Financial Planning Expert

1 week ago


Dubai, Dubai, United Arab Emirates GATESOURCE HR LTD Full time
Job Description

We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Gatesource HR LTD. As a Wealth Manager, you will be responsible for providing expert advice and guidance to high net worth clients on their financial planning and wealth management needs.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their individual goals, risk tolerance, and financial situation.
  • Provide expert advice on investment products and services, including offshore and onshore investment vehicles.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
  • Collaborate with other professionals, such as lawyers and accountants, to provide a holistic approach to client service.
Requirements:
  • 5+ years of experience in wealth management or a related field.
  • Strong knowledge of various onshore and offshore investment vehicles, including RE5 qualification.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • A desire to succeed and progress professionally, with a keen interest in personal development and business optimization.
  • Integrity and honesty, with a strong commitment to delivering exceptional customer service.
Preferred Qualifications:
  • NQF 5 in Wealth Management.
  • Relevant degree in a related field.
What We Offer:
  • A comprehensive breakdown of remuneration package and benefits.
  • A dynamic and supportive work environment, with opportunities for professional growth and development.

Please note that only shortlisted candidates will be contacted. We are an equal opportunities employer and welcome applications from diverse candidates.



  • Dubai, Dubai, United Arab Emirates Kansas Trading, LLC Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at Kansas Trading, LLC.Key ResponsibilitiesFinancial Planning and Analysis: Develop and implement financial plans to drive business growth and profitability.Accounting and Financial Reporting: Prepare and review financial statements, reports, and analyses to ensure...


  • Dubai, Dubai, United Arab Emirates MatchaTalent Full time

    Job Description**Job Title:** Senior Financial Planning and Analysis Expert**Job Summary:** We are seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team at MatchaTalent. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business units.Key...


  • Dubai, Dubai, United Arab Emirates MatchaTalent Full time

    Job Description**Job Title:** Senior Financial Planning and Analysis Expert**Job Summary:** We are seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team at MatchaTalent. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business units.Key...


  • Dubai, Dubai, United Arab Emirates MatchaTalent Full time

    Job Description**Job Title:** Senior Financial Planning and Analysis Expert**Job Summary:** We are seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team at MatchaTalent. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business units.Key...


  • Dubai, Dubai, United Arab Emirates Robert Walters Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Expert to join our team at Robert Walters. As a key member of our finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain comprehensive financial models and forecasts to inform business decisionsProvide...

  • Financial Expert

    1 week ago


    Dubai, Dubai, United Arab Emirates Premier Choice Full time

    Premier Choice International is seeking a highly skilled and experienced Financial Expert to join our dynamic team in the UAE. The successful candidate will play a vital role in ensuring the accuracy and timeliness of our financial records.Key Responsibilities:Manage all aspects of the financial cycle, including accounts payable, accounts receivable, general...

  • Financial Expert

    1 week ago


    Dubai, Dubai, United Arab Emirates Salva Full time

    Salva-Group is seeking a highly skilled and experienced Financial Expert to join its team and contribute to the company's success.The ideal candidate will have a strong background in finance and be able to work effectively in a multidisciplinary environment.The Financial Expert's primary responsibilities will include:Conducting financial analysis and...

  • Financial Expert

    1 week ago


    Dubai, Dubai, United Arab Emirates Combuzz HR Solutions Full time

    We are seeking a highly skilled Financial Expert to join Combuzz HR Solutions in the UAE. The ideal candidate will have expertise in managing financial transactions, payroll, and reconciliation processes, along with hands-on experience using Zoho Books. The candidate should possess strong analytical skills, attention to detail, and a solid understanding of...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking an experienced Financial Planning Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...


  • Dubai, Dubai, United Arab Emirates Insight Global Full time

    About the Role:Insight Global is seeking a highly skilled Financial Planning Analyst to join our team. As a Financial Planning Analyst, you will play a critical role in supporting our business growth by providing financial analysis and planning expertise.Key Responsibilities:Financial Planning and Analysis: Develop and maintain financial models, forecasts,...


  • Dubai, Dubai, United Arab Emirates Robert Walters Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Advisor to join our team at Robert Walters. As a key member of our financial planning team, you will play a critical role in providing expert financial guidance to our clients.Key ResponsibilitiesFinancial Risk Management: Provide invaluable advice on financial risk to positively impact our...


  • Dubai, Dubai, United Arab Emirates Dubizzle Full time

    Job DescriptionAs a Financial Analyst at Dubizzle, you will play a crucial role in driving business growth and decision-making through data-driven insights and financial expertise.Key Responsibilities:Financial Planning and Analysis: Develop and maintain financial models, forecasts, and reports to support business strategy and decision-making.Business...


  • Dubai, Dubai, United Arab Emirates Robert Walters Full time

    About the Role:This is an exciting opportunity to join Robert Walters as a Financial Planning Analyst, where you will play a key role in driving the company's financial planning, forecasting, and budgeting processes.Key Responsibilities:Develop and maintain financial models and forecasts to inform business decisionsProvide commercial insights and analysis to...


  • Dubai, Dubai, United Arab Emirates Robert Walters Full time

    About the Role:This is an exciting opportunity to join Robert Walters as a Financial Planning Analyst, where you will play a key role in driving the company's financial planning, forecasting, and budgeting processes.Key Responsibilities:Develop and maintain financial models and forecasts to inform business decisionsProvide commercial insights and analysis to...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    About the Role:As a Financial Planner at Independent Resourcing Consultancy Ltd, you will be responsible for providing expert financial guidance to our clients. This is an exceptional opportunity to join a reputable and esteemed independent financial service firm in the UAE.Key Responsibilities:Conduct thorough financial portfolio reviews and provide...


  • Dubai, Dubai, United Arab Emirates dubizzle Full time

    Job DescriptionAs a Financial Analyst at dubizzle, you will play a critical role in driving business growth and decision-making through data-driven insights and financial analysis.Key Responsibilities:Financial Planning and Analysis: Develop and maintain financial models, forecasts, and reports to support business strategy and decision-making.Business...


  • Dubai, Dubai, United Arab Emirates dubizzle Full time

    Job DescriptionAs a Financial Analyst at dubizzle, you will play a critical role in driving business growth and decision-making through data-driven insights and financial analysis.Key Responsibilities:Financial Planning and Analysis: Develop and maintain financial models, forecasts, and reports to support business strategy and decision-making.Business...

  • Financial Expert

    1 week ago


    Dubai, Dubai, United Arab Emirates Chalhoub Group Full time

    About the RoleWe are seeking a highly skilled Accounting Professional to join our team at Chalhoub Group. As a key member of our finance team, you will play a critical role in ensuring the accuracy and integrity of our financial records.Key ResponsibilitiesPrepare and review financial statements, including balance sheets and income statements.Conduct...


  • Dubai, Dubai, United Arab Emirates Al-Futtaim Group Full time

    About Al-Futtaim GroupAl-Futtaim Group is a leading conglomerate with a rich history dating back to the 1930s. As a diversified business, we operate in various sectors, including automotive, financial services, real estate, retail, and healthcare. Our presence spans over 20 countries in the Middle East, Asia, and Africa, with a workforce of over 35,000...


  • Dubai, Dubai, United Arab Emirates Knight Frank Dubai Full time

    Position Overview:We are seeking a motivated and detail-oriented Financial Analyst to join our dynamic team. This role is essential for driving financial performance and supporting strategic decision-making within the organization.Key Responsibilities:Develop and maintain financial models to support business planning and forecasting.Analyze financial data...