290 Wealth Advisor jobs in the United Arab Emirates
Wealth Advisor
Posted today
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Job Description
· Keep up with Product Knowledge & promotions
· Should follow proper calling script for calls
· Adhere to the Dialer KPI ( Login Hours 9 hours & Available to take calls 7 hours)
· Have a Customer centric approach
· Keep a track of daily/Weekly & monthly Targets
· Follow company policies
· Maintain discipline in terms of Attendance & dress code
Experience and Technical Knowledge
· Good Communication & Interpersonal Skills
· Preferably from Real estate experience
· Fluency in at least 2 languages
· Basic computer skills, including Microsoft Word and Excel
· Ability to follow scripts without sounding mechanical
· Ability to handle being rejected and remain calm and collected
Qualifications
Bachelor's degree or equivalent
Job Types: Full-time, Permanent
#J-18808-LjbffrExpatriate Wealth Advisor
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Job Description
Join a wealth management firm expanding in the Middle East and serving the expatriate community.
Role Overview
The company is seeking Junior Wealth Managers and Wealth Management Associates to serve primarily the large expatriate population in the region—and beyond. This opportunity allows professionals to elevate their careers and build lasting personal and business growth within one of the world's most dynamic economies.
Responsibilities
- Provide personalized wealth management guidance to clients and build long-term, trusted relationships.
- Align advice with the firm's Investment Management Approach and client needs, delivering value to expatriate communities in the region.
Professional Requirements
- Degree holder with industry qualifications (CISI Level 3 or higher).
- Current or former financial adviser with proven experience in the region.
- Strong networker with demonstrated business development skills.
- Excellent sales and advisory skills.
- Passionate about delivering exceptional client service.
- Highly motivated, goal-oriented, and eager to grow their own business.
Benefits Package
- Comprehensive training and support to obtain local qualifications and licenses.
- Practice management assistance and customized marketing support.
- Access to extensive resources and industry-leading research.
- A vibrant, collaborative office environment with motivated colleagues.
Senior Wealth Advisor
Posted today
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Job Description
We are seeking a seasoned wealth management professional to manage and grow a portfolio of high-net-worth non-resident Indian clients.
The ideal candidate will possess excellent communication, interpersonal, and relationship-building skills, as well as a strong commitment to delivering exceptional service.
Key Responsibilities:
- Build and maintain long-term relationships with high-net-worth NRI clients.
- Understand clients' financial goals, risk tolerance, and investment preferences.
- Conduct regular reviews and updates with clients to ensure their financial plans remain aligned with their objectives.
Financial Advisory:
- Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning.
- Develop and implement tailored investment strategies that meet clients' financial goals.
Investment Management:
- Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance.
- Monitor and review investment performance, making adjustments as necessary to optimize returns.
Business Development:
- Identify and pursue new business opportunities within the NRI market.
- Collaborate with internal teams to develop marketing strategies targeting the NRI segment.
Regulatory Compliance:
- Ensure all advisory activities comply with local and international regulatory standards.
Qualifications and Experience:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification is preferred.
- Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients.
- In-depth knowledge of financial products, investment strategies, and wealth planning tools.
- Strong understanding of the financial and regulatory environment affecting NRI clients.
Skills and Competencies:
- Client-centric approach with a strong commitment to delivering exceptional service.
- Analytical mindset with the ability to interpret complex financial data and market trends.
- High level of integrity and professionalism.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health insurance and retirement benefits.
- Continuous professional development opportunities.
Portfolio Management Specialist
Posted today
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Job Description
We are seeking a highly experienced and skilled professional to oversee the quality and financial success of our portfolio of projects/client accounts.
The ideal candidate will have a strong background in cost management, with a minimum of 20 years experience in the construction industry, including at least 5 years in Dubai or the Middle East.
The successful candidate will be responsible for managing high-profile landmark projects, leading teams of over 10 personnel, and ensuring compliance with all procedures and quality control measures.
They will also be responsible for managing the resources across several large-scale or a portfolio of projects, within established budgets.
Additionally, the candidate will be accountable for briefing the team on project scopes to ensure roles and responsibilities are understood, and will supervise and mentor more junior members of staff to enable their development.
Required Skills and Qualifications
Qualifications:
Bachelor's Degree in Quantity Surveying, Engineering, or other Construction-related field.
Chartered RICS Membership (MRICS).
Experience:
Minimum 15 years post-graduate experience.
Minimum 5 years in the Middle East.
Benefits
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. These may include medical, dental, vision, life, AD&D disability benefits, paid time off, leaves of absence, voluntary benefits, perks, flexible work options, wellbeing resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
Others
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
Remote Work: No
Employment Type: Contract
Portfolio Management Specialist
Posted today
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Job Description
Job Description:
The ideal candidate will be responsible for managing a portfolio of operational clean energy assets under the Europe platform. They will work to deliver business cases and maximize value through financial engineering, operational enhancements, relationship management, and strategic exits while practicing best-in-class governance and adhering to reporting needs.
Key Responsibilities:- Manage due diligence streams, third-party consultants, ownership and accountability financial modeling, 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 renewable operating assets.
- Ensure operational and financial turnaround in energy and renewable assets.
- Manage post-acquisition integration (PMI) and asset optimization (operation, technical, financial).
- Develop professional relationships with investment partners (e.g., JVs) and actively participate in meetings to ensure 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.
- 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.
- Act as a focal point for 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.
- Identify and evaluate exit opportunities and exit strategy for assets being managed.
- Maintain familiarity and connections with potential buyer universes.
- Ensure relationships with service level providers are managed smoothly and effectively to guarantee quality and timely services in line with relevant service level agreements.
- As required by management, personally manage key relationships/negotiations with relevant internal and external stakeholders to ensure the negotiation and agreement of favorable deals and agreements that safeguard Masdar's best interests while ensuring delivery of necessary needs/goals.
- Contribute to 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 policies and procedures support delivery of the strategy.
- Complete all relevant reports in a comprehensive, accurate, and timely manner and comply with international principles of corporate governance and standards and shareholder requirements.
Required Qualifications and Skills:
- MBA or relevant Master's degree from a top-tier internationally recognized higher education institution.
- Bachelor's degree in engineering or related field.
- Minimum of 2-5 years of experience in senior roles in energy and renewables, investment banking, and asset management/portfolio operations in an energy investment environment or 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.
- Strong strategic thinking and business acumen skills.
- Strong financial modeling 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.
Portfolio Management Specialist
Posted today
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Job Description
Senior Business Listing Officer(Outsource)
Role OverviewKey responsibilities of this position include preparing proposals for adding or updating companies on a list of approved business entities, evaluating them against policies and market studies, and coordinating with stakeholders for timely updates.
The role also involves engaging with internal business stakeholders to enhance business relationships and partnerships, as well as serving as the point of contact for companies during listing engagements.
Additionally, the incumbent will track proposal status, maintain management information systems, and perform other activities as directed by senior management based on business needs.
Required Skills and Qualifications- A bachelor's degree in business administration or a related field is required.
- Minimum 5 years of experience in portfolio analysis, credit, policy & procedures, and market surveys are preferred.
- Minimum 3.5 years of experience in retail banking front-line sales and/or back-office support are also preferred.
- Strong planning and multitasking skills, as well as excellent written and oral communication skills, are essential.
- A team player with willingness to travel within the UAE and other countries where the bank has a retail presence is required.
Previous experience in market research is highly desirable.
Portfolio Management Supervisor
Posted today
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Job Description
Community Manager
The role of the Community Manager is a challenging and rewarding position that requires strong leadership, communication, and organizational skills. The successful candidate will be responsible for providing community management services to assigned portfolios, ensuring compliance with relevant rules, regulations, and legislation.
As a key member of our team, you will be responsible for managing relationships with homeowners/residents, catering to secretarial and administrative requirements, managing community common areas and services, and liaising with government authorities as required.
Key Responsibilities:
- Ensure full compliance with governance documents and laws.
- Manage relationships with homeowners/residents.
- Cater to secretarial and administrative requirements.
- Manage community common areas and services.
- Liaise with government authorities.
Requirements:
- At least 3 years' experience in community management.
- Master's degree in accounting, engineering, property or business (distinctive advantage).
- Excellent communication, language, and writing skills in English and Arabic.
- Positive, enthusiastic, customer-centric person who loves meeting people.
- Able to work and deliver under constant pressure.
Benefits
This role offers a comprehensive benefits package, including competitive salary, health insurance, retirement plan, and opportunities for professional development.
Apply NowTo apply for this exciting opportunity, please submit your resume and cover letter via email. We look forward to hearing from you!
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Portfolio Management Specialist
Posted today
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Job Description
Caxton Associates, a global trading and investment firm, seeks talented professionals to manage client and proprietary capital through multiple global hedge fund disciplines.
The Associate Portfolio Manager Program offers immersive exposure and intensive training, refining participants' investment skills with the ultimate objective of enabling advancement to a senior Portfolio Manager position within the organization.
We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds, and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, proposed investment strategies and related markets.
Key requirements include:
- Entrepreneurial risk-taker with a desire to build and grow their investment strategy
- Able to work both independently and collaboratively with various stakeholders
- Demonstrated capacity for continuous growth and evolution
If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy.
Associate, Portfolio Management
Posted today
Job Viewed
Job Description
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
#J-18808-LjbffrAssociate, Portfolio Management
Posted today
Job Viewed
Job Description
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 practising 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 operational and financial turnaround in energy and renewable assets.
- Manage post-acquisition integration (PMI) and asset optimization (operation, technical, financial):
- 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 etc.
- Manage and report on periodic assessments of on-going 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.
- 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.
- Identify and evaluate exit opportunities and exit strategy for assets that are being managed.
- Maintain familiarity and connections with potential buyer universe.
- 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 favourable 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.
- Complete all relevant reports in a comprehensive, accurate and timely manner, and comply with international principles of corporate governance and standards, and shareholder requirements.
Desired Candidate Profile
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.
- Minimum of 2-5 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.
- 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.
- Power Generation
- Power Distribution
- Energy
- Nuclear Energy
- Administration
- Associate