Role: Investment Advisor – Wealth & Priority Coverage Advisory
Location: Alain
Role Purpose
This role involves collaborating with RMs across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client’s risk appetite and time horizon. Drive sales quality and client satisfaction...
A leading global wealth management firm is looking for a professional to assist financial advisors in client conversations, develop customized asset allocation strategies, and provide key support for business development. Ideal candidates should hold a Bachelor's degree, possess relevant licenses, and have strong analytical and interpersonal skills. This full-time role is based in Abu Dhabi and...
Overview
At RAKBANK, we believe in fostering a culture of innovation, growth, and excellence. We are not just a bank, we are a community that thrives on teamwork, cutting-edge solutions, and the highest standards of governance.
About the Role: We are looking for a skilled and service‑driven Customer Experience Advisor – Wealth to join our Customer Experience Hub. In this role, you will be the...
An established Asset Management Company in Dubai seeks Wealth/Investment Advisors/Analysts with 1-2 years of relevant experience in Private Banking or Wealth Management. The positions are full-time, on-site in Dubai International Financial Centre (DIFC) with no remote work options. Candidates should have a Bachelor's degree in a related field, with a strong understanding of financial markets, and...
A leading investment platform based in Dubai seeks a Wealth Advisor to help high-net-worth clients navigate investment decisions. This role emphasizes client relationship management, developing a prospect pipeline, and delivering educational seminars. The ideal candidate will have experience in wealth management, strong communication skills, and a proactive approach to client engagement. With a...
Role: Senior Investment Advisor - Wealth & Priority Coverage Advisory
Location: Dubai
Role Purpose:
This role involves collaborating with RMs across Wealth and Priority coverage teams ensuring the suitability of investment products, conducting regular portfolio reviews and providing rebalancing recommendations based on the clients risk appetite and time horizon. Drive sales quality and client...
Role: Investment Advisor – Wealth & Priority Coverage Advisory
Location: Sharjah
Role Purpose: This role involves collaborating with RMs across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client’s risk appetite and time horizon. Drive sales quality and client satisfaction...
About the job Wealth Advisor (telesales)
- Initiating sales with potential customers over the phone.
- Asking questions to engage customers and keep the conversation going.
- Listening to the customers' needs to generate repeat sales.
- Gathering and documenting customer information, payment methods, purchases, and reactions to products.
- Keeping up to date on all products and informing...
A leading wealth management firm in Dubai is seeking an experienced Independent Financial Advisor to provide expert financial advice to clients. Responsibilities include building client relationships, conducting financial assessments, and developing personalized financial plans. Ideal candidates should have at least 5 years of experience, relevant qualifications, and strong analytical skills....
A leading wealth management firm based in Dubai is seeking UK-qualified financial advisors to provide sophisticated financial planning and investment management services to high-net-worth clients. The role offers competitive remuneration, comprehensive support, and flexible engagement models for ideal candidates. Successful applicants will have existing books of business with at least £10m in...
An established industry player in wealth management is looking for an experienced Investment Advisor to join their expanding Dubai office. This role offers an exciting opportunity to work with a dedicated team, focusing on financial planning and developing client relationships. With a competitive rewards-based package, successful candidates can expect first-year earnings exceeding $150,000, with...
A regulated financial services firm based in Abu Dhabi is seeking an experienced Wealth Manager to manage high-net-worth client relationships. The role emphasizes long-term portfolio development and client engagement across various investment products. Ideal candidates will have proven experience in wealth management, a strong understanding of financial markets, and excellent communication skills...
A prominent bank in the UAE seeks a skilled Customer Experience Advisor – Wealth to enhance customer support for equity trading. This role requires 1 to 3 years of experience in financial services and a solid knowledge of U.S. market practices. Responsibilities include assisting customers with trading concepts, technical troubleshooting, and maintaining compliance with regulations. The ideal...
A leading financial institution in the UAE is seeking an Investment Advisor to manage client portfolios and provide wealth management advice. Ideal candidates will have 3 to 5 years of experience in financial advisory and in-depth knowledge of investment products. The role requires excellent communication skills and the ability to analyze financial data. You will support Relationship Managers and...
About Job
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...
A leading HR services provider in Dubai is looking for a Wealth Advisor to join their telesales team. The role involves initiating sales calls, engaging customers with questions, and listening to their needs to drive repeat sales. Candidates should be knowledgeable about the products and able to inform and assist customers effectively. This position offers an opportunity to grow in a dynamic...
A leading wealth management recruitment firm is seeking a Hybrid BDM / Junior Wealth Manager to join their Dubai operation. This client-facing role offers a base salary of £2,000 – £2,500 per month with potential for a six-figure income in Year One. Ideal candidates must hold UK financial qualifications and have client-facing experience. The position provides access to private equity, venture...
Role: Investment Advisor – Wealth & Priority Coverage AdvisoryLocation: SharjahRole Purpose: This role involves collaborating with RMs across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client’s risk appetite and time horizon. Drive sales quality and client satisfaction while...
A leading bank in the UAE seeks an experienced Investment Advisor to support clients in wealth management. The advisor will oversee client portfolios, provide investment guidance, and ensure compliance with regulatory standards while driving client satisfaction and sales. Candidates should have a Bachelor’s degree and 3-5 years of experience in wealth management or financial advisory. This...
Investment Advisor – Wealth & Priority Coverage Advisory
Role: Investment Advisor – Wealth & Priority Coverage Advisory
Location: Dubai
Role Purpose: This role involves collaborating with Relationship Managers (RMs) across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the...