338 Wealth Manager jobs in the United Arab Emirates

Company Description

Seguro, based in Dubai, is a premier financial advisory company backed by over 100 years of cumulative expertise. As a leading Non-Banking Financial Company in the UAE, Seguro offers a wide range of global financial solutions with tailor-made services for high-net-worth individuals. Committed to ethical and transparent operations, Seguro adheres to internationally recognized best practices. The company's vision is to expand globally, catering to truly global citizens by transcending boundaries.

Role Description

This is a full-time on-site role for a Senior Wealth Manager located in Dubai, United Arab Emirates. The Senior Wealth Manager will be responsible for conducting comprehensive financial planning, managing investment portfolios, advising clients on insurance options, and developing customized financial plans. The role includes researching market trends, providing expert financial advice, and maintaining strong client relationships.

Qualifications

• Financial Planning skills
• Investment Management and Investments knowledge
• Finance and Insurance expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and within a team
• Experience in managing high-net-worth individuals' portfolios is a plus
• Bachelor's degree in Finance, Economics, Business, or related field

Company Description

Investo Investment LLC, one of Dubai's leading investment companies, is committed to molding future investors and contributing to the city's thriving economy. Derived from Crescent International Group's esteemed investment and property development expertise, Investo offers diverse investment schemes to ensure sustainable portfolios and long-term value creation for stakeholders. Our portfolio includes various local and international assets and ventures, such as commercial real estate, commodities, delivery vans, and trading. With a commitment to customer-centricity, ethical practices, and sustainability, our expert financial advisors provide comprehensive research and precise investment procedures.

Role Description

This full-time, on-site role, based in Dubai, United Arab Emirates, is for a Wealth Manager / Investment Advisor. The selected candidate will manage client investment portfolios, provide financial planning services, research and analyze market trends, develop investment strategies, ensure clients are well-informed about their financial options, and make recommendations on investments, insurance, and other financial instruments to meet their goals.

Responsibilities

We are seeking an experienced and driven
Wealth Manager
to join our
Sales Department
. The ideal candidate will be responsible for identifying investment opportunities, building client relationships, and driving revenue growth through strategic sales initiatives.

• Identify and acquire new clients by promoting investment products and services.
• Manage and grow a portfolio of high-net-worth and institutional clients.
• Analyze client needs and recommend appropriate investment strategies.
• Collaborate with internal teams (research, product, operations) to deliver seamless service.
• Conduct regular client meetings to review portfolio performance and make necessary adjustments.
• Stay up to date on market trends, regulatory changes, and financial products.
• Meet and exceed sales targets and KPIs set by the department.

Qualifications :

• Bachelor's degree in Finance, Business, Economics, or related field (MBA or CFA is a plus).
• Proven experience (5+ years) in investment sales, asset management, or financial advisory.
• Strong understanding of financial markets, investment products, and risk assessment.
• Excellent interpersonal and communication skills.
• Goal-oriented with a proven track record of meeting sales targets.
• Licensed or certified as required by local financial regulatory authorities.

Job Title:
Wealth Manager

Location:
Dubai, United Arab Emirates

Experience Level:
3-4 Years (Open to Senior profiles as well with experience of 4 years & above)

Mandatory Requirement:
Candidates Applying for this role are required to have an active clientele.

Job Overview:

We are seeking a motivated and experienced Financial Advisor with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Financial Advisor will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.

Key Responsibilities:

Client Relationship Management:

• Establish and maintain long-term relationships with clients by providing personalized financial advice.
• Conduct in-depth assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance.

Financial Planning and Strategy:

• Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
• Regularly review and update financial plans to reflect changes in the client's life or market conditions.

Investment and Product Knowledge:

• Educate clients on a range of financial products that we provide.
• Recommend appropriate investment products based on clients' goals.

Client Acquisition and Business Development:

• Actively prospect for new clients through networking, referrals, and personal outreach.
• Maintain and grow a client base by providing excellent service and developing trust-based relationships.
• Continuously seek opportunities to cross-sell additional financial products and services.

Regulatory Compliance and Risk Management:

• Ensure all advice and product recommendations comply with industry regulations and company policies.
• Keep up to date with changes in financial laws and regulations to maintain compliance.
• Maintain accurate client records, including financial plans, recommendations, and ongoing communication.

Qualifications and Skills:

• Bachelor's degree in Finance, Business, or a related field.
• 3-4 years of experience
  as a Financial Advisor or in financial planning, investment advisory, or wealth management.
• Professional certifications such as
  Certified Financial Planner (CFP)
  ,
  Chartered Financial Analyst (CFA)
  ,
  Chartered Financial Consultant (ChFC)
  are preferred.
• Strong knowledge of financial products & investment strategies.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
• Proven ability to develop and implement personalized financial plans.

As a senior professional, you will work closely with clients to develop long-term strategies that meet their financial goals. This role requires excellent communication skills and the ability to build strong relationships with clients.

• You will be responsible for identifying potential clients and establishing contact with them.
• You will need to demonstrate an in-depth understanding of your clients' businesses and sources of wealth generation.
• You will anticipate events in your clients' lives and businesses that have significant financial implications.
• You will serve as a trusted advisor to your clients, providing strategic advice on financial matters.
• You will build relationships with client families across generations to establish long-term connections.
• You will manage client expectations regarding what can and cannot be executed on their behalf.
• You will maintain a full understanding of your clients' goals and risk tolerance to ensure that financial strategies are appropriate.
• You will uncover needs that are not articulated or clearly expressed by your clients.
• You will bring together product experts to develop long-term solutions to strengthen relationships with the firm.
• You will help clients achieve broad financial/investment goals related to the creation and management of wealth.
• You will develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
• You will set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
• You will plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• You will establish a referral network and gain introductions to potential clients which generate new sales.
• You will close deals, making concessions that are appropriate and in line with the fundamental interests of the firm.
• You will help team members acquire the experience necessary to establish credibility with clients and intermediaries.
• You will demonstrate a strong commitment to team success and place team goals above personal achievement.
• You will encourage team members to work together to deepen client relationships and exceed sales goals.
• You will align complementary experiences and skill sets of team members to maximize client effectiveness.
• You will build relationships/partner with support groups in the firm to maintain control, find solutions, and resolve issues.
• You will follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
• You will ensure compliance with regulatory requirements and minimize any potential liability for the firm.
• You will ensure strong controls and effective operational and administrative services.
• You will partner with colleagues across the firm to leverage capabilities and share expertise.
• You will ensure clients are presented with seamless execution of internal processes and firm services.
• You will prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
• You will understand and communicate the risk involved with various investment strategies.
• You will establish credibility and trust with all firm colleagues, maintaining the highest standards of personal and professional integrity.
• You will flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
• You will understand the broad array of products and services under the firm's umbrella.
• You will apply an in-depth level of knowledge in key investment and financing products.
• You will develop expertise to identify business opportunities and address the unique needs of specific client segments.
• You will appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the firm, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

• You will have 15+ years of experience.
• You will have extensive and proven experience in Private Banking having covered the UHNW market/extensive experience in working with and/or leading client teams and transactions/demonstrated track record in relationship selling.

• You will have a Bachelor's/University degree, Master's degree preferred.

Bayut & dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we are committed to delivering the best online search experience.

As part of Dubizzle Group, we are alongside some of the strongest classified brands in the market. With a collective strength of 5 brands, we have more than 123 million monthly users that trust in our dedication to providing them with the best platform for their needs.

We are looking for a Wealth Manager who will be responsible for generating revenue from investors from their base country through sales of Real Estate in KSA. The position holder will generate HNWI and institutional leads of the clients seeking investment in the KSA real estate market, helping them grow their wealth internationally. The incumbent will attend / conduct roadshows, conferences, investment events, and expos to present the real estate assets that are available for purchase. The holder of the position will advise investors about immigration and visa-related processes for seamless transactions.

• In coordination with marketing, generating leads of HNWI in the country where they are based. Following the standard lead management process, qualifying, maturing, and then closing these deals for the investors, willing to buy real estate assets on the KSA market.
• Seek key partnerships with the investment institutions, banks, agencies, and other lead sources to get a steady stream of potential buyers.
• Consistently look for events in their base countries where investors come to seek investment opportunities. In coordination with the Headquarters in KSA, conduct roadshows, PR events, investment forums, and conferences.
• Become an advisor for an end-to-end real estate investment for the clients in the base country. Managing a seamless experience of investing in KSA, as well as consulting for the exit strategy if needed by the client.
• Being the resident representative of Bayut, the incumbent will be responsible for working on special projects assigned by the line. These projects may include, but are not limited to, areas regarding commercial, regulatory, and financial.

• Bachelor's degree in business administration, marketing, communications, or a relevant field
• 5-10 years of sales or partnership management
• Proven Commercial sales executive experience, meeting or exceeding targets.
• Proven Track Record of working with High Net Worth Clients
• In-depth knowledge of commercial avenues
• A deep understanding of the market services / products and real estate sales
• Ability to analyse data to find trends and problems
• Outstanding communication and interpersonal skills
• Analytical mind with excellent data collection and analysis skills
• Excellent organisational and time management skills
• Adaptability with high level of integrity
• Ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers

• A fast paced, high performing team.
• Competitive base salary plus commission, offering top performers the ability to significantly increase their income
• Rewards & Recognitions
• Learning & Development

Bayut & dubizzle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#KSABayut

As a leading organization in their sector with offices in the UK and across the globe, our Client have 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 be working alongside the Director of the European business. Working in a face-to-face capacity with European-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.

• Advise face-to-face with European-wide clients on medium to long-term financial objectives.
• Provide areas of advice including Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

• A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
• Transferable AUM and Active Client Base
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
• At least 1 year experience as a Financial Planner.
• Self-Employed with a competitive bonus scheme
• Flexible working hours and the option to work from home/ remotely
• Full support of an in-house paraplanner
• In-house marketing team to support any campaigns you wish to run
• In depth training in Repatriation and clients returning with offshore solutions

• Strong regulatory background in multiple jurisdictions
• Global Presence
• Full training and support including funding of external CII, CISI and LIBF qualifications
• Industry leading investment proposition
• Support with lead generation via business development, research, and marketing teams
• Full paraplanning and admin support
• Flexible working and infrastructure.
• Self-employed and employed adviser options available

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offer 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.

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

Bayut & dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we are committed to delivering the best online search experience.

As part of Dubizzle Group, we are alongside some of the strongest classified brands in the market. With a collective strength of 5 brands, we have more than 123 million monthly users that trust in our dedication to providing them with the best platform for their needs.

We are looking for a Wealth Manager who will be responsible for generating revenue from investors from their base country through sales of Real Estate in KSA. The position holder will generate HNWI and institutional leads of the clients seeking investment in the KSA real estate market, helping them grow their wealth internationally. The incumbent will attend / conduct roadshows, conferences, investment events, and expos to present the real estate assets that are available for purchase. The holder of the position will advise investors about immigration and visa-related processes for seamless transactions.

• In coordination with marketing, generating leads of HNWI in the country where they are based. Following the standard lead management process, qualifying, maturing, and then closing these deals for the investors, willing to buy real estate assets on the KSA market.
• Seek key partnerships with the investment institutions, banks, agencies, and other lead sources to get a steady stream of potential buyers.
• Consistently look for events in their base countries where investors come to seek investment opportunities. In coordination with the Headquarters in KSA, conduct roadshows, PR events, investment forums, and conferences.
• Become an advisor for an end-to-end real estate investment for the clients in the base country. Managing a seamless experience of investing in KSA, as well as consulting for the exit strategy if needed by the client.
• Being the resident representative of Bayut, the incumbent will be responsible for working on special projects assigned by the line. These projects may include, but are not limited to, areas regarding commercial, regulatory, and financial.

• Bachelor's degree in business administration, marketing, communications, or a relevant field
• 5-10 years of sales or partnership management
• Proven Commercial sales executive experience, meeting or exceeding targets.
• Proven Track Record of working with High Net Worth Clients
• In-depth knowledge of commercial avenues
• A deep understanding of the market services / products and real estate sales
• Ability to analyse data to find trends and problems
• Outstanding communication and interpersonal skills
• Analytical mind with excellent data collection and analysis skills
• Excellent organisational and time management skills
• Adaptability with high level of integrity
• Ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers

• A fast paced, high performing team.
• Competitive base salary plus commission, offering top performers the ability to significantly increase their income
• Rewards & Recognitions
• Learning & Development

Bayut & dubizzle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#KSABayut

Bayut & dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we are committed to delivering the best online search experience.

As part of Dubizzle Group, we are alongside some of the strongest classified brands in the market. With a collective strength of 5 brands, we have more than 123 million monthly users that trust in our dedication to providing them with the best platform for their needs.

We are looking for a Wealth Manager who will be responsible for generating revenue from investors from their base country through sales of Real Estate in KSA. The position holder will generate HNWI and institutional leads of the clients seeking investment in the KSA real estate market, helping them grow their wealth internationally. The incumbent will attend/conduct roadshows, conferences, investment events, and expos to present the real estate assets that are available for purchase. The holder of the position will advise investors about immigration and visa-related processes for seamless transactions.

In this role you will:

• In coordination with marketing, generating leads of HNWI in the country where they are based. Following the standard lead management process, qualifying, maturing, and then closing these deals for the investors, willing to buy real estate assets on the KSA market.
• Seek key partnerships with the investment institutions, banks, agencies, and other lead sources to get a steady stream of potential buyers.
• Consistently look for events in their base countries where investors come to seek investment opportunities. In coordination with the Headquarters in KSA, conduct roadshows, PR events, investment forums, and conferences.
• Become an advisor for an end-to-end real estate investment for the clients in the base country. Managing a seamless experience of investing in KSA, as well as consulting for the exit strategy if needed by the client.
• Being the resident representative of Bayut, the incumbent will be responsible for working on special projects assigned by the line. These projects may include, but are not limited to, areas regarding commercial, regulatory, and financial.
• Bachelor's degree in business administration, marketing, communications, or a relevant field
• 5-10 years of sales or partnership management
• Proven Commercial sales executive experience, meeting or exceeding targets.
• Proven Track Record of working with High Net Worth Clients
• In-depth knowledge of commercial avenues
• A deep understanding of the market services/products and real estate sales
• Ability to analyse data to find trends and problems
• Outstanding communication and interpersonal skills
• Analytical mind with excellent data collection and analysis skills
• Excellent organisational and time management skills
• Adaptability with high level of integrity
• Ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
• A fast paced, high performing team.
• Competitive base salary plus commission, offering top performers the ability to significantly increase their income
• Rewards & Recognitions
• Learning & Development
  

Bayut & dubizzle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#KSABayut


#J-18808-Ljbffr

Bayut & dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we are committed to delivering the best online search experience.

As part of Dubizzle Group, we are alongside some of the strongest classified brands in the market. With a collective strength of 5 brands, we have more than 123 million monthly users that trust in our dedication to providing them with the best platform for their needs.

We are looking for a Wealth Manager who will be responsible for generating revenue from investors from their base country through sales of Real Estate in KSA. The position holder will generate HNWI and institutional leads of the clients seeking investment in the KSA real estate market, helping them grow their wealth internationally. The incumbent will attend/conduct roadshows, conferences, investment events, and expos to present the real estate assets that are available for purchase. The holder of the position will advise investors about immigration and visa-related processes for seamless transactions.

In this role you will:

• In coordination with marketing, generating leads of HNWI in the country where they are based. Following the standard lead management process, qualifying, maturing, and then closing these deals for the investors, willing to buy real estate assets on the KSA market.
• Seek key partnerships with the investment institutions, banks, agencies, and other lead sources to get a steady stream of potential buyers.
• Consistently look for events in their base countries where investors come to seek investment opportunities. In coordination with the Headquarters in KSA, conduct roadshows, PR events, investment forums, and conferences.
• Become an advisor for an end-to-end real estate investment for the clients in the base country. Managing a seamless experience of investing in KSA, as well as consulting for the exit strategy if needed by the client.
• Being the resident representative of Bayut, the incumbent will be responsible for working on special projects assigned by the line. These projects may include, but are not limited to, areas regarding commercial, regulatory, and financial.

• Bachelor's degree in business administration, marketing, communications, or a relevant field
• 5-10 years of sales or partnership management
• Proven Commercial sales executive experience, meeting or exceeding targets.
• Proven Track Record of working with High Net Worth Clients
• In-depth knowledge of commercial avenues
• A deep understanding of the market services/products and real estate sales
• Ability to analyse data to find trends and problems
• Outstanding communication and interpersonal skills
• Analytical mind with excellent data collection and analysis skills
• Excellent organisational and time management skills
• Adaptability with high level of integrity
• Ability to listen to and speak with clients, sales members, and other managers is essential for effective real estate sales managers
• A fast paced, high performing team.
• Competitive base salary plus commission, offering top performers the ability to significantly increase their income
• Rewards & Recognitions
• Learning & Development

• Bayut & dubizzle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#KSABayut