185 Wealth Manager jobs in Dubai

• 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 is a challenging and highly demanding position that requires exceptional resilience and a strong work ethic. The Trainee Wealth Manager role begins with learning how to generate activity and create inbound and outbound leads within the specific areas of financial planning Hoxton specializes in. It is not for the faint-hearted and requires unwavering commitment.

Candidates must be prepared for a phone-based role for a minimum of the first two years, making at least 100 calls daily and securing at least one booking per day as a non-negotiable minimum standard.

Throughout the role, you will be exposed to various facets of the wealth management industry, including investment management, paraplanning, client servicing, and technical advice. There are performance-based monthly incentives for those who consistently deliver results.

This role begins as a trainee position with a 24-36 month training program, including obtaining UK financial qualifications to prepare you for a financial advisory role in one of our global offices. Additional qualifications may be required depending on your chosen region. The program starts with six months of structured training withrelocation to our Dubai office, where you will receive mentorship and hands-on experience.

To excel in this demanding role, you will need:

• Resilience and Grit: The ability to push through tough challenges, including rejection, and maintain unwavering determination.
• Confidence and Competitiveness: A competitive spirit, often demonstrated through high-level sports or other pursuits, paired with self-assurance.
• Willingness to Learn: A hunger for knowledge and growth, supported by examples of past learning and self-improvement.
• Hardworking Nature: A proven track record of dedication and the ability to thrive in a high-pressure environment.
• Effective Communication: A clear, professional, and articulate telephone manner.
• Intelligence and Education: A minimum of sixth-form or college education to support financial comprehension.
• Discipline and Organization: A structured approach to daily tasks and routines, with the ability to stick to demanding schedules.
• Entrepreneurial Drive: Initiative and a proactive mindset to tackle challenges and identify opportunities.
• Simplicity in Communication: The ability to convey complex concepts in a straightforward, concise manner.
• Professional Appearance: A clean, polished, and professional demeanor.
• Persistence and Assertiveness: A fearless, forward approach to achieving goals.

This is a structured three-year program with clear milestones and incentives:

Year One

• Benefits: Visa and medical provided upon relocation to Dubai.

Year Two

• Commission: 10% gross commission on £00,000+ (rolling 12 months)
• Benefits: Visa and medical provided in Dubai.

Year Three

• Commission: 10% gross commission on 00,000+ (rolling 12 months)
• Benefits: Visa and medical provided in Dubai.

To succeed, candidates must consistently meet these minimum weekly standards:

• 500 dials
• 5 hours of talk time

Three-Month UK Training Program

Six Months

Year One

Year Two

Year Three

Upon completion of this program, successful candidates will transition to a Pathway Financial Planner role, a salaried advisory position with comprehensive training for seamless advancement into financial advice.

This role is not for everyone, but for those with the resilience, determination, and ambition to succeed, it provides a unique opportunity to build a rewarding career in wealth management with international exposure.

Learn more about the financial planning

Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team in Dubai.

• About the Role:

This is an excellent opportunity for a proactive and experienced financial professional to develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services. You will be responsible for crafting and implementing bespoke Retail and Estate Plans , managing personalized Investment Portfolios , and delivering exceptional client service.

• Crafting and implementing individualized financial plans that align with clients' complex lives.

• Developing and managing a high-value client portfolio, offering comprehensive wealth management solutions.

• Designing and managing tailored investment portfolios based on deep understanding of client goals and risk profiles.

• Providing exceptional client relationship management and new business development skills.

• Maintaining strong working relationships with clients, building trust and loyalty.

• Requirements:

To be successful in this role, you must have relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent) and ideally have a transferrable book of business of at least U$2million. A proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space, is also essential.

• Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)

• Ideally have a transferrable book of business of at least U$2million

• Proven track recordas a successful Financial Advisor, ideally within the HNWI/UHNWI space.

• Exceptional client relationship management and new business development skills.

• A deep understanding of holistic financial planning and investment products.

Benefits: We offer a highly competitive remuneration package, including an attractive commission structure and support for business development. Join our dynamic team and experience a collaborative, high-achieving environment.

This position suits experienced and qualified IFA candidates keen on embarking on a career in financial services and wealth management in Dubai.

Expertise in strategic wealth management is essential for this role.

We are seeking a seasoned Alternative Investment Advisor to provide bespoke financial solutions and expert advice to high net worth individuals.

• Client Profiling: Develop in-depth profiles of clients, understanding their investment objectives, risk tolerance, and portfolio requirements.
• Investment Strategy: Design and implement tailored investment strategies, utilizing a range of asset classes and financial products.
• Market Analysis: Stay abreast of global market trends, economic forecasts, and investment opportunities to inform client recommendations.
• Portfolio Management: Oversee the maintenance and optimization of client portfolios, ensuring alignment with their goals and risk tolerances.
• Compliance: Ensure all advisory activities adhere to relevant regulatory standards and industry best practices.
• Education: Provide comprehensive education and guidance to clients on various investment products, market trends, and portfolio management strategies.

• Education: A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required, while a Master's degree or professional certifications (e.g., CFA, CFP) are highly desirable.
• Experience: Minimum 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market, is essential.
• Skills:
• Strong analytical and quantitative skills are vital for this role.
• Excellent communication and interpersonal skills are required to effectively engage with clients and stakeholders.
• Proficiency in using digital tools and platforms is necessary for streamlined client service delivery.
• Ability to work independently and collaboratively as part of a dynamic team is essential.
• Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE is mandatory.
• Language: Fluency in English is required for effective communication with clients and colleagues.

Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:

• Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
• Manage client relationships, new client acquisition, and client retention.
• Collaborate with investment professionals to propose and execute tailored solutions.
• Address client inquiries and oversee daily account operations.
• Provide regular market updates, portfolio performance reports, and investment opportunities.
• Periodic travel to coverage regions for relationship development.
• Assist in creating presentations, proposals, and promotional materials.
• Track clients, AUM, and revenues using internal systems.
• Ensure compliance, operational, and due diligence requirements are met.
• Oversee private client relationships and manage investment portfolios.
• Collaborate on client sponsorship and KYC procedures.

• Minimum 5 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
• Strong English & Arabic language skills.
• Proven track record in investment sales and relationship management.
• Familiarity with local regulatory policies and financial markets.
• Appropriate local regulatory qualification

Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:

• Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
• Manage client relationships, new client acquisition, and client retention.
• Collaborate with investment professionals to propose and execute tailored solutions.
• Address client inquiries and oversee daily account operations.
• Provide regular market updates, portfolio performance reports, and investment opportunities.
• Periodic travel to coverage regions for relationship development.
• Assist in creating presentations, proposals, and promotional materials.
• Track clients, AUM, and revenues using internal systems.
• Ensure compliance, operational, and due diligence requirements are met.
• Oversee private client relationships and manage investment portfolios.
• Collaborate on client sponsorship and KYC procedures.

• Minimum 5 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
• Strong English & Arabic language skills.
• Proven track record in investment sales and relationship management.
• Familiarity with local regulatory policies and financial markets.
• Appropriate local regulatory qualification

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading 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, advising clients face-to-face on medium to long-term financial objectives across Europe.

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.
• Level 4 RDR UK Diploma (or equivalent) minimum; ideally Chartered.
• Proactive, entrepreneurial attitude with a track record of generating new business and maintaining client relationships holistically.
• At least 1 year of experience as a Financial Planner.

Benefits

• UAE Benefits
• Flexible hours and remote working options
• In-house paraplanner support
• Marketing team support for campaigns
• Training in Repatriation and offshore client solutions

Why Join Us

• Strong regulatory background across multiple jurisdictions
• Global presence
• Full training and external qualification funding (CII, CISI, LIBF)
• Industry-leading investment options
• Lead generation support from business development and marketing teams
• Comprehensive paraplanning and admin support
• Flexible working arrangements
• Self-employed and employed adviser options available

Unique Proposition

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. With exceptional support networks—including compliance, training, back-office, recruitment, technology, and marketing—joining our client enables you to build a proud future while living in some of the world's most amazing locations.

Regulation & Compliance

Our client’s key USP is their robust regulatory background, holding necessary licenses to operate in all jurisdictions where they have a physical presence. Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with investment and insurance providers.

Investment Committee

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 managing provider, trustee, and client queries to ensure smooth business processes.

Business Development

Business Development Managers introduce their unique proposition and facilitate initial meetings, supported by a UK-based marketing team creating promotional materials and campaigns.

Team Ethos

The team fosters a strong sense of camaraderie, with advisers, BDMs, and administrative staff working closely together.