Investment Advisor (Arabic Speaker)

About the role

Denara Group is looking for an experienced Investment Advisor who is a native Arabic speaker to join its hybrid team in Dubai. The advisor will guide high‑net‑worth clients on portfolio construction, tax considerations, and overall financial strategy, ensuring alignment with their risk tolerance and goals.

Key responsibilities

• Advise clients on initial portfolio allocation, focusing on ETFs and tailored to their financial objectives.
• Provide basic to intermediate tax planning advice while ensuring compliance with local regulations.
• Act as the first point of contact for new clients, managing onboarding and activation onto the platform.
• Monitor client portfolios, proactively offering recommendations during market shifts or high‑risk exposure.
• Maintain ongoing communication to address financial concerns and sustain long‑term client satisfaction.

Required profile

• Bachelor’s degree in Finance, Economics, or a related discipline.
• Background in asset management, wealth management, or investment advisory.
• Preferred certifications such as CFP.
• Minimum 8 years of relevant experience.
• Strong client‑focused communication skills.
• Basic to intermediate understanding of tax regulations.
• Native Arabic speaker.

Required skills

What we offer

• Hybrid work environment in a leading financial services firm.
• Opportunity to manage premium client relationships.
• Competitive compensation package.