303 Wealth Manager jobs in the United Arab Emirates

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in the Middle East.

As a Financial Planner in the Middle East, you will be working alongside the Director of the UAE business. Working in a face-to-face capacity with GCC-wide clients, you will be advising clients on medium to longer term financial objectives.

You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

1. A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage or IFA.
2. Transferable AUM and Active Client Base
3. Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
4. A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
5. At least 1 year experience as a Financial Planner.

1. Self-Employed with a competitive bonus scheme
2. UAE Benefits
3. Flexible working hours and the option to work from home/ remotely
4. Full support of an in-house paraplanner
5. In-house marketing team to support any campaigns you wish to run
6. In depth training in Repatriation and clients returning with offshore solutions

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.

With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

The most important USP for our client is their strong regulatory background, that has been with us since inception. They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

They have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long term growth, quality investments and diversification.

Their advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.

Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.

Often overlooked, they have a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.

As a leading organization in their sector with offices in the UK and across the globe, our Client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will work alongside the Director of the European business. You will meet face-to-face with European-wide clients, advising them on medium to long-term financial objectives.

You will be responsible for providing advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.

Desired Skills & Experience

• Proven success in an Advisory / Relationship Management role within a financial services organization such as a bank, brokerage, or IFA.
• Transferable AUM and active client base.
• Minimum Level 4 RDR UK Diploma (or equivalent if not UK-based); Chartered status is preferred.
• A proactive, entrepreneurial attitude that has generated new business while maintaining client relationships effectively and holistically.
• At least 1 year of experience as a Financial Planner.
• Flexible working hours with options for remote work.
• Support from an in-house paraplanner.
• In-house marketing team to assist with campaigns.
• Training in Repatriation and offshore client solutions.

Why Join Us?

• Strong regulatory background across multiple jurisdictions.
• Global presence.
• Full training and support, including funding for external qualifications (CII, CISI, LIBF).
• Industry-leading investment propositions.
• Lead generation support from business development, research, and marketing teams.
• Comprehensive paraplanning and administrative support.
• Flexible working arrangements and infrastructure.
• Options for self-employed or employed adviser roles.

Whether you're an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management.

Join a support network of compliance, training, back office, recruitment, tech, and marketing professionals to build a rewarding future while living in some of the world's most amazing places.

Regulation

Our client's USP is their strong regulatory background, maintained since inception. They hold the necessary licenses to operate in all jurisdictions where they have a physical presence.

Compliance

Their dedicated internal compliance team ensures ongoing due diligence, developing new terms of business with investment and insurance providers, and staying ahead of regulatory changes.

Their investment proposition is industry-leading and regularly reviewed by their investment committee, based on principles of consistency, long-term growth, quality investments, and diversification.

Operational Support

Advisers are supported by a large operations team handling queries from providers, trustees, and clients to ensure smooth advice issuance.

Business Development

Business Development Managers introduce their unique proposition before initial meetings. They are supported by a dedicated UK-based marketing team creating brochures, sales aids, campaigns, and more.

Our team ethos emphasizes camaraderie among advisers, BDMs, and administrative staff, which is a key attraction of the role.

• Ability to manage & improve relationship value of existing customers.
• Ability to build and maintain long term relationships, deepening relationship and growing revenues.
• Ability to provide seamless and superior service delivery.
• Ability to ensure compliance with key regulatory level requirements.
• A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market.
• Excellent oral and written communication skills with clarity of thought, speech and expression.
• Excellent interpersonal skills.
• Good Analytical Skills.

Role and Responsibilities

• Responsible for acquiring preferred clients (HNI / Ultra HNI).
• Maintaining client relationships and generate AUM from preferred clients.
• Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the HNI / Ultra HNI segment in the market for new client acquisition.
• To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
• Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
• Achievement of product-wise targets.
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.
• Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified.
• Ensuring need based product approach towards clients and regular reporting of product penetration.

Minimum Eligibility :

Should have portfolio of minimum 5 million USD and above. Someone with individual portfolio would be considered. If some one has worked with brokerage companies that will be additional advantage.

Should have strong wealth background and experience.

Manager Manager • Dubai, United Arab Emirates

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking a Wealth Manager to join their dynamic team. The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies. This role requires excellent relationship management skills, a deep understanding of financial markets, and a commitment to delivering exceptional client service.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
• Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.
• Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.
• Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
• Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
• Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
• Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

• Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
• Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM is required.
• Skills:
• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain relationships with high-net-worth clients.
• Proficiency in using financial planning and portfolio management tools.
• Ability to work independently and as part of a team.
• Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
• Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

• Competitive package with attractive commission package.
• Comprehensive health and wellness benefits.
• Opportunities for professional growth and development.
• A collaborative and innovative work environment.
• Access to cutting-edge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

Experienced Wealth Manager Dubai

An opportunity is available for a talented Experienced Wealth Manager to join a top company in the industry in Dubai. This is an ideal chance for individuals passionate about career growth and open to relocating to a vibrant city.

The firm prides itself on being sustainable, rewarding, and award-winning, with a strong dedication to enhancing clients' financial wellbeing. They are on a mission of continued growth and seek Experienced Wealth Managers eager to contribute to this journey.

Why Join?

- Career Growth: Manage a diverse and extensive portfolio while benefiting from extensive training and career advancement opportunities.

- Supportive Culture: Leadership champions ongoing career support, fostering a culture that prioritizes professional development.

- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of clients.

Key Responsibilities:

- Build and nurture a client base of high-net-worth individuals (B2C).

- Manage and support client portfolios, focusing on developing strong, trusting relationships through personalized advisory services.

- Identify and address personal and financial needs, delivering tailored wealth management solutions.

- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, international tax planning, and fintech solutions.

- Stay updated with legislative, financial, and procedural requirements, ensuring compliance.

- Perform general administrative duties as required.

Skills and Experience:

- Degree or equivalent experience in business, finance, economics, or management.

- Proven sales acumen with experience in face-to-face client interactions.

- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.

- Experience managing high-net-worth clients with an understanding of investments, offshore solutions, and pension plans.

- Reliable, professional, and a team player with a track record of delivering top-quality service.

- Proven financial sales success with a drive for targets and ambition.

- UK qualifications preferred.

Company Benefits:

- Opportunity to earn further chartered qualifications relevant to the industry.

- Diverse career opportunities and progression.

- Potential for transfers to different locations.

- Salary + Competitive commission bonuses with a transparent structure.

- Comprehensive individual and team training to support development.

- Leading industry administration and compliance structures.

- Advanced IT & CRM systems and top-notch technical support.

- Full product training.

For those excited by the prospect of a challenging and rewarding role, ready for a new adventure in Dubai, this position is a fantastic opportunity to join an esteemed team.

This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace.

The firm's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Support is provided for team members to achieve all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.

Wealth Manager

Dubai

Master's Degree

This opportunity targets advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.

Wealth Managers will also gain access to a bespoke CRM system developed in-house by former Wealth Managers.

1. A strong interest in pursuing or advancing a career in Financial Services.
2. A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification.
3. Exceptional communication skills and professionalism.
4. Driven by success and targets.
5. Highly motivated with a positive outlook.
6. Desire to contribute to a firm renowned for its strong reputation and expanding global presence.
7. Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.

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

- 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.

Our client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.

As a Private Wealth Manager with the client, the individual will play a pivotal role in delivering sophisticated financial solutions to esteemed clients. They will be responsible for providing expert guidance and personalized advice to high-net-worth individuals, families, and institutions, ensuring their financial objectives are met with precision and efficiency.

Key Responsibilities:

1. Client Relationship Management: Cultivate and maintain strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels. Serve as their trusted advisor, offering comprehensive wealth management solutions tailored to their specific needs.
2. Financial Planning and Advisory: Conduct in-depth financial analysis and develop customized wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management. Continuously monitor and adjust strategies to align with evolving client goals and market dynamics.
3. Portfolio Management: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies. Implement disciplined investment strategies aimed at achieving optimal risk-adjusted returns while preserving capital.
4. New Business Development: Proactively identify and pursue opportunities to expand the firm's client base and assets under management (AUM). Collaborate with internal stakeholders to develop marketing initiatives and participate in networking events to attract prospective clients and deepen existing relationships.
5. Compliance and Regulatory Adherence: Ensure strict adherence to industry regulations, compliance standards, and internal policies governing wealth management activities. Uphold the highest ethical standards and act in the best interests of clients at all times.

Qualifications and Experience:

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees (e.g., MBA, CFA, CFP) required.
2. Relevant industry certifications/licenses (e.g., Series 7, Series 66, CFP) preferred.
3. Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.
4. Transferable Client Base and Assets Under Management (AUM) in the UAE.
5. Proven track record of successfully managing client relationships and delivering comprehensive wealth management solutions.
6. Strong understanding of financial markets, investment products, and wealth management principles.
7. Excellent interpersonal skills, with the ability to communicate complex financial concepts effectively and build rapport with clients and colleagues.
8. Sound judgment, analytical prowess, and attention to detail.

Remuneration:

1. Competitive salary commensurate with experience and qualifications.
2. Performance-based incentives and bonuses tied to individual and firm-wide goals.
3. Comprehensive benefits package, including health insurance and professional development opportunities.

Join the Team:

Embark on a rewarding career journey with the client and make a meaningful impact in the lives of clients. Join a dynamic team of wealth management professionals dedicated to delivering excellence in financial services. Apply today to become a Wealth Management Specialist and be part of the commitment to financial prosperity and success.

We are seeking an experienced and qualified wealth manager to provide expert financial advice to clients, helping them achieve their long-term goals and secure their financial futures.

• Develop and maintain strong relationships with clients, delivering tailored investment strategies and guidance to meet their evolving needs.
• Conduct thorough financial assessments of clients' current situations and future aspirations, identifying opportunities for growth and stability.
• Create and implement comprehensive wealth plans for clients, encompassing portfolio management, tax optimization, and retirement planning.
• Closely monitor clients' financial progress, adjusting plans as necessary to ensure alignment with their objectives.
• Stay up-to-date with industry trends and regulations, providing informed guidance to clients and ensuring compliance with all relevant requirements.

Requirements include a minimum of 5 years of experience in the wealth management industry, holding industry-leading qualifications, and possessing a transferable client base with assets under management exceeding $5 million.

This role offers a unique opportunity for professional growth and development, along with a competitive compensation package that reflects your expertise and experience.

You will have the chance to work with a diverse range of clients, each with their own distinct financial objectives and challenges. Our team is dedicated to delivering exceptional service and support, ensuring that every client receives personalized attention and tailored solutions.