107 Wealth Manager jobs in Dubai

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.

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

Location: Dubai

Education: Master's Degree

• Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the client's 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.

• 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.
• The ideal candidate will already possess a Level 4 UK financial planning qualification or be supported to achieve it; preference is given to those who have Level 4 before joining.
• Education: Master's Degree.
• Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

• Exceptional communication skills and professionalism.
• Driven by success and targets.
• Highly motivated with a positive outlook.
• Desire to contribute to a firm renowned for its strong reputation and expanding global presence.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

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.

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.

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

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

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.

• Associate

• Full-time

• Finance and Sales

Dubai, United Arab Emirates

Position: Wealth Manager

Location: Dubai, UAE

Employment Type: Full-Time

About the Role:

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities:

1. Develop and manage a portfolio of high-net-worth clients, providing 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.

Qualifications:

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.

Skills and Competencies:

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.

Benefits:

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.

Application Process:

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.

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.

• 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.

• 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.

• 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.

• Opportunity to earn further chartered qualifications relevant to the industry.
• Diverse career opportunities and progression.
• Potential for transfers to different locations.
• 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.

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:

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

Qualifications:

1. 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.
2. 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.
3. Skills:
1. Strong analytical and quantitative skills.
2. Excellent communication and interpersonal skills.
3. Proven ability to build and maintain relationships with high-net-worth clients.
4. Proficiency in using financial planning and portfolio management tools.
5. Ability to work independently and as part of a team.
4. Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
5. Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

1. Competitive package with attractive commission package.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional growth and development.
4. A collaborative and innovative work environment.
5. 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.

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

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