senior accountant

senior property consultant

senior sales executive

portfolio manager

lead senior legal counsel

senior wealth advisor

We are seeking a highly motivated and client-focused Wealth and Equity Advisor to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.Key Responsibilities:&middot; Client Relationship Management:o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.o Conduct regular portfolio reviews and financial planning sessions with clients.o Understand clients&rsquo; investment goals, risk appetite, and time horizon to offer customized advice.&middot; Investment Advisory:o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.&middot; Financial Planning:o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.&middot; Product Knowledge G Due Diligence:o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.&middot; Compliance G Reporting:o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).o Prepare and present performance reports and investment proposals to clients.&#490;ualifications G Skills:&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Business, or related field.&middot; financial certification preferred.&middot; 2-4 years of experience in wealth management, equity advisory, or private banking.&middot; Strong understanding of capital markets, equity research, and financial instruments.&middot; Excellent communication, analytical, and interpersonal skills.&middot; High ethical standards and client-centric approach.Key Performance Indicators (KPIs):&middot; Growth in Assets Under Advisory (AUA)&middot; Client acquisition and retention&middot; Client satisfaction and feedback&middot; Portfolio performance against benchmarks&middot; Compliance and regulatory adherenceCompensation: To be discussed during interviewJob Types: Full-time, Permanent

Wealth and Equity Advisor

Commercial Bank of Dubai

Job Purpose: The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management, and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank s wealth management portfolio. Principal Accountabilities: Product Development and Management Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products and alternative investments. Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives. Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite. Strategic Planning and Execution Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank s market share in wealth management. Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant. Channel Support and Training Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies. Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement. Lead digital first agenda in collaboration with digital team Client Relationship Management Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high. Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs). Risk and Compliance Management Ensure all investment products comply with regulatory standards and internal risk management policies. Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank s standards for product quality and compliance. Financial Analysis and Reporting Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability. Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders

Senior Manager, Wealth & Investment Products

Universis Capital Partner

Senior Financial Advisor business development and marketing / remote / full time Apply About us: Universis Capital Partner is an alternative investment fund with a management capacity of up to USD 500 million, carried out in phases of USD 100 million.
 We manage financial assets with the best resources in analytics and management, adapted to both traditional and digital assets, based on cryptocurrency infrastructure and blockchain technologies.
 We provide liquidity in markets and assets, trading, market maker, project finance, venture capital, early stage tokens and liquid tokens, with a total of 12 management lines divided into 3 groups.
 We build strategic alliances with major partners (Funds, Labs, Venture, Market Maker) globally, which strengthen joint institutional management and streamline our contribution of liquidity in trading and top-tier projects. We work with sophisticated traders, token issuers, funds, professional investors, regulated trusts and major exchanges worldwide.
 Our growing team is formed by the best senior professionals in each specialty, with more than 9 years of experience in commercial management, algorithmic development, financing and investment in projects. We generate close relationships with the promoters of the projects in which we participate, providing investment and liquidity in key stages; Seed and Series A.
Who are we looking for: Senior Investment Specialist - Financial Funds - Independent Senior Investment Advisor, Sales Commercial Investment. We are looking for an experienced Sales Developer with extensive knowledge of investor management and direct access to investors or their own portfolio. The ideal candidate should be well-connected and have a proven track record of client portfolio and professional investors with experience in alternative investments. Must have excellent verbal and written communication skills and work effectively in a team environment, as well as experience in raising capital/investors.
 Responsibilities: <ul> <li>Support the fund management advisors by introducing new potential investors.</li> <li>Develop a plan for attracting investment.</li> <li>Serve as liaison (business introducer) with the fund managers and investments.</li> <li>Assist in the coordination of the onboarding process with new investors.</li> <li>Drive collaboration with partners and ensure successful implementation and continued use.</li> <li>Conduct a structured business development process, working with the team to improve and evolve operational efficiency.</li> </ul>
 Requirements: <ul> <li>Analytical and problem solving skills.</li> <li>Ability to work independently, but in a collaborative team environment.</li> <li>Ability to positively address new challenges and opportunities.</li> <li>Entrepreneurial mindset, persistent and disciplined with a high degree of motivation and involvement.</li> </ul>
 Experience: <ul> <li>More than 2 years of experience in customer acquisition and investor management.</li> <li>Own portfolio of investors or access to investors.</li> <li>In client management for alternative investments between 1 and 20 million, or higher.</li> <li>Experience in traditional financial services and high performance teams in banking, asset management, hedge funds, market making, liquidity provision, exchange and asset finance.</li> <li>Experience with OTC products.</li> <li>Experience in delivering plans, reports, business results, meeting targets, etc.</li> </ul>
What we offer: <ul> <li>Type of work: Permanent + Freelance + Remote.</li> <li>Valuation and remuneration according to performance.</li> <li>Fixed gross salary linked to objectives, plus variable percentage based on performance.</li> <li>Extra incentives depending on the volume of business contributed.</li> <li>Extra management and participation income.</li> <li>Total autonomy in managing your time thanks to flexible working hours and the opportunity to work remotely.</li> </ul>
 Policy against discrimination: At Universis Capital we promote equal employment opportunities. We pride ourselves on being a mutli-cultural team. We do not discriminate against anyone on the basis of race, color, gender, age, origin, religion, sexual orientation, gender identity or expression, marital status, citizenship, disability. We treat our colleagues and candidates fairly. We follow all related laws and in our employment decisions (such as recruiting, hiring, training, salary and promotion).
 
<div>
 Apply See all the open positions. </div>

Senior Financial Advisor

United States Citigroup

Citigold Private Client (CPC) and Citigold (CG) are key segments within Citi's Wealth franchise. In the UAE, these segments serve a growing client base of over 40,000 banking and wealth clients, and more than 180,000 cards and unsecured lending clients. We offer comprehensive wealth management solutions, from traditional banking and lending services to sophisticated managed investments and capital market access, delivered through both offshore and onshore platforms. Our client-centric approach combines personalized, high-touch service from dedicated bankers and product specialists with cutting-edge digital capabilities. As Head of CPC and CG for the UAE, you will lead and drive the growth of these key segments in a dynamic and competitive market. Reporting to the Head of Asia South Wealth and serving as a key member of the Asia South Wealth Management Team, you will be responsible for the overall profitability and performance of the CPC and CG segments in the UAE. This includes: Strategic Leadership: Overseeing the execution of the Asia South Wealth strategic plan within the UAE, collaborating with regional and global teams to ensure alignment and drive growth. Business Performance: Full accountability for delivering on business plans, including leading the front-office teams (client advisors and client servicing), growing Net New Investment Assets and revenues, managing expenses, and delivering on key performance indicators. Client Focus: Championing a client-centric culture and ensuring the delivery of best-in-class solutions and services that meet the evolving needs of our CPC and CG clients. Driving innovation and leveraging digital capabilities to elevate the client experience. Engaging clients at events or in meetings to deepen and build their relationship with Citi Wealth. Collaboration and Partnerships: Building and maintaining strong partnerships with key stakeholders across Citi, including Products, Wealth Continuum, Business Performance Office, Digital Growth, Wealth COO Office (including Data &amp; Analytics), Wealth Ops, Technology, Finance, Human Resources, Marketing, Legal, and Compliance. Risk and Control Management: Maintain strong relationships with regulatory bodies, ensure compliance with all applicable laws, regulations and internal policies. Foster a robust risk and control environment. Proactively identifying, assessing, and mitigating risks across all business activities. Protect and enhance Citi's brand and reputation. Leadership and Development: Engaging, building and managing a high-performing wealth management team, fostering a culture of collaboration, excellence, and client focus. Leading, mentoring, and coaching senior managers, fostering a strong culture of compliance, ethical conduct, and proactive risk management. Ensuring the team has the necessary resources and skill sets to succeed. Responsibilities: P&amp;L and Balance Sheet Responsibility: Drive asset and liabilities growth actions to strengthen and meet all balance sheet targets with respect to self-funding ratio, LCR, and other metrics. Drive sustainable business growth, growing Net New Investment Assets, growing revenues and profitability, offering differentiated customer value propositions and implementing an integrated digital and manned distribution platform which provides world class efficiency, experience and service quality to our customers. Strategy: Articulate and execute a compelling vision and business strategy to drive sustainable growth for the CPC and CG segment across UAE, ensuring cluster and global alignment of objectives, in co-operation with key stakeholders. Communicate the vision of the future to motivate and engage all levels of staff and give them a clear understanding of where their work fits into the big picture. Drive the strategic priorities and vision for CPC and CG in UAE. Drive Wealth Advisor and Client Digital/Mobile strategies for CPC and CG segments. Drive the planning and execution of the CPC and CG Technology Book of Work in UAE. Customer Franchise Growth Always ensure audit readiness and strong controls and secure successful internal and external audit results. People Management: Manage the organization with the right structure and right people to deliver business results. Recruit, retain and develop talent across all key leadership positions, with a strong mix of local and international high potential future leaders. Execute the Client Advisor growth plans, delivering the agreed front line capacity to service CPC and CG clients as well as the growth targets. Strategically develop talent with on-the-job training, stretch assignments, formal leadership programs and other actions. Be a coach and mentor and develop managerial skills of direct reports into high quality managers. Take ownership of the managed team and ensure Citi people management practices are implemented to ensure an excellent employee experience across the employee life cycle. Support the Wealth career path strategies, which includes driving the Wealth Talent Continuum actions, Training &amp; Development activities and the execution of the Total Rewards firm s strategy. Qualifications Proven track record as a senior leader in key aspects of business management (strategy, sales, people leadership, financial performance, risk &amp; controls). 15+ years of relevant strategic and operational work experience. Proven track record in leading transformation and change, and ability to materially change business trajectory. Extensive knowledge of consumer bank and wealth management products, services, and markets and understanding of the competitive landscape for the Affluent and High Net Worth Segments in the country.

Head of Citigold Private Client

Elite Asset Capital

The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.What are we looking for:<ul><li>Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.</li><li>Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.</li><li>Good financial acumen is very important for this role alongside networking and sales skills.</li><li>Primarily responsible for selling India based investment products</li><li>Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .</li><li>Well versed with financial product offerings, both in domestic and international markets</li><li>Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .</li><li>Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.</li><li>Must be able to effectively handle client servicing for wealth management needs.</li></ul>Job Type: Full-timePay: AED4,000.00 - AED9,000.00 per month

Relationship Manager

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

Nomura

<div>Role Description</div><div> </div><div>The FX Advisor will focus on recommending FX product ideas, enhancing client engagement within our International Wealth Management division and ensuring effective risk control. Key responsibilities include collaborating with relationship managers, managing FX client coverage, and addressing investment needs while adhering to regulatory compliance.</div><div> </div><div>Responsibilities</div><div>Recommending FX product ideas including cash, derivatives and structured notes.</div><div>Increase wealth management clients' activity and penetration in FX.</div><div>Collaborate and work closely with Relationship Managers, Investment Advisors in driving and growing FX business.</div><div>Constantly engage with Relationship Managers and clients to understand their product and investment needs, roll out new FX products and ideas.</div><div>Responsible for FX direct client coverage and grow the FX direct access client base.</div><div>To work closely with Risk and Control team to ensure proper control, periodic monitoring activities and timely resolution of any risk issues</div><div>Requirements</div><div>Bachelor's degree or above</div><div>7 years or more of relevant experience in the FX markets in Private Bank or Global Markets</div><div>Good understanding and knowledge of FX markets and products including Cash, Derivatives and</div><div>Structured Products</div><div>A person of high integrity and possess sound understanding of regulatory and compliance</div><div>environment</div><div>Able to work under high stress environment</div><div>Good communication skills, presentation skills and computer skills</div>

FX Advisor

Explore 2486+ Senior wealth advisor in Dubai this October. Find roles across top companies and apply now to boost your career.