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Location:
Umm al Quwain
Category:
Financial Planning

Workable
Investment Advisor
We are seeking an experienced Investment Advisor for our client, a prominent Asset Management Firm in Dubai. The incumbent will support the CIO and Relationship Managers (RMs) in constructing client investment portfolios aligned with each client’s risk profile, leveraging available products and asset allocation models.
Key Responsibilities:
Primarily responsible for portfolio proposals, asset allocation/construction, periodic reviews, and rebalancing.
Perform ongoing monitoring of existing portfolios and investments, ensuring portfolios are aligned with high-level strategy, objectives, and goals.
Assist Relationship Managers in attracting new assets under management and understanding new investment products.
Coordinate execution of trades with custodian banks, brokers, fund houses, and partners.
Keep track of developments in the global macro environment, financial markets, and emerging trends to provide high-quality advice.
Support the CIO with investment research, focused lists, and market updates.
Ensure all advisory and discretionary trades are executed in line with internal investment policy guidelines.
Ensure compliance with internal and external regulatory requirements.
Education and Experience Requirements:
CFA Charterholder and Bachelor’s degree in Economics, Finance, or Business Management.
Strong understanding of global markets and in-depth knowledge of various asset classes/products (Equities, Bonds, Funds, Structured Products, FX & Commodities), investment management strategies, portfolio construction, monitoring, and rebalancing techniques.
Minimum 5 years of experience in Wealth Management, Private Banking, or Asset Management in an investment advisory function.
Excellent knowledge of and experience with Bloomberg.
Proficiency in PowerPoint presentation skills and Excel analytical functions.
Skills & Attributes:
Strategic thinker with a solid foundation in investment management strategies, portfolio construction, and rebalancing techniques.
Exceptional analytical and research abilities, able to stay current with market trends and global economic shifts.
Excellent communication skills, with the ability to present complex financial concepts clearly.
Detail-oriented with strong organizational skills to manage multiple portfolios and ensure compliance.

Dubai - United Arab Emirates
Negotiable Salary

Workable
Private Wealth Manager
Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:
Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
Manage client relationships, new client acquisition, and client retention.
Collaborate with investment professionals to propose and execute tailored solutions.
Address client inquiries and oversee daily account operations.
Provide regular market updates, portfolio performance reports, and investment opportunities.
Periodic travel to coverage regions for relationship development.
Assist in creating presentations, proposals, and promotional materials.
Track clients, AUM, and revenues using internal systems.
Ensure compliance, operational, and due diligence requirements are met.
Oversee private client relationships and manage investment portfolios.
Collaborate on client sponsorship and KYC procedures..
Requirements
Minimum 5 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
Strong English & Arabic language skills.
Proven track record in investment sales and relationship management.
Familiarity with local regulatory policies and financial markets.
Appropriate local regulatory qualification

Dubai - United Arab Emirates
Negotiable Salary

Workable
Senior Private Wealth Manager - Boutique Asset Manager
Our client is a highly regarded, DIFC-based Asset Manager with a strong track record of advising UHNW individuals, family offices, and select institutional clients across the GCC and beyond. With a disciplined investment approach and a bespoke advisory model, they offer clients access to both traditional and alternative strategies via an open architecture platform.
As part of their selective growth strategy, they are looking to appoint a Senior Private Wealth Manager to join their Dubai office.
Key Responsibilities:
Manage and grow a portfolio of UHNW and institutional clients
Deliver tailored investment solutions across global markets
Maintain the highest standards of client servicing and advisory under DFSA regulations
Work collaboratively with internal teams (investment, legal, compliance, and operations) to ensure seamless client experience
Requirements
Minimum 10 years’ experience in private banking or external asset management
Proven ability to originate and manage relationships with UHNW and/or institutional clients
An existing, portable book of business is strongly preferred
Entrepreneurial mindset, with an interest in working within a nimble, independent platform

Dubai - United Arab Emirates
Negotiable Salary

Workable
Financial Coach (UAE)
Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Coach, where you’ll help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals—all from the comfort of your own workspace.
This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial guidance.
Why Join Us?
As a member of our team, you’ll collaborate with other finance professionals to offer clients expert financial coaching, sound planning, and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity.
What You’ll Do
Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations
Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals
Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations
Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home
Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching
Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals
Why You’ll Love This Role
Flexible hours and remote work from anywhere
Opportunity to make a real impact in clients’ lives by helping them achieve financial security
Collaborative, mission-driven environment with other finance professionals
Freedom to innovate and share your expertise on a growing virtual platform
If you’re a dedicated Financial Coach eager to guide clients toward financial success, apply today to join us in delivering trusted financial coaching and planning to clients worldwide.
Requirements
Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
Education: Bachelor’s degree in Finance or a related field
Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills
Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
Tech-Savvy: Proficiency with database systems and strong PC skills

Dubai - United Arab Emirates
Negotiable Salary

Workable
Senior Private Wealth Manager
Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:
Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
Manage client relationships, new client acquisition, and client retention.
Collaborate with investment professionals to propose and execute tailored solutions.
Address client inquiries and oversee daily account operations.
Provide regular market updates, portfolio performance reports, and investment opportunities.
Periodic travel to coverage regions for relationship development.
Assist in creating presentations, proposals, and promotional materials.
Track clients, AUM, and revenues using internal systems.
Ensure compliance, operational, and due diligence requirements are met.
Oversee private client relationships and manage investment portfolios.
Collaborate on client sponsorship and KYC procedures.
Supervise and train junior staff members.
Requirements
Minimum 10 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
Strong English language skills.
Proven track record in investment sales and relationship management.
Familiarity with local regulatory policies and financial markets.
Appropriate local regulatory qualifications.

Dubai - United Arab Emirates
Negotiable Salary

Workable
Personal Financial Manager
AHS, a respected real estate organization, is seeking a highly skilled and experienced Personal Financial Manager to oversee and manage the personal financial affairs of our Founder CEO. The ideal candidate will be responsible for providing comprehensive financial planning, overseeing personal investments, handling personal cash flows and delivering strategic financial advice to ensure the financial well-being and growth of the Founder CEO’s personal assets.
Responsibilities
Financial Planning and Advisory:
Prepare detailed financial reports, including cash flow forecasts, budget planning, and expense tracking.
Advise the promoter on tax optimization strategies, legal compliance, and financial risk management.
Financial Reporting and Documentation:
Maintain accurate and up-to-date financial records and documentation.
Prepare and present regular financial reports, highlighting key insights and recommendations.
Conduct regular reviews of personal financial statements and net worth analysis.
Liaison with Private Bankers, Legal and Tax Advisors:
Act as the primary point of contact with banks and financial institutions for all personal financial matters.
Manage banking transactions, including deposits, withdrawals, credit facilities, and loan negotiations.
Ensure compliance with banking requirements and maintain good relationships with key banking contacts.
Coordinate with external advisors, including legal counsel, tax consultants, and wealth managers, to ensure compliance and optimize financial planning.
Asset Management:
Maintain a detailed record of personal assets, including real estate, luxury assets, investments, and other properties.
Oversee property management, tax optimization, and asset maintenance.
Risk Management:
Identify potential financial risks and develop strategies to mitigate them.
Oversee insurance policies and ensure adequate coverage for the Founder CEO’s assets.
Relationship Management:
Build and maintain strong, trust-based relationships with the Founder CEO.
Serve as the primary point of contact for all personal financial matters.
Provide exceptional service and support, addressing any financial concerns or inquiries promptly.
Requirements
Bachelor’s degree in Finance, Accounting, Business Administration, Commerce, or a related field.
Professional certification such as CA, CPA, or CFA will be considered as an advantage.
Minimum of 5 years of experience working in personal/family office, or a similar role.
Proven experience in dealing directly with high-net-worth individuals (HNWIs).
Excellent interpersonal, communication and negotiation skills.
Strong analytical skills with attention to detail.
Problem-solving mindset with the ability to work independently.
Proficiency in financial management software and MS Office Suite.
High integrity and discretion in handling confidential financial information.
Benefits
Why Join AHS?
Innovative Environment: Be part of a forward-thinking company that embraces innovation and creativity in the luxury real estate market.
Career Advancement: Enjoy opportunities for professional growth and development, with a clear path for career progression.
Collaborative Culture: Join a team-oriented environment where collaboration and mutual support are highly
Competitive Compensation: Receive a competitive salary and benefits package that rewards your hard work and dedication.
Work-Life Balance: Enjoy a supportive work environment that values work-life balance and employee well-being.
Please Note: Due to the high volume of applications we receive, only shortlisted candidates will be contacted. We appreciate your understanding.

Dubai - United Arab Emirates
Negotiable Salary
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