117 Wealth Management jobs in Dubai
Wealth Management Partner
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Job Description
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.
#J-18808-LjbffrHead - Wealth management
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The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.
- Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
- Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
- Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
- Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
- Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
- Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
- Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
- Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
- Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
- A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.
Head - Wealth management
Posted today
Job Viewed
Job Description
The client is a prominent financial institution with a strong international presence, including extensive operations in the UAE. They offer a comprehensive range of banking services, including a dedicated Wealth Management division focused on providing tailored financial solutions to their clientele.
- Develop and Implement Wealth Management Proposition: Create and execute the entire wealth management offering for the UAE market, ensuring alignment with target segments and risk parameters.
- Drive Sales and Service Excellence: Lead efforts to achieve business targets through effective sales strategies, a strong sales force system, and maintaining high standards of customer service.
- Ensure Governance, Compliance, and Regulatory Adherence: Oversee strict adherence to internal policies, successful audits, and all regulatory requirements set by UAE authorities.
- Lead Training and Coaching Initiatives: Continuously train and develop the wealth management team and branch staff, focusing on product knowledge, customer needs, and certification.
- Manage Key Stakeholders and Programs: Foster strong relationships with internal and external stakeholders, and manage the end-to-end life-cycle of the wealth management program, ensuring timely execution of deliverable.
- Possesses over 10-15 years of extensive experience in wealth management, coupled with a postgraduate qualification (preferred).
- Demonstrates in-depth understanding of the global financial industry and technical expertise in UAE markets .
- Highly knowledgeable about regulatory requirements across various jurisdictions pertaining to wealth management.
- Proven ability to develop and execute strategic wealth management propositions that drive market share and profitability.
- A strong leader capable of training and coaching teams , ensuring governance and compliance , and managing key stakeholders effectively.
Wealth Management Partner
Posted today
Job Viewed
Job Description
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.
#J-18808-LjbffrWealth Management Professional
Posted today
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Job Description
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.
Key Responsibilities- Develop and manage a portfolio of high-net-worth clients, offering personalized financial strategies and investment advice.
- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications preferred).
- Minimum of 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.
- Ability to build and maintain long-term client relationships based on trust and integrity.
- Proficiency in financial planning software and tools.
- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
- Strategic thinking and analytical skills.
- High level of professionalism and ethical standards.
- Client-focused with a commitment to delivering exceptional service.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.
- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- 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.
Specialist - Retail Wealth Management
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Overview
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.
The ideal candidate should have the following experience
- 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
- 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.
- 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.
#J-18808-LjbffrWealth Management Professionals Wanted
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Job Description:
The Team Manager and Vice President in Wealth Management is a crucial leadership role that oversees the direction, coaching, and development of a team of Relationship Managers, Business Development Managers, and other members to achieve sales targets, manage relationships with high-net-worth clients, and ensure regulatory compliance.
This position requires a comprehensive understanding of banking wealth investment products, insurance solutions, and excellent leadership, communication, and client-centric skills to foster a high-performing sales culture.
Key Responsibilities:
- Lead, motivate, and coach a team of Relationship Managers, Senior RMs, Business Development Managers, Financial Analysts, and other members to achieve individual and team sales targets for wealth investment products, insurance products, and other wealth management solutions;
- Conduct regular performance reviews, one-on-one coaching sessions, and provide constructive feedback to enhance team members' skills and performance;
- Identify training needs and facilitate professional development opportunities, such as product knowledge, sales techniques, and customer management experience;
- Foster a positive, collaborative, and results-driven sales culture within the team;
- Monitor team activities, sales pipelines, and key performance indicators (KPIs) to ensure target achievement and identify areas for improvement;
- Participate in the recruitment, selection, and onboarding of new team members.
Business Development and Sales:
- Drive the implementation of wealth management sales strategies and initiatives to grow assets under management, revenue, and client base;
- Develop and supervise the execution of individual sales plans of Business Development Managers, Relationship Managers, and Senior Relationship Managers aligned with overall wealth management objectives;
- Support the wealth management team members in client acquisition, deepening, and enhancing existing relationships and identifying cross-selling opportunities across the bank's product suite;
- May directly manage a certain portfolio of key HNW clients and assist team members with complex client cases;
- Analyze market trends, competitor activities, and client feedback to refine business development approaches and product offerings.
Client Service and Financial Planning Oversight:
- Ensure that the team provides best-fitting wealth management investment solutions tailored to clients' financial goals and risk tolerance;
- Oversee the quality of client interactions, ensuring a high standard of client service and satisfaction;
- Act as an escalation point for complex client inquiries, complaints, or sensitive issues, working towards effective resolution.
Risk Management and Compliance:
- Ensure strict adherence to all internal policies, procedures, and external regulatory requirements governing wealth management activities, such as SCA regulations, UAE Central Bank regulations, policies, and guidelines, AML, KYC, consumer protection laws in the UAE;
- Monitor team sales practices to ensure ethical conduct, suitability of advice, and proper disclosure to clients;
- Conduct regular reviews of client files, investment proposals, and transactions to ensure accuracy, completeness, and compliance;
- Stay updated on regulatory changes and communicate their implications to the team;
- Identify and mitigate operational and reputational risks associated with wealth management activities operations.
Collaboration and Stakeholder Management:
- Collaborate effectively with product development teams, operations, compliance, and other relevant departments to deliver seamless client solutions;
- Provide market intelligence and client feedback to product development teams and involved senior management;
- Represent the wealth management team in cross-functional meetings and initiatives.
Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field;
- Master's degree, MBA, and relevant professional certifications, such as CFA, CFP, CISI, are highly preferred;
- In-depth knowledge of DIFC policies and guidelines, such as DFSA, is highly preferred for a position based in DIFC.
Experience:
- Minimum of 8 years of experience in wealth management, financial advisory, financial asset management, or a related sales business development team management role within the financial services industry;
- Proven track record of success in leading and managing a team of financial professionals, minimum of 3 years in a leadership role;
- Demonstrated ability to achieve and exceed sales targets for wealth investment and insurance products;
- Strong understanding of diverse wealth management products and services, including but not limited to mutual funds, bonds, equities, structured products, FX instruments, and insurance solutions.
Skills:
- Exceptional Leadership Coaching Skills Ability to inspire, develop, and drive a sales team to achieve ambitious business development, customer retention, and product-related targets;
- Strong Sales Negotiation Acumen Proven ability to drive sales performance and close complex deals;
- Excellent Communication Interpersonal Skills Superior verbal, written, and presentation skills with the ability to build rapport with clients and team members;
- Client-Centric Approach A deep understanding of client needs and a commitment to providing comprehensive and suitable financial advice and solutions;
- Regulatory Compliance Knowledge Thorough understanding of financial regulations and compliance requirements in the UAE;
- Analytical Problem-Solving Skills Ability to interpret financial data, identify trends, and develop effective solutions;
- Technological Proficiency Familiarity with CRM systems, financial planning software, and investment platforms;
- Results-Oriented Resilient Driven to achieve targets and able to perform under pressure.
A very competitive remuneration package shall be discussed with the shortlisted candidates.
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Solutions Architect, Wealth Management
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Our client, an international wealth management company, with offices in Europe and Middle East are seeking an experienced Solutions Architect or Chief Technology Officer to join its team in Dubai.
RequirementsThe successful applicant must have proven experience of having developed sophisticated IT platforms particularly related to public equities listed on the US and / or UK Stock Exchanges.
ConditionsThis senior level role requires the successful applicant to have excellent English written and spoken and ideally be working full time in our clients office, although the opportunity to work hybrid is being offered along with an excellent remuneration package and working conditions. Our client preference would be to find a suitable applicant in the Middle East region, however they will consider suitable applicants looking to relocate to Dubai, as a relocate allowance will be offered.
How to applyIf you have the necessary experience please email your current CV to for further information.
AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at
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Wealth Management Compliance Officer
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Job Description
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.
#J-18808-LjbffrWealth Management Compliance Officer
Posted today
Job Viewed
Job Description
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.
- Conduct trading and suitability reviews.
- Develop and implement compliance-related policies and procedures.
- Review and sign off on marketing materials prepared for distribution to clients and prospects.
- Manage compliance-led projects and represent 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 relevant financial services experience. Private wealth management/retail client experience preferred.
- Good knowledge of the MENA regulatory environment and local rules.
- Knowledge of other international regulatory regimes is an advantage.
- Experience in trade surveillance or equivalent monitoring activities.
- Good interpersonal, written, and oral communication skills.
- Strong analytical and problem-solving skills with sound and balanced judgment.
- Attention to detail.
- Ability to handle multiple tasks and work under pressure.
- Team player.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and communities grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices worldwide. We are committed to fostering diversity and inclusion, providing opportunities for professional and personal growth through training, development, networks, benefits, wellness, and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
We're committed to providing reasonable accommodations for candidates with disabilities or special needs during our recruitment process.
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