28 Wealth Manager jobs in Dubai

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.

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: Our client is a leading global financial advisory firm, renowned for providing market-leading, cross-border financial advisory services. They are committed to transparency, integrity, and development, ensuring that clients receive the best possible advice from confident, well-rounded professionals.

Position Overview:

The NRI Private Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients. This role involves providing bespoke financial advice, investment management, and wealth planning services tailored to the unique needs of NRI clients.

Key Responsibilities:

Client Relationship Management:

- Build and maintain long-term relationships with high-net-worth NRI clients.

- Understand clients' financial goals, risk tolerance, and investment preferences.

- Conduct regular reviews and updates with clients to ensure their financial plans remain aligned with their objectives.

Financial Advisory:

- Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning.

- Develop and implement tailored investment strategies that meet clients' financial goals.

Investment Management:

- Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance.

- Monitor and review investment performance, making adjustments as necessary to optimize returns.

Business Development:

- Identify and pursue new business opportunities within the NRI market.

- Conduct seminars, webinars, and networking events to attract potential clients.

- Collaborate with internal teams to develop marketing strategies targeting the NRI segment.

Regulatory Compliance:

- Ensure all advisory activities comply with local and international regulatory standards.

- Stay updated on regulatory changes and their impact on clients' financial plans.

Qualifications and Experience:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification (e.g., CFA, CFP) is preferred.

- Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high-net-worth clients with a client portfolio and AUM that is transferable.

- In-depth knowledge of financial products, investment strategies, and wealth planning tools.

- Strong understanding of the financial and regulatory environment affecting NRI clients.

- Excellent communication, interpersonal, and relationship-building skills.

- Proven track record in business development and client acquisition.

Skills and Competencies:

- Client-centric approach with a strong commitment to delivering exceptional service.

- Analytical mindset with the ability to interpret complex financial data and market trends.

- High level of integrity and professionalism.

- Proficiency in financial planning software and CRM systems.

- Ability to work independently and as part of a collaborative team.

Benefits:

- Competitive salary and performance-based incentives.

- Comprehensive health insurance and retirement benefits.

- Continuous professional development opportunities.

- Supportive and dynamic work environment.

Application Process:

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are the right fit for this role.

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.

This firm is a Swiss wealth management company based in Dubai, offering bespoke services to private, external asset managers, and institutional clients. They provide a range of offerings including investment advisory, direct access trading, alternative investments, and comprehensive reporting, combining Swiss precision with regional market opportunities.

• UHNWI Client Acquisition ("Hunting"): Proactively identify, target, and acquire new Ultra-High Net Worth Individual clients across Europe and the Middle East to significantly grow Assets Under Management (AUM).
• Relationship Management & Portfolio Growth ("Farming"): Cultivate and expand relationships with existing UHNWI clients, providing comprehensive wealth management solutions and ensuring portfolio growth.
• Tailored Financial Solutions: Design and implement bespoke investment strategies that align with the unique financial goals, risk profiles, and liquidity requirements of UHNWI clients.
• Compliance & Risk Management: Ensure strict adherence to all internal policies, compliance frameworks, and relevant regulatory requirements in the jurisdictions of operation.
• Cross-Functional Collaboration: Collaborate effectively with internal teams and product specialists to deliver seamless client service and leverage the firm's full suite of offerings.

• Possesses 7+ years of progressive wealth management experience , specifically with a proven track record in managing and growing UHNWI client relationships .
• Demonstrates exceptional ability in both "hunting" (acquiring new UHNWI clients) and "farming" (deepening existing client relationships) to expand AUM.
• Holds relevant financial qualifications (e.g., CFA, CISI, CFP, or equivalent) and a strong understanding of complex financial strategies for UHNWIs.
• Is highly knowledgeable about global economic trends, market developments, and relevant regulatory requirements across European and Middle Eastern jurisdictions.
• Exhibits outstanding interpersonal skills , strategic thinking, and the ability to build long-term trust-based relationships within a dynamic and competitive international environment.

Overview

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 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

Creation Business Consultants | Full time

Dubai, United Arab Emirates | Posted on 10/02/2025

Creation Business Consultants was founded to help entrepreneurs, small to medium enterprises and multinational corporations enter, expand and restructure in the United Arab Emirates, Saudi Arabia, Kuwait, Bahrain, Oman and Qatar.

We work closely with private equity and law firms, auditors and financial advisors who seek our expert counsel on corporate structuring matters. Our valuable relationships with Government departments ensures the most up to date market intelligence and knowledge guides the professional advice we deliver to clients.

Creation ensures clients receive a seamless, cost effective and proficient entry to the GCC market. We provide clients with the foundations and best practices empowering them to build and control a successful business.

We continuously strive to exceed client’s expectations whilst making certain they are protected from undue risk at all times. Creation Business Consultants is the preferred and truly trusted business partners for the GCC.

We’re looking for a highly skilled Client Relationship Executive to manage company incorporation and amendments in the UAE and Saudi Arabia, oversee labor and immigration applications, and handle client proposal research, banking preparations, and legal compliance. This full-time, on-site role requires exceptional organizational skills, attention to detail, and a proactive mindset.

Key Responsibilities

• Ensure accurate and timely submission of company and government liaison applications.
  
• Follow up on applications and resolve any issues efficiently.
  
• Clearly communicate licensing and visa issuance processes.
  
• Maintain accurate CRM records, filing systems, and CBC databases.
  
• Liaise with government departments for inquiries and clarifications.
  
• Ensure the highest level of client support and service.
  
• Collaborate effectively with internal teams, stakeholders, and clients.
  
• Utilize multilingual skills to facilitate communication with clients.
  
• Implement feedback from clients and managers to improve processes.
  

• Minimum 5 years in a corporate services firm in UAE/Saudi Arabia.
  
• Bachelor’s degree in Business Administration or a related field.
  
• Strong organizational, multitasking, and time management skills.
  
• Proficiency in Microsoft Office and CRM tools (e.g., Zoho).
  
• Expertise in business relationship management, client relations, and account management.
  
• Excellent communication and interpersonal skills with a team-oriented approach.
  
• Knowledge of UAE and GCC market trends.
  

At Creation Business Consultants , we’re committed to fostering a supportive, innovative, and growth-focused workplace. Here’s what you can look forward to:

• Impactful Work : Be part of a forward-thinking organization that drives meaningful change across the UAE and GCC markets.
  
• Collaborative Environment : Work in a fast-paced setting where your contributions are recognized and valued.
  
• Professional Growth : Support key leadership and build a strong professional network alongside industry leaders.
  

What We Offer

• Attractive Rewards : Performance-based bonuses, participation in the profit share scheme, and eligibility for the CBC equity plan.
  
• Learning & Development : Access to the CBC Academy for continuous skill development and career growth.
  
• Attractive salary package, commission structure, and exclusive discounts.
  
• Extra annual leave for 2+ years of commitment.
  
• Comprehensive health package and additional benefits.
  
• Networking Opportunities : VIP access to industry-leading events and networking platforms.
  
• Team Culture : Regular team-building activities and social events to foster collaboration.
  

Apply Now : Send your CV to or share this post with someone perfect for this role.

Location: Dubai
Employment Type: Full-Time

Enness is a market-leading brokerage specialising in high-value, complex, and cross-border finance solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong reputation and an extensive lender network, we deliver bespoke financing solutions across residential and commercial mortgages, private client lending, and corporate finance.

We are seeking a highly professional and proactive Client Relationship Manager (CRM) to join our team. This role is crucial in maintaining and strengthening relationships with our HNW and UHNW clients, introducers, and lenders, ensuring a seamless client experience from enquiry to deal completion.

The CRM will act as a key point of contact for clients, managing communications, coordinating transactions, and ensuring exceptional service levels. The ideal candidate will have experience in financial services, private banking, or luxury client management, with a strong ability to build trust and long-term relationships.

• Manage and nurture relationships with HNW/UHNW clients, ensuring an outstanding client experience.
• Act as the primary contact for client queries, providing regular updates on ongoing transactions.
• Work closely with brokers and lenders to ensure smooth execution of mortgage and debt deals.
• Proactively follow up with clients and introducers to generate repeat business and referrals.
• Ensure compliance with all regulatory requirements and internal processes.
• Monitor and report on client satisfaction, identifying areas for service improvement.
• Support business development efforts by engaging with potential new clients and introducers.

• Competitive salary and performance-based bonuses.
• A dynamic and fast-paced environment within a leading finance brokerage.
• Exposure to high-value transactions and international finance markets.
• Opportunities for career growth within a prestigious and growing business.

• Proven experience in a client relationship role within financial services, wealth management, private banking, or a related field.
• Exceptional communication and interpersonal skills, with the ability to engage with HNW/UHNW clients.
• Strong organisational skills, capable of managing multiple transactions and stakeholders.
• Understanding of mortgage and debt finance (preferred but not essential).
• Attention to detail, ensuring accuracy in client interactions and documentation.

If you are passionate about client relationships and thrive in a high-performance, client-focused environment, we would love to hear from you.

Contact us for a confidential discussion.