About the Role We’re seeking a dynamic and client-focused Financial Advisor . This role is ideal for someone who thrives in fast-paced financial markets, understands the unique needs of Dubai’s diverse clients, and can deliver tailored financial strategies with impact. You’ll work closely with our investment specialists, research analysts, and products team to craft wealth solutions for high-net-worth individuals and business owners. What You’ll Do Build and manage long-term client relationships with HNWIs, NRIs, and expats in the UAE Assess client needs, goals, and risk tolerance to deliver holistic financial plans Offer strategic advice on investment portfolios, insurance, estate planning, and tax optimization Present and implement bespoke solutions across asset classes—equities, fixed income, structured products, and offshore options Collaborate with internal teams to access curated investment products and research-backed insights Stay on top of market trends, regulatory changes, and global financial developments Ensure compliance with Dubai regulatory authorities and internal risk frameworks Requirements · Deep understanding of financial instruments, portfolio allocation, and risk profiling · Proficient in Microsoft excel modelling skills · Strong relationship management and communication skills · Proven track record of building and retaining HNWI relationships · Bachelor's degree in Finance, Economics, or a related field Why Join Us? Work with a boutique yet fast-growing wealth platform with a presence across India and the Middle East Access to exclusive investment opportunities, family office advisory, and digital-first tools High-impact role with entrepreneurial freedom and fast decision cycles Performance-driven incentives and international exposure
Job Title
Financial Advisor