property consultant

real estate consultant

relationship manager

legal advisor

accounts manager

wealth management 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

Independent Resourcing Consultancy Ltd

A prestigious wealth management firm in Dubai is looking for a Wealth Management Administrator to provide administrative support for exceptional client service. The role involves managing client onboarding, maintaining records, and ensuring compliance with regulations. Candidates should have a degree in Finance or Business Administration and administrative experience in a financial services environment. This opportunity offers a dynamic work atmosphere and prospects for professional growth.

Wealth Management Administrator Dubai & Client Services

HSBC

<div>Some careers shine brighter than others.
If you&rsquo;re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further
HSBC International Wealth and Premier Banking (IWPB)
We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world..
We are currently seeking an ambitious individual to join our IWPB team, working together with colleagues to define, manage and achieve divisional business targets. 
In this role, you will:<ul><li>
The role is primarily a customer facing role servicing customers. Professionalism, customer focus and a broad understanding of the fundamentals of service and needs based sales planning are critical to the success of the business. The role holder has a responsibility to understand customer needs with a view to upgrade existing customers to appropriate propositions and cross sell IWPB product and services. The job holder is required to identify referrals for financial planning needs and to referrals to a specialist as required. The job holder is required to identify referrals for financial planning needs and to refer to a specialist as required. The job holder is required to provide a high-quality and holistic service with prompt completion of customer service request with a focus on deepening the customer relationship essential to drive customer loyalty and increase the wallet share of HSBC.</li><li>
Completing full customer reviews and understanding customer needs whether immediate or future is a key part of this role. The role holder will respond to a combination of &lsquo;walk-in&rsquo; customers and creating opportunities from centrally created contact list both being the main sources of their activity. The role holder will need to understand and deliver the standards of service quality required maintaining published service level agreements. The identification of opportunities for wealth reviews and referring these to an appropriate wealth advice are key activities. The facilitation of approval of facilities in accordance with credit policy and lending guidelines will also be required to ensure the jobholder can meet all of the customer&rsquo;s needs. Ownership of customer relationships is vital along with the ability to coach and develop other team members towards ensuring the Target Operating Model (TOM) as defined by Group is implemented.</li><li>
On a selected and business needs base the jobholder also might service Premier Customer requiring the necessary Premier trainings and accreditation. Equally on a selected base and aligned with business needs the job holder is servicing Advance and Personal Banking customers with limited face to face contact. These priorities are reflected in individual Balanced Scorecards and form the exception.</li></ul> 
To be successful in the role, you should meet the following requirements:<ul><li>
Proven ability in customer service and building customer relationships</li><li>
Ability to identify customer needs and influence customers to take appropriate action to meet their needs</li><li>
An understanding of HSBC&rsquo;s Credit Policy and Lending Guidelines</li><li>
A broad knowledge of financial planning and defining customer needs</li><li>
An understanding of the needs of the mass affluent customer segment in general</li><li>
A full understanding of referral processes</li><li>
An understanding of the Premier, Advance and Personal Banking Propositions</li><li>
Excellent customer service skills</li><li>
Strong verbal and written communication skills</li><li>
Customer driven with a strong focus on quality of service</li><li>
Proven ability in making lending decisions in accordance with bank policy and guidelines</li><li>
A clear understanding of how value is created within the Premium segment, both for customers and the bank</li><li>
Graduation degree is a must &ndash; to secure a UAE Visa and Work Permit</li></ul> 
You&rsquo;ll achieve more at HSBC. 
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</div>

Branch Sales and Service Officer (Dubai & Abu Dhabi)

Jex Recruitment | Connecting top talent with leading companies

<div>
 
 
 Compliance Advisor &ndash; Wealth Management
 
 
 
 We are looking for a Compliance Advisor - Wealth Management to join a large financial institute as part of the Compliance team, reporting directly to senior leadership with full visibility across the business. As a Compliance Advisor for Wealth Management, you&rsquo;ll act as a key partner to the business, delivering clear, practical, and forward looking advice on a wide range of regulatory, conduct, and financial crime matters.
 
 
 
 
 
 
 Job Responsibilities:
 
 
 <ul>
 <li>
 Serve as a subject matter expert on compliance issues affecting the Wealth and Investment Management activities.
 </li>
 <li>
 Deliver practical advice on areas such as conduct risk, regulatory change, product governance, AML/CTF, and sanctions compliance.
 </li>
 <li>
 Oversee assurance activities related to client advice, transaction execution, custody, and safeguarding of assets.
 </li>
 <li>
 Contribute to the design and implementation of compliance monitoring frameworks, control testing, and risk assessments.
 </li>
 <li>
 Respond to internal and external findings by driving timely remediation and root cause analysis.
 </li>
 <li>
 Support efforts to enhance approach to client protection and ethical business conduct.
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Solid background in compliance, preferably within a wealth management, asset management, or private banking environment.
 </li>
 <li>
 Strong knowledge of financial services regulations, particularly in relation to client advice, AML/CTF, and product governance.
 </li>
 <li>
 Excellent stakeholder management skills, confident working with senior leaders and frontline teams.
 </li>
 <li>
 Analytical thinker with the ability to interpret regulations and apply them practically to business scenarios
 </li>
 </ul>
</div>

Compliance Advisor

The First Group

<div>Overview:
<div>
Headquartered in Dubai, UAE, The First Group is a dynamic, integrated global property developer with a fast-growing portfolio of upscale hotels, residential properties, F&amp;B brands and real estate asset management services. Since our launch in 2005, we have carved a highly successful niche offering unrivalled property investment opportunities in high-growth markets to clients from more than 70 countries worldwide.</div><div></div><div> 
We were among the first developers to identify the tremendous potential in providing private investors the opportunity to purchase hotel guestrooms, suites and serviced apartments in our collection of upscale properties located in highly popular locations across Dubai. We back up our success with a list of International Property awards along with strategic partnerships with companies such as Wyndham Hotel group, Millennium Hotels, Emirates Airlines and Jumeirah Hotels and Resorts.</div><div></div><div> 
To successful candidates, we offer a diverse progressive corporate working environment with clear growth potential along with award winning sales &amp; marketing tools, a state of the art showroom featuring Dubai&rsquo;s only virtual helicopter tour and endorsements from a number of international sporting celebrities.</div> 
<div></div>
Job Description:
<div>
We are looking to hire confident, talented individuals with experience in Telesales to join our winning team. This highly specialised role will involve the sale of exciting new property investments to our highly qualified database of subscribers. This is a telephone based job, in our &lsquo;state of the art&rsquo; Dubai head office. The majority of leads will be inbound responses to our database marketing campaigns, so there will be little or NO COLD CALLING REQUIRED.</div>
Desired Skill &amp; Expertise:
<div>
What We Provide:</div> 
<div></div><ul><li>
Professional in-house Sales Training</li><li>
Daily leads presented to each consultant by our award winning marketing team.</li><li>
Visa + Health Insurance</li><li>
Career development along with opportunities for promotion</li></ul><div></div><div> 
What We Require:</div> 
<div></div><ul><li>
A history of Telesales experience is vital with a minimum of 1 year.</li><li>
Highly self-motivated, career orientated team players with an energetic and enthusiastic approach to their work</li><li>
Strong Communication Skills.</li><li>
Fluent in written and spoken English, with a clear and concise accent</li><li>
Ability to work under pressure in a highly competitive environment.</li><li>
Punctual, Courteous and Presentable.</li></ul><div></div><div> 
Education:</div><div></div><div> 
High School Certificate</div></div><div></div>

Property Wealth Executive

Papel

Who We Are AtPapel Holdings, we're not just another Fintech company. We're on a mission to revolutionize the financial landscape. From innovative banking solutions to cutting-edge digital asset products, we're transforming how people interact with money. Careers at Papel suit those who want to have an impact, who are comfortable getting uncomfortable, willing to take risks and win big. We are brave, laser-focused and have high aptitude, with a little playfulness for good measure. If you're someone who thrives on high accountability, possesses a start-up spirit, and flair for industry-savvy solutions, you'll fit right in. If this resonates with you, you'll have the opportunity to make a real impact and be part of something that's changing how we interact with money and wealth. POSITION OBJECTIVE As General Counsel, you will serve as the primary legal advisor to the company, providing Legal's commercial-corporate and regulatory leadership across all business functions. You'll be responsible for managing legal risk, navigating regulatory environments, and ensuring compliance with domestic and international financial services regulations and laws. You'll also be instrumental in technology procurement, corporate governance, acquisitions, strategic partnerships, and the full suite of contracts related to product development. RESPONSIBILITIES <ul> <li>Serve as the company's principal legal advisor, managing all legal matters, including corporate, commercial, regulatory, employment, and intellectual property.</li> <li>Oversee legal risk management and compliance with applicable financial regulations.</li> <li>Advise on licensing applications related to payments, lending, digital assets, or digital banking.</li> <li>Lead and negotiate key commercial agreements, including partnerships and vendor contracts.</li> <li>Advise the Board of Directors and executive leadership on legal strategy, governance, and best practices.</li> <li>Manage external counsel relationships and legal budget. This includes "magic circle" and local counsel in other jurisdictions.</li> <li>Build and lead an in-house legal team as the company grows.</li> </ul> Requirements <ul> <li>JD or LLB from an accredited law school. Ideally in the top-20 globally by QS rankings or similar</li> <li>10+ years of PQE legal experience, with a strong background in TMT, payments, and financial services</li> <li>Deep understanding of regulatory frameworks relevant to FinTech (e.g., AML / KYC, sanctions, digital assets, Travel Rule, data privacy)</li> <li>Experience negotiating complex contracts and advising on corporate transactions</li> <li>Proven ability to work cross-functionally and influence at the executive level</li> <li>Operationally strong and also a strategic thinker</li> </ul> Preferred Qualifications <ul> <li>Financial services and data protection certifications.</li> <li>Ideally, prior experience at regulated entities and a fintech startup.</li> <li>International legal experience and cross-border regulations; interfacing with notaries public.</li> </ul> Benefits <ul> <li>Competitive salary</li> <li>Discretionary bonus</li> <li>Comprehensive Healthcare</li> </ul>

General Counsel - FinTech

<div>Some careers have more impact than others.
If you&rsquo;re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world&rsquo;s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers&rsquo; needs.
We're currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets. 
Role:
As a member of the MENAT Investments Team, you will be responsible for supporting the development and distribution of Investments Products for iWPB through following core activities:
You will also be required to support in development of product, pricing and marketing strategy, including a coherent offering of investment products (Managed Solutions, Mutual Funds and Discretionary Wealth Management Services) to be able to fulfil customer needs and increase Bank&rsquo;s market share as well as AUM. 
Furthermore you will be responsible for:<ul><li>
Leading the alignment of the Investments Proposition for WPB in MENA Region with group best practices</li><li>
Key focus on developing and collaborate with the Brokerage business with the implementation of a digital platform for Investments and addition of Passive Funds and other MF relevant to the region.</li><li>
Engagement and mobilization of key stakeholders across business and functions in order to deliver investment plan.</li><li>
Investments proposition of WPB is expected to grow at a significant pace and role holder is expected to be capable of being a crucial member of the present and growing business unit.</li><li>
Success of the business will involve ability to identify and execute appropriate product strategies to enable rapid growth.</li></ul> 
To be successful in the role, you should meet the following requirements: 
<ul><li>
Bachelor&rsquo;s degree is must to obtain visa in UAE</li><li>
The jobholder should have 5-8 years of working experience, of which a minimum of 2 years of relevant experience in product development, sales or marketing in Wealth products with leading retail banks, private banks, treasury or fund houses. CFA qualification will be advantageous.</li><li>
Experience in coordinating investment products activities/sales/training/IT/financial planning in the Wealth business</li><li>
Evidence of strong results orientation and performance management success.</li><li>
Experience in both developing and developed markets.</li><li>
Proven track record in working in multi-function projects.</li><li>
Experience of identifying and successfully integrating product manufacturing</li><li>
Product Knowledge of Structured Products, Bonds, Equities, Fund of Funds, and Discretionary are preferable to perform this role.</li><li>
Excellent relationship building and stakeholder management skills</li><li>
Culturally sensitive and understanding of local customer needs</li><li>
Able to take significant responsibilities in sales process, legal, compliance and system related issues.</li><li>
Work closely with the respective country to develop, penetrate and distribute investment products to retail customers.</li><li>
Work closely with all in-house manufactures and Third Parties for product development and delivery.</li><li>
Strong leadership skills coupled with a high and demanding benchmark.</li><li>
Able to make tough decisions.</li><li>
Able to operate effectively in a complex matrix driven environment.</li><li>
Able to influence, engage and lead in a positive, inspiring manner.</li><li>
A proven track record in investment sales preferable.</li></ul></div>

Manager Investment Products - UAE & MENAT

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