142 Wealth Management jobs in Dubai

We are seeking a seasoned Private Wealth Manager to join our team. As a key member of our Private Banking division, you will be responsible for cultivating strong personalized relationships with a portfolio of High Net Worth (HNW) clients.

• You will drive private banking sales and revenue by encouraging cross-selling of bank products to existing clients and sourcing new business from Super HNW individuals via referrals and marketing efforts.

The ideal candidate will optimize the potential value of the client base through the delivery of Private Banking products and services. They will communicate with HNW clients to structure advice based on client needs and recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenue.

• Maintain the bank's reputation by ensuring ethical professional behavior at all times.
• Enhance market profile and awareness.
• Achieve revenue goals and sales & portfolio growth targets across a range of products & services.
• Acquire new to bank HNW clients.
• Maintain a superior customer service experience for clients.
• Minimize customer attrition.
• Maintain proactive client contact.

To succeed in this role, you will require:

• Strong numbers selling & investments/Financial Market knowledge.
• Strong interpersonal skills and cultural sensitivity.
• Relationship management & networking skills.
• 8 years of experience in a similar job with another bank/financial services.

We are seeking an experienced and highly motivated wealth management professional to join our team. This role is crucial in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.

This is a unique opportunity for a skilled and dynamic individual to take on a challenging role in a fast-paced environment. The successful candidate will have the ability to develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.

1. Develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.
2. Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
3. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
5. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
6. Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
7. Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
2. Minimum of 5 years of experience in wealth management or a related financial advisory role.
3. Proven track record of managing and growing a portfolio of high-net-worth clients.
4. Strong knowledge of financial products, investment strategies, and market dynamics.
5. Excellent communication, negotiation, and interpersonal skills.
6. Ability to build and maintain long-term client relationships based on trust and integrity.
7. Proficiency in financial planning software and tools.
8. A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

1. Strategic thinking and analytical skills.
2. High level of professionalism and ethical standards.
3. Client-focused with a commitment to delivering exceptional service.
4. Strong organizational and time management skills.
5. Ability to work independently and as part of a team.

1. Competitive salary and performance-based incentives.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional development and career advancement.
4. Supportive and collaborative work environment.

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.

Our client is a prestigious member of the FTSE 100, managing over 150 billion GBP in Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established international offices 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.

High Net Worth Client Financial Specialist

A senior financial advisor with expertise in wealth management is sought to provide personalized investment and financial planning solutions to affluent individuals and families.

About the Role:

The ideal candidate will possess a deep understanding of high net worth client needs and have a proven track record of delivering tailored financial strategies that align with their objectives. They will be responsible for developing and managing a portfolio of clients, providing comprehensive financial planning, and staying up-to-date with market trends and regulatory changes.

Key Responsibilities:

1. Client Portfolio Management: Develop and implement personalized financial plans that meet the unique needs of each client, taking into account their risk tolerance, investment goals, and overall financial situation.
2. Financial Planning: Conduct comprehensive financial analyses, including investment management, retirement planning, estate planning, and tax optimization, to ensure alignment with clients' financial objectives.
3. Market Research: Stay current with market trends, economic conditions, and regulatory changes to provide informed advice and recommendations to clients.
4. Communication: Effectively communicate complex financial information to clients, ensuring they are well-informed and confident in their financial decisions.

Requirements:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
• Minimum 5 years of experience in wealth management or a related financial advisory role.
• Proven track record of managing and growing a portfolio of high-net-worth clients.
• Strong knowledge of financial products, investment strategies, and market dynamics.
• Excellent communication, negotiation, and interpersonal skills.

Preferred Qualifications:

• Strategic thinking and analytical skills.
• High level of professionalism and ethical standards.
• Client-focused with a commitment to delivering exceptional service.

Direct message the job poster from IRCFS - International Recruiters - Connecting Financial Specialists Limited

Join a Leading Wealth Management Firm Expanding in the Middle East. Our client is a distinguished, well-established wealth management firm. As a globally recognised wealth management provider for the expatriate community, they maintain offices in the UK, Middle East and Asia. In response to evolving client needs and demographic shifts within the expatriate community, the firm is extending its presence in the Abu Dhabi and Dubai markets. They are seeking Junior Wealth Managers and Wealth Management Associates to serve primarily the large expatriate population in the region—and beyond. This is a unique opportunity for motivated professionals to elevate their careers and build lasting personal and business growth within one of the world's most dynamic economies. The firm's success is built on delivering personalized, face-to-face wealth management advice and fostering long-term, trusted relationships. Their distinctive Investment Management Approach further sets them apart in the industry.

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.

• 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

• 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

If you believe your skills align with this exciting opportunity, we invite you to apply and take the next step in your career journey.

We are seeking a seasoned wealth management professional to develop and implement tailored financial solutions for our clients.

• Create comprehensive wealth management offerings that align with risk parameters, ensuring client satisfaction and business growth.
• Lead efforts to achieve sales targets through effective strategies, strong leadership, and exceptional customer service.
• Maintain strict adherence to internal policies, regulatory requirements, and industry standards, guaranteeing successful audits and compliance.
• Develop and train the wealth management team on product knowledge, customer needs, and certification, promoting excellence and consistency.
• Foster strong relationships with internal and external stakeholders, managing key programs and initiatives to drive results.

The ideal candidate will possess:

• A postgraduate qualification, preferably in finance or a related field.
• In-depth knowledge of global financial markets, technical expertise in UAE markets, and understanding of regulatory requirements across various jurisdictions.
• Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
• Strong leadership skills, capable of training and coaching teams, ensuring governance and compliance, and effectively managing key stakeholders.

The role of a Wealth Management Growth Expert is to spearhead the expansion of wealth management services by cultivating and maintaining high-value relationships with clients. This position requires a deep understanding of market trends, competitor activities, and client needs.

• New Client Acquisition:
• IDentify potential clients through networking, referrals, social media, industry events, and proactive outreach.
• Develop and execute strategic plans to acquire new wealth management clients.
• Analyze client financial goals, risk tolerance, and investment preferences.
• Present and articulate wealth management solutions, including various investment products, financial planning, insurance products, and other wealth management services.
• Manage the end-to-end client acquisition process from initial contact to successful onboarding.
• Relationship Management & Growth:
• Build long-term relationships with clients through exceptional communication and support.
• Act as a trusted advisor, providing ongoing guidance to clients.
• Identify opportunities to deepen client relationships by offering additional products and services.
• Stay informed about clients' evolving financial situations and proactively recommend adjustments to their wealth management strategies.
• Market Analysis & Strategy:
• Conduct market research to identify emerging trends, competitor activities, and potential client segments.
• Contribute to the development and implementation of the bank's overall wealth management business development strategy.
• Provide feedback to the leadership team, relationship managers, and product development team on market needs and opportunities for new or enhanced offerings.
• Networking & Partnerships:
• Develop a strong network of professional contacts, including relationship managers, advisors, and potential referral sources within the bank.
• Represent the bank at industry events, seminars, and conferences to build brand awareness and generate leads.
• Explore and establish strategic partnerships to expand the bank's reach and client base.
• Business Development Reporting:
• Maintain accurate records of client interactions and sales/business development activities.
• Prepare regular reports on business development efforts, pipeline, and results.
• Adhere to all regulatory requirements and internal policies related to wealth management activities.
• Collaboration:
• Work closely with relationship managers, advisors, and internal stakeholders to deliver comprehensive wealth management solutions to clients.
• Participate in team meetings and contribute to a collaborative work environment.

Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Proven track record of success in business development and client acquisition within the wealth management or financial services industry.
• Good understanding of wealth management products and services, including investment strategies, financial planning principles, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and trust with high-net-worth individuals.
• Exceptional networking and relationship management abilities.
• Strong analytical and problem-solving skills.
• Self-motivated, results-oriented, and able to work independently.
• Knowledge of the local market and the UAE regulatory environment is highly desirable.
• Fluency in English is essential; knowledge of Arabic may be an advantage.

Benefits:

A competitive compensation package will be discussed with the shortlisted candidates.

The organization is a renowned wealth management firm with over 15 years of experience in Dubai, United Arab Emirates. They specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore investments, and mortgages.

Their team of consultants is highly experienced, having solid track records in their respective fields. They adhere to established structures, theories, and processes, staying updated on the latest industry developments and international best practices.

Their approach is traditionally conservative, maintaining a balance between opportunity and risk to enhance asset or investment performance. They partner with leading global financial institutions known for their expertise, market knowledge, and performance track records.

• Ethical and trustworthy individual
• Fully qualified IFA with an active, transferable client bank of over 5 million AUM
• Industry-qualified with aspirations to achieve at least level 4 within 12 months
• Excellent communication and organizational skills

• Work for a reputable brand
• Receive above-average commissions/fees due to a transparent fee structure
• Support up to PA level with a dedicated administrative team
• Individual and team training for development
• Long-term career stability with a buy-out agreement
• Access to an in-house Analyst for analysis and portfolio management
• A supportive team environment

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

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.