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private wealth advisor

StashAway

<ul><li>StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.

We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.

Responsibilities

Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base

Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations

Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients

Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand

Deliver seminars on a variety of financial and market topics to nurture current and prospective clients

Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects They Might Work On:

Establishing a Financial Wellness Program where you are required to proactively reach out to companies to deliver educational sessions.

Organizing client facing events

Revamping our client engagement model

Accountabilities of the role:

Driving existing HNW / Premium client AUM

Proactively identifying and onboarding new clients

Hands-on and build long-term client relationships

Benefits

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Minimum 5 years of client-facing experience in sales development with affluent/HNW clients</li></ul>

Wealth Advisor

Nexus Insurance Brokers LLC

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the the client&#x27;s needs, goals and objectives. Specializing in both personal financial planning and general insurance.

Independent Financial Planner / Wealth Manager / Insurance Advisor

Confidential Company

We have opening for Relationship Managers, Wealth Managers in wealth and insurance sales sector . If you are interested and looking for relocation to Dubai, please apply for this post.<ol type="1"><li>Responsible for acquiring preferred HNI clients</li><li> A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.</li><li>Managing and offering Mutual Funds , Equity Sales, Portfolio Management, Wealth Management services</li><li> Maintaining client relationships and generate AUM from preferred clients.</li><li>·Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients</li><li>Track the HNI segment in the market for new client acquisition.</li><li> To research, investigate and update on available investment opportunities / financial market trend to determine whether they fit into clients’ portfolios.</li><li> Use financial acumen and investment expertise to review a client&#x27;s personal data, align client&#x27;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.</li><li> Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.</li><li>Conduct risk profiling of all mapped clients for better advisory on investment needs.</li><li>Ensuring need-based product approach towards clients and regular reporting of product penetration.</li></ol>

Wealth /Relationship Manager in Dubai with leading Wealth/insrnce Org

JIGSAW HR CONSULTANTS FZE

Job Summary:We are seeking a highly motivated and client-focused Wealth Management professional to join our growing team. The successful candidate will be responsible for building, managing, and maintaining client relationships while providing tailored investment solutions, financial planning, and advisory services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.• Ensure compliance with regulatory requirements and internal policies.• Maintain up-to-date knowledge of financial markets, products, and industry trends.__________

Wealth Management

Robert Walters

Provide comprehensive diary and schedule management, ensuring smooth coordination of meetings, travel, and personal commitments.Organise complex international travel arrangements, including private aviation, visas, and itineraries.Act as primary point of contact, screening calls, emails, and correspondence with discretion.Manage both personal and business administration, liaising with household &amp; office staff, vendors, and service providers as required.Handle confidential documentation and financial administration with the highest degree of integrity.Assist with event planning, reservations, and lifestyle management.Undertake ad-hoc projects and errands as required, ensuring seamless support across all aspects of the principal's life.

EA - UHNWI

Morgans Realty

About the Role This is a relationship-first leadership role for a sophisticated, trusted advisor who can seamlessly blend market knowledge, wealth strategy, and personalized service. You ll drive our private client portfolio, lead an elite team of advisors, and be the key to building enduring, high-value relationships.
<div> </div>
Responsibilities What You ll Do <ul> <li> Lead our private office strategy across key luxury markets.</li> <li> Cultivate and manage relationships with UHNW clients and family offices.</li> <li> Oversee tailored real estate advisory, legacy planning, and cross-border property investment services.</li> <li> Collaborate with internal departments (Legal, Marketing, Research) to deliver exceptional client outcomes.</li> <li> Represent Morgan s at exclusive events, panels, and private networks.</li> </ul> Who We re Looking For <ul> <li> 5+ years in luxury real estate, private wealth, or family office advisory.</li> <li> Strong network of UHNW clients across the GCC, Europe, or Asia.</li> <li> Exceptional emotional intelligence, confidentiality, and client-centricity.</li> <li> Strategic thinker with refined communication and negotiation skills.</li> </ul>
 
 
<div>
 <div> </div></div>

Head of Private Office

Comarch Inc.

<div>We are seeking a highly experienced Pre-Sales Manager with deep expertise in Wealth Management and Private Banking to join our regional team. The ideal candidate will act as a trusted advisor to clients, demonstrating how our innovative digital platforms and IT solutions can enable banks and financial institutions to transform their wealth management capabilities.The successful candidate will play a pivotal role in client engagements, solution positioning, and deal acceleration, bridging the gap between client business needs and our technology solutions.
<h3 class="jobSectionHeader">Candidate Profile
</h3><ul><li>Minimum 10 years of experience in the banking industry, specifically within wealth management, private banking, or investment advisory
</li><li>Proven pre-sales or solution consulting experience with a technology provider, fintech, or consulting firm focused on financial institutions (preferred)
</li><li>Strong understanding of front-to-back wealth management processes, including advisory, onboarding, portfolio management, compliance, and client reporting
</li><li>Excellent communication and presentation skills with the ability to engage C-level stakeholders and translate complex technology into business value
</li><li>Fluency in English; Arabic speaking is a strong advantage
</li><li>Willingness to travel frequently across the Middle East (approx. 40&ndash;50%)
</li><li>Bachelor&rsquo;s degree in Finance, Business, IT, or a related field; MBA or equivalent qualification is an asset
</li><li>Strong interpersonal and cross-cultural communication skills
</li><li>Analytical thinker with the ability to simplify complex concepts
</li><li>High degree of initiative, ownership, and professionalism
</li><li>Team-oriented with the ability to collaborate across functions and geographies
</li><li>Strategic and consultative selling mindset
</li></ul><h3 class="jobSectionHeader">Your Responsibilities
</h3><ul><li>Engage with senior executives from private banks, wealth managers, and financial institutions to understand strategic priorities, regulatory requirements, and digital transformation goals
</li><li>Position and demonstrate the company&rsquo;s wealth management software solutions, including front to back-office capabilities, portfolio management, advisory tools, client onboarding, and digital channels
</li><li>Collaborate with sales, product, and delivery teams to design tailored demonstrations, proposals, and proof-of-concepts aligned with client requirements
</li><li>Respond to RFPs/RFIs, providing detailed business and technical inputs that highlight the value and differentiation of the solution
</li><li>Conduct discovery workshops and presentations to articulate solution capabilities in business terms and translate customer needs into solution architecture
</li><li>Support the end-to-end sales cycle &ndash; from opportunity qualification to contract closure &ndash; ensuring smooth knowledge transfer to the delivery team
</li><li>Maintain up-to-date market intelligence on competitors, industry trends, and emerging technologies in wealth management and digital banking
</li><li>Represent the company at conferences, roadshows, and client events across the Middle East to strengthen brand visibility and relationships
</li></ul><h4 class="jobSectionHeader">For You
</h4><ul><li>Opportunity to work at the intersection of banking and cutting-edge technology
</li><li>Exposure to leading regional and international financial institutions
</li><li>Dynamic, diverse, and collaborative work environment
</li><li>Competitive compensation and travel opportunities across the region</li></ul></div>

Pre-Sales Manager - Wealth Management

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