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wealth management advisor

StashAway

<ul><li><p>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</p></li></ul>

Wealth Advisor

NamasteAi

<div>
 <p>
  <strong>
   Job Title:
  </strong>
  Wealth Manager
 </p>
 <p>
  <strong>
   Location:
  </strong>
  Dubai, United Arab Emirates
 </p>
 <p>
  <strong>
   Experience Level:
  </strong>
  3-4 Years (Open to Senior profiles as well with experience of 4 years &amp; above)
 </p>
 <p>
  <strong>
   Mandatory Requirement:
  </strong>
  Candidates Applying for this role are required to have an active clientele.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Overview:
  </strong>
 </p>
 <p>
  We are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Wealth Manager will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <p>
  <strong>
   Client Acquisition and Business Development:
  </strong>
 </p>
 <ul>
  <li>
   Actively prospect for new clients through networking, referrals, and personal outreach.
  </li>
  <li>
   Maintain and grow a client base by providing excellent service and developing trust-based relationships.
  </li>
  <li>
   Continuously seek opportunities to cross-sell additional financial products and services.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Client Relationship Management:
  </strong>
 </p>
 <ul>
  <li>
   Establish and maintain long-term relationships with clients by providing personalized financial advice.
  </li>
  <li>
   Conduct in-depth assessments of clients&rsquo; financial situations, including income, expenses, liabilities, and risk tolerance.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Financial Planning and Strategy:
  </strong>
 </p>
 <ul>
  <li>
   Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
  </li>
  <li>
   Regularly review and update financial plans to reflect changes in the client's life or market conditions.
  </li>
 </ul>
 <p>
  <strong>
   Investment and Product Knowledge:
  </strong>
 </p>
 <ul>
  <li>
   Educate clients on a range of financial products that we provide.
  </li>
  <li>
   Recommend appropriate investment products based on clients' goals.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Regulatory Compliance and Risk Management:
  </strong>
 </p>
 <ul>
  <li>
   Ensure all advice and product recommendations comply with industry regulations and company policies.
  </li>
  <li>
   Keep up to date with changes in financial laws and regulations to maintain compliance.
  </li>
  <li>
   Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications and Skills:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Business, or a related field.
  </li>
  <li>
   <strong>
    3-4 years of experience
   </strong>
   as a Wealth Manager or in financial planning, investment advisory, or wealth management.
  </li>
  <li>
   Professional certifications such as
   <strong>
    Certified Financial Planner (CFP)
   </strong>
   ,
   <strong>
    Chartered Financial Analyst (CFA)
   </strong>
   ,
   <strong>
    Chartered Financial Consultant (ChFC)
   </strong>
   are preferred.
  </li>
  <li>
   Strong knowledge of financial products &amp; investment strategies.
  </li>
  <li>
   Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
  </li>
  <li>
   Proven ability to develop and implement personalized financial plans.
  </li>
  <li>
   Expertise in the investment and banking sector will be considered an advantage.
  </li>
 </ul>
 <p>
 </p>
</div>


Wealth Manager

Parsons

<div>In a world of possibilities, pursue one with endless opportunities. Imagine Next!<br>
<p></p>
At Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential. Unleash your talent and redefine what&rsquo;s possible.<p></p><p><b><br>
Job Description:</b></p><p>
Parsons is looking for an amazingly talented <b>Asset Management Advisor</b> to join our team! In this role you will get to <b>support the development and delivery of asset management and PPP services across a range of services in the Middle East.</b>.</p><p></p><p><b>
What You'll Be Doing:</b></p><ul><li><p>
Support the development and technical delivery of Asset Management projects and PPP Project within the MEA region.</p></li><li><p>
Asset management delivery responsibilities include: support the development of asset management policies, procedures and standards; support implementation of these asset management activities including guiding inspections, asset inventory activities, asset data analysis, and asset reporting; and support the development of asset management related outreach and project delivery documents.</p></li><li><p>
Performs other responsibilities associated with this position as may be appropriate.</p></li></ul><p></p><p><b>
What Required Skills You'll Bring:</b></p><ul><li><p>
Minimum: Bachelor&rsquo;s degree in a technology / engineering related field.</p></li><li><p>
At least 8-10 years successful experience in asset management or directly related fields.</p></li><li><p>
Experience of implementing asset management services in accordance with industry best practice with working knowledge and delivery of ISO 55000 systems.</p></li><li><p>
Experience of the development of PPP Technical Schedules</p></li><li><p>
Specific experience within roadways, heavy rail or building market space is required.</p></li></ul><p></p><p><b>
What Desired Skills You'll Bring:</b></p><ul><li><p>
 Proficiency in professional level written and spoken English is required.</p></li><li><p>
The role will be based out of the UAE with as needed travel within MEA region for project related activities.</p></li></ul><p></p>
Parsons equally employs representation at all job levels no matter the race, color, religion, sex (including pregnancy), national origin, age, disability or genetic information.<p></p><p>
We truly invest and care about our employee&rsquo;s wellbeing and provide endless growth opportunities as the sky is the limit, so aim for the stars! Imagine next and join the Parsons quest&mdash;APPLY TODAY!</p><p></p><div>
Parsons is aware of fraudulent recruitment practices. To learn more about recruitment fraud and how to report it, please refer to https://www.parsons.com/fraudulent-recruitment/.</div></div>
<br><div><div><div>COMPETITIVE BENEFIT OFFERINGS</div></div><div><div><div><br>
Financial Wellness</div><div><br>
We care about your financial wellbeing. Parsons offers competitive pay and retirement plans to help you build wealth for the future while giving you the flexibility to diversify your investments.</div></div><div><div>
Work Life Harmony</div><div><br>
Balance in life is important and time away from the office is imperative to allow you to refresh and focus your attention on the things that matter to you. Parsons supports your time away by providing paid time off and paid flexible holidays.</div></div><div><div>
Career Development</div><div><br>
We are committed to fostering the personal and professional growth of our employees. Develop and advance yourself though our comprehensive training, educational and mentorship programs.</div></div><div><div><br>
Veteran Support</div><div><br>
We provide Industry leading benefits to support veterans and active-duty members to provide security for you and your family by offering robust leave and benefits; including paid active-duty military leave and paid time off when transitioning back to civilian life.</div></div><div><div>
Mind &amp; Body</div><div><br>
At Parsons we inspire healthier habits, heathier minds, and a healthier you through our wellness program. Participate in our weekly Meditation Mondays and Wellness Wednesdays. Wellness, at Parsons, is more than just your annual checkup.</div></div><div><div>
Health</div><div><br>
Health is not a one size fits all. At Parsons, we offer a robust Employee Assistance Program as well as comprehensive medical, dental and vision plans through large, national carriers with the choice of regional PPO, HDHP, or HMO networks.</div></div></div></div><p></p>

Asset Management 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

JIGSAW HR CONSULTANTS FZE

<p><strong>Job Summary:</strong></p><p>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).</p><br/><p>Develop and maintain long-term relationships with clients, understand their financial needs, goals, and risk tolerance.</p><p>• Provide comprehensive wealth management services including investment advisory, estate planning, tax optimization, and retirement planning.</p><p>• Proactively manage and grow a book of business through client referrals, networking, and internal lead sources.</p><p>• Conduct portfolio reviews, asset allocation, and periodic performance reporting for clients.</p><p>• Collaborate with internal specialists (e.g., investment research, legal, tax advisors) to provide holistic solutions.</p><p>• Ensure compliance with regulatory requirements and internal policies.</p><p>• Maintain up-to-date knowledge of financial markets, products, and industry trends.</p><p>__________</p>

Wealth Management

Michael Page

<p>The Wealth Manager will play a pivotal role in acquiring new Ultra High Net Worth (UHNW) and family office clients, primarily across the MENA region and the Indian Subcontinent.</p><p>This position involves promoting the firm's global investment advisory and family office services, as well as its discretionary asset management offering.</p><p>The Director will collaborate with senior leadership to develop acquisition strategies, maintain client pipelines, and contribute to investment discussions.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Drive new client acquisition with a target of USD 100 million in AUM annually (minimum USD 10 million per relationship).</li><li>Develop and maintain a robust client and prospect pipeline.</li><li>Ensure compliance with KYC and local regulatory requirements.</li><li>Support marketing and brand-building initiatives for the DIFC business.</li><li>Contribute to investment meetings with market reviews and ideas.</li></ul>

Standard Chartered Bank

<div><div><div><div><div><div><div><div><p>Job ID: 30914
 </p><p>Location: Dubai, AE
 </p><p>Area of interest: Private Banking &amp; Wealth Management
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 3 Nov 2025
</p></div>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
</div><div><div>
The role holder is primarily responsible for driving profitable growth from existing and new clients by proactively engaging the clients, understanding, and meeting their needs with the full range of Private Banking products available.</div>
<div>
They manage an assigned portfolio of clients within the Private Bank and focus on deepening existing relationships as well as extending the relationship further into additional new product areas to improve client value contribution.</div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><div><b>
Strategy</b><br>
<i>Relationship Management</i><br>
<ul><li>Generates target market prospects through a number of innovative and sustainable channels.</li><li>Converts target market prospects into clients</li><li>Grow customer portfolio size by deepening existing customer relationships</li><li>Retain existing high value clients; grow wallet share with the bank through focused relationship management activities</li><li>Cross-sell SCB products &amp; services to existing clients</li><li>Be the main banker for majority of clients in portfolio</li><li>Achieves risk weighted returns on clients portfolio</li><li>Effectively interacts with network and available internal resources to provide solutions which meet client needs</li><li>Delivers, monitors and reviews solutions to clients based on client investment profile</li></ul></div>
<div><b>
Business</b></div>
<div><i>
Client acquisition</i><br>
<ul><li>Solicit New to bank and New to product leads from other key business areas</li><li>Consultative selling of multiple products to clients based on identified leads</li><li>Turn service recovery into sales opportunities</li><li>Refer highly satisfied clients to generate sales</li><li>Analyse and review potential business to ensure maximum profitability</li><li>Collaborate with product specialists to deliver effective client solutions</li><li>Operate within Risk and Compliance framework</li><li>No reported MIS-selling cases</li></ul></div></div></div><div></div><div><div>
</div><div><div><i>
Generic measures of the role</i><br>
<ul><li>Progress against a balanced scorecard target</li><li>Growth in product cross-holding ratio</li><li>Sustained, steady AUM growth</li><li>Number of new clients to the bank</li><li>Growth in revenue per customer</li><li>Customer satisfaction scores</li><li>Deliver profitable growth for the team by controlling costs and mitigating operational losses</li><li>Deliver positive client performance in line with client investment profiles</li></ul></div>
<div><b>
Processes</b></div>
<ul><li>Support the continuous improvement of processes to increase operational efficiency and effectiveness</li><li>Support effective management of operational risks across the Business and in compliance with applicable internal policies, external laws and regulations at a global level</li><li>Ensure sales management, suitability and onboarding process are applied appropriately</li></ul>
<div><b>
People &amp; Talent</b></div>
<ul><li>RM resourcing, performance management and recognition within the team</li><li>Identify and address top concerns and opportunities for performance within the team</li></ul></div></div><div></div><div><div>
</div><div><div><b>
Risk Management</b></div>
<ul><li>Understand the risk and control environment within area of responsibilities</li><li>Ensure adequate and appropriate systems and controls are in compliant with Group and Business Policies and Procedures.</li><li>Ensure that risk management matters that are brought to attention are subject to direct remedial action and / or ensure adequate reporting to the relevant risk committees and / or line management</li><li>Resolve client queries without further escalation, where possible</li><li>Analyse financial requirements customer and match with bank product offerings</li><li>Complies with regulations, policies, and guidelines</li><li>Highlights, mitigates, and protects the bank against credit, legal, reputation and other risks</li><li>Minimize errors in transaction execution and service delivery</li><li>Review and respond to AML transaction monitoring queries on transactions highlighted</li><li>Conduct periodic reviews of clients&rsquo; accounts</li><li>Attend mandatory complaints and other training</li><li>Raise STR to team leader and compliance for suspicious transactions</li></ul>
<div><b>
Governance</b></div>
<ul><li>Ensure adherence to the Bank&rsquo;s policies and procedures, Regulatory policies and processes.</li><li>Ensure Sales Management, Suitability and on-boarding processes are applied appropriately.</li><li>Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.</li><li>Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes, and regulations forms part of the culture.</li><li>Participate in Local Client Committee and other relevant committees where applicable.</li><li>Engage with all audit report findings and ensure feedback is acted upon</li></ul></div></div><div></div><div><div>
</div><div><div><b>
Regulatory &amp; Business Conduct</b></div>
<ul><li>Display exemplary conduct and live by the Group&rsquo;s Values and Code of Conduct.</li><li>Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.</li><li>Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *</li><li>Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.</li><li>DFSA prescribed responsibilities and Rationale for allocation].</li><li>[Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries]</li><li>Serve as a Director of the Board of [insert name of entities]</li><li>Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)</li></ul>
<div><b>
Key stakeholders</b></div>
<ul><li>Market Head</li><li>Senior Client Partner/ Team Leader</li><li>COO</li><li>Business Managers</li><li>Head of Client Service Manager</li><li>Client Service Managers</li><li>Product Specialists and dedicated functional partners</li><li>Relevant Front office colleagues</li></ul></div></div><div><div><div><b>
Skills and Experience</b></div>
</div><div><ul><li>Relationship Management</li><li>Market Knowledge (SIF)</li><li>Products and Processes</li><li>Strategy and Business Model (SIF)</li><li>Manage Conduct</li><li>Manage Risk</li></ul></div></div><div><div><div><b>
Qualifications</b></div>
</div><div><ul><li>Academic or Professional Education/Qualifications &ndash; relevant degree</li><li>Licenses and Certifications/accreditations &ndash; as required by role remit and responsibility</li><li>Professional Memberships &ndash; as required by role remit and responsibility</li><li>Bank training, i.e. mandatory &amp; developmental</li><li>Languages &ndash; fluency in business English</li><li>Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility</li><li>Proven risk management capabilities</li><li>Firm in all business guidelines and compliance issues</li><li>Sound knowledge of financial markets and investment products</li><li>Outstanding communication and presentation skills</li></ul></div></div><div><div><div><b>
About Standard Chartered</b></div>
</div><div><div>
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.</div>
<div>Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.</div>
<div>Together we:</div>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
</div><div><div><b>
In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</div>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Executive Director, Relationship Manager

Explore 9041+ Wealth management advisor in Dubai United Arab Emirates this November. Find roles across top companies and apply now to boost your career.

9041 wealth management advisor jobs IN Dubai United Arab Emirates

Wealth Advisor

Wealth Manager

Asset Management Advisor

Wealth Management Administrator Dubai & Client Services

Wealth Management

Wealth Manager

Executive Director, Relationship Manager