Job Description

HomeJoin Our Team

Contact us

Investment Advisor (Arabic Speaker)

UAE

Hybrid

Role Overview

‍

We are seeking financial advisors to join our team, focusing on assisting clients with portfolio allocation, tax planning, and overall financial strategy. Advisors will work closely with clients to ensure their portfolios align with their risk tolerance and financial goals. The role includes onboarding new clients, providing ongoing advice, and maintaining strong client relationships.

‍

Key Responsibilities

Portfolio Allocation:

Advise clients on initial portfolio allocation, primarily focusing on ETFs and aligning with their financial goals and risk tolerance.

‍

Tax Planning

Provide clients with basic to intermediate tax advice, leveraging a comprehensive knowledge base, and ensure compliance with local regulations.

‍

Client Onboarding & Activation

Act as the first point of contact for new clients, guiding them through the onboarding process and ensuring a smooth transition into our platform.

‍

Proactive Client Management

Monitor client portfolios and proactively reach out with recommendations, especially in cases of high-risk exposure or significant market changes.
Offer personalized advice to clients subscribed to our premium services.

‍

Relationship Management

Maintain ongoing communication with clients, addressing their financial concerns and ensuring long-term satisfaction.

‍

Qualifications

Bachelor's degree in Finance, Economics, or a related field.
Background in Asset Management, Wealth Management, or Investment Advisory.
Certifications such as CFP (Certified Financial Planner) are preferred.
8+ years of experience in financial advising, wealth management, or a related field.
Strong communication skills with a client-focused approach.
Basic to intermediate understanding of tax regulations.
Native Arabic speaker.

‍

Ideal Candidate

Adept at balancing technical financial knowledge with strong interpersonal skills.
Proactive in managing client relationships and providing timely, relevant advice.
Speak Arabic language (Native).

First nameLast nameEmailResume/CV

Drop files here

Powered by Uploadcare

0 files selected

No files selected

Drop files here

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Can't find a role that fits you

Drop us your CV at [HIDDEN TEXT]

Denara Group

Incorporated in ADGM

CUSP Ltd.

Incorporated in DIFC

Gate District 04, Level 06, Office17, Dubai International Financial Centre (DIFC), Dubai, United Arab Emirates

HomeJOIN OUR TEAMCONTACT US

Work With Us

[HIDDEN TEXT]

[HIDDEN TEXT]

Get In Touch

[HIDDEN TEXT]

Find us on LinkedIn

External Office 112, Floor 22, Office 2206, SkyTower, Al Reem Island, Abu Dhabi, United Arab Emirates

Floor 6, office 603, Icon Tower, Barsha Heights, Dubai, United Arab Emirates

Copyright © 2026 Denara Group. All rights reserved.

Privacy and Cookie policyTerms and Conditions

Created by Digitality agency

Job Details

Role Level: Not Applicable Work Type: Full-Time Country: United Arab Emirates City: Dubai Company Website: https://www.denaragroup.com/ Job Function: Investment & Treasury Company Industry/

Sector: Other

What We Offer

About The Company

Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.

Report

Disclaimer: talentmate.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at [HIDDEN TEXT].

Investment Advisor Arabic Speaker