor s degree in Finance, Economics, or a related field required.
• Proven experience in portfolio management or financial analysis roles.
• Strong understanding of financial markets, investment strategies, and risk management.
• Excellent analytical skills with the ability to interpret complex financial data.
• Leadership experience in managing teams and project management capabilities.
• Effective communication skills to explain investment strategies to stakeholders.
• CFA or similar certification preferred, demonstrating advanced financial knowledge.

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Family Office Investment Portfolio Manager

The role involves supporting a high-net-worth family in evaluating, monitoring, and managing their multi-asset investment portfolio.

Key Responsibilities:

• Conduct market research to identify investment opportunities across multiple asset classes.
• Perform financial analysis, valuation modelling, and risk assessment on potential investments.
• Monitor macroeconomic trends, industry shifts, and geopolitical risks impacting portfolio performance.
• Assist in asset allocation strategy and portfolio construction based on risk-return objectives.
• Track portfolio performance, prepare investment reports and recommendations for the investment committee.
• Support portfolio rebalancing based on market conditions and investment mandates.

Requirements:

• Bachelor's or Master's degree in Finance, Economics, Business, Accounting, or related field.
• 7+ years of experience in investment banking, asset management, private equity, hedge funds, or similar role.
• CFA/CAIA designation (or progress toward) is a strong plus.

Technical Skills:

• Strong understanding of UAE, USA & Asia financial markets, portfolio management, and asset allocation.
• Proficiency in financial modelling, valuation techniques, and data analysis.
• Familiarity with investment research tools (Bloomberg, Capital IQ, Morningstar, FactSet, etc.).

Soft Skills:

• Highly analytical and detail-oriented with excellent problem-solving skills.
• Strong written and verbal communication for preparing reports and presenting to stakeholders.
• Ability to work in a fast-paced, confidential environment.

About This Opportunity:

A dynamic and respected firm seeks an experienced investment professional to join their team.

Job Purpose:

To manage an assigned portfolio of operational clean energy assets under the Europe platform to deliver the business cases and to maximize value by ways of financial engineering, operational enhancements, relationship management, and strategic exits while practicing best-in-class governance and adhering to reporting needs.

Management of portfolio of assets and/or platform companies:

• Manage the due diligence streams, third parties, consultants, ownership and accountability, financial modelling, preparation of internal briefing material, and closing arrangements.
• Prepare and implement financial and operational controls frameworks and processes in a portfolio management environment.
• Execute portfolio activities across multiple energy and preferably renewable operating assets.
• Ensure achievement of operational and financial turnaround in energy and renewable assets.
• Manage post-acquisition integration (PMI) and asset optimization (operation, technical, financial).

Management of relationships with investment partners:

• Develop professional relationships with Masdar Investment Partners (e.g. JVs) and actively participate in meetings ensuring adequate representation of Masdar and its interests at all times.
• Conduct regular high-intensity interaction with investment partners, portfolio companies, and projects and contribute to accurate information exchange through various reports.

Management and reporting on asset performance:

• Manage and report on periodic assessments of ongoing asset performance, continued value enhancement potential, and areas of risk on the asset base.
• Ensure accurate monitoring and assessment of asset value and risk drivers as well as systematic reporting and prioritization of opportunities and risks.

Manage third-party capital and debt relevant to asset management:

• Act as a focal point to providers of third-party financing for assigned assets and identify and manage the implementation of refinancing levers for value enhancement.
• Maintain relationships with financing parties to understand market status and trends.
• Management of exit opportunities.
• Identify and evaluate exit opportunities and exit strategy for assets that are being managed.
• Maintain familiarity and connections with potential buyer universe.

Management of stakeholders and third-party service providers:

• Ensure relationships with service level providers are managed smoothly and effectively in a way that guarantees that Masdar is provided with quality and timely services in line with relevant service level agreements.
• As and when required by management, personally manage key relationships/negotiations with relevant internal and external stakeholders in order to ensure the negotiation and agreement of favorable deals and agreements that safeguard Masdar's best interests while ensuring the delivery of necessary needs/goals.
• Contribute to the continuous improvement and implementation of unit systems, policies, and procedures covering all areas of activity so that all relevant procedural/legislative requirements and standards are fulfilled while ensuring that policies and procedures support the delivery of the strategy.

Reporting to stakeholders:

• Complete all relevant reports in a comprehensive, accurate, and timely manner and comply with international principles of corporate governance and standards and shareholder requirements.

Qualifications :

Preferred Qualifications:

• MBA or relevant Master's degree from a top-tier internationally recognized higher education institution.
• Bachelor's degree in engineering or related field.
• Preferred Experience:
• Minimum of 25 years of experience in senior roles in energy and renewables investment banking and asset management/portfolio operations in an energy investment environment or an equivalent experience.
• Experience with preparing and implementing financial and operational controls frameworks and processes in a portfolio management environment.
• Experience in utility IPPs or private equity.
• Experience in the assigned region is required.
• Experience in renewable energy/infrastructure investments and business development.

Job Specific Skills:

• Strong strategic thinking and business acumen skills.
• Strong financial modelling and analytical skills.
• Exceptional communication and interpersonal skills leading to a consultative approach within a corporate/multifunctional environment.
• Ability to integrate and lead cross-functional teams.
• Excellent understanding of value-based management concepts.
• Extensive familiarity with commercial and risk concepts.
• Strong knowledge of tools and systems used in asset management.
• Good understanding of relevant rules and regulations.

This role is for UAE Nationals ONLY

Additional Information :

Masdar is one of the world's fastest growing renewable energy companies and a green hydrogen leader placing the UAE at the forefront of the energy transition.

As a pioneer in advancing the clean energy sector and a key enabler of the UAE's vision as a global leader in sustainability and climate action, Masdar has developed projects in more than 40 countries across six continents and has invested or committed to invest in worldwide projects with a combined value of more than US$30 billion.

Masdar unites the UAE's three energy champions, Mubadala, ADNOC, and TAQA, and will utilize their combined expertise to fulfill its purpose as a global clean energy pioneer across renewables and green hydrogen.

Promoting innovation in solar, wind, energy storage, waste-to-energy, and geothermal energy, Masdar has a proven record of delivering pioneering projects using cutting-edge clean energy technologies that are commercially viable and bankable.

Remote Work :

No

Employment Type :

Full-time

We are seeking a seasoned and accomplished Financial Advisor to join our team in Dubai. As an expert in wealth management, you will be responsible for delivering personalized financial guidance to clients, helping them achieve their long-term financial objectives and secure their financial futures.

The ideal candidate will have a strong background in the wealth management industry, with at least 5 years of experience as a Financial Advisor. Industry-leading qualifications such as CFP, CFA, or other relevant certifications are highly valued. Additionally, the successful candidate will possess excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work independently and as part of a team.

• 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.
• Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.

We offer a competitive package and a supportive work environment that values collaboration and teamwork. 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.

Project description

Large reputed bank in UAE is looking for Loan Portfolio Management party data analyst/reporting expert .

Responsibilities

• Collaborate with cross functional teams to develop and enhance analytical models for loan valuation, performance measurement (NIM, NII) and risk measurement (RWA, ECL). Understanding of these concepts is mandatory
• Highly competent in Data collection, Data cleansing and Preprocessing, Exploratory Data analysis (EDA), Feature engineering, modelling, Evaluation and interpretation and communication.
• Conduct in-depth analysis of the Global corporate finance Loan portfolio, assessing risk, performance and identifying opportunities for optimization.
• Utilize advanced data analytics techniques to extract meaningful insights, trends and key drivers impacting the loan portfolio.
• Develop and maintain dashboards and reports to communicate portfolio metrics and KPI's to key stake holders.
• Stay abreast of market trends, regulatory changes, and industry developments to ensure portfolio remains aligned with strategic objectives.
• Prepare comprehensive reports and presentations to communicate findings and recommendations to LPM stake holders and management.
• Proficiency in Excel and Power BI is a must
• Problem Solving
• Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions, and identifies clear objectives. Sees the big picture and effectively analyses complex issues

Skills

1. 8 to 10 years of experience in Loan portfolio management.
2. Banking experience is a must.
3. Analytical models for loan valuation, performance measurement (NIM, NII) and risk measurement (RWA, ECL)
4. Data collection, Data cleansing and Preprocessing, Exploratory Data analysis (EDA), Feature engineering, modelling, Evaluation and interpretation and communication
5. Proficiency in Excel and Power BI is a must .
6. Global corporate finance Loan portfolio, assessing risk, performance.