property consultant

real estate consultant

account manager

senior property consultant

finance manager

wealth management consultant

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

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

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

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

Redwood Heritage

About Redwood HeritageRedwood Heritage is Dubai&rsquo;s premier boutique real estate investment advisory firm, designed for legacy-minded investors, global families, and private clients. With roots in Swiss financial discipline and over a decade of leadership in the UAE, Redwood Heritage specializes in exclusive property sourcing, long-term portfolio planning, strategic asset structuring, and cross-border asset and residency planning. Our team connects discerning investors with high-conviction opportunities across the UAE, Europe, and key global markets. Founded by visionaries with deep financial and real estate expertise, we guide clients through generational wealth creation and provide high-touch advisory services with ethical clarity and bespoke execution.Role DescriptionThis is a full-time hybrid role for a Private Property Consultant specializing in Russian-speaking clients. The role is based in Dubai, with some work-from-home flexibility. The Private Property Consultant will be responsible for advising and guiding clients on property investments, developing long-term portfolio strategies, structuring assets, and managing cross-border asset and residency planning. Additionally, the role involves communicating effectively with clients, providing exceptional customer service, and driving sales in the real estate market.Qualifications<ul><li>Consulting and Sales skills</li><li>Excellent Communication and Customer Service skills</li><li>Knowledge and experience in the Real Estate industry</li><li>Fluency in Russian and English</li><li>Strong organizational and time management skills</li><li>Ability to work independently and as part of a team</li><li>Bachelor's degree in Business, Finance, Real Estate, or related field preferred</li></ul>Job Type: Full-timePay: From AED1,000.00 per month

Property Consultant – Russian & English Speaker (Dubai-Based)

Epic Edges

<div>
 
 Business Consultant (Dubai Based)
 
 
 
 
 
 
 Location:
 
 
 Dubai, UAE
 
 
 
 
 Type:
 
 
 Full-time
 
 
 
 
 Work mode:
 
 
 Hybrid / Remote-flexible
 
 
 
 
 Language:
 
 
 Native English speaker
 
 
 
 
 About Epic Edges
 
 
 
 
 
 
 Epic Edges is an international advisory group focused on global entrepreneurship, wealth protection, and cross-border business structuring. We work with clients from around the world who seek to expand, invest, or relocate their businesses internationally.
 
 
 
 
 We&rsquo;re looking for a
 
 
 Business Consultant
 
 
 who will serve as the first point of contact for new prospects, a dynamic professional who can build trust, identify client needs, and connect them to the right Epic Edges services.
 
 
 
 
 
 
 Your Role
 
 
 
 
 
 
 As a Business Consultant, you will:
 
 
 
 
 
 <ul>
 <li>
 
 Handle
 
 
 initial contact with clients
 
 
 via email, phone, and social media.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Conduct
 
 client intake calls
 
 
 to identify goals, challenges, and expectations.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Prepare concise
 
 client assessment reports
 
 
 to brief our advisory team.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Match client needs with relevant
 
 Epic Edges programs and solutions
 
 
 .
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Maintain consistent and professional follow-up communication.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Collaborate closely with the advisory and operations team to ensure smooth onboarding.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Represent Epic Edges at
 
 international business events and conferences
 
 
 .
 
 </li>
 </ul>
 
 
 
 
 
 
 
 Requirements
 
 
 
 
 <ul>
 <li>
 
 Native level English fluency
 
 
 (spoken and written).
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Excellent communication and interpersonal skills,
 
 
 both written and verbal.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Degree in Finance, Accounting, or a related field.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Proven work experience in a dynamic startup environment.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 We are explicitly
 
 not
 
 looking for candidates from corporate or enterprise backgrounds.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Based in
 
 
 Dubai
 
 
 (this is
 
 
 not an emigration support position
 
 
 ).
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Strong analytical and commercial mindset with a client focused approach.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Ability to work independently and adapt across time zones.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Willingness to travel for international events and business meetings.
 </li>
 </ul>
 
 
 
 
 What We Offer
 
 
 
 
 <ul>
 <li>
 
 A dynamic and globally oriented work environment.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Flexible working hours and hybrid setup (home office or Epic Edges office).
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Opportunity to grow within a rapidly expanding international organization.
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 
 Exposure to high-level clients, investors, and cross-border business projects.
 
 </li>
 </ul>
 
 
 
 
 How to Apply
 
 
 
 
 
 
 Send your CV and a short motivation email to
 
 
 info@epicedges.net
 
 
 with the subject line:
 
 
 
 
 &ldquo;Application &ndash; Business Development Consultant Dubai&rdquo;
 
 
 
 
 
</div>

Business Development Consultant

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 state of the art 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.

Explore 8031+ Wealth management consultant in Dubai this November. Find roles across top companies and apply now to boost your career.

8031 wealth management consultant jobs IN Dubai

Wealth and Equity Advisor

Wealth Management

Wealth Advisor

Property Wealth Executive

Property Consultant – Russian & English Speaker (Dubai-Based)

Business Development Consultant

Property Wealth Executive