Banking & Finance Consultant – Corporate Accounts, Mortgages & Mutual Funds

Job Overview

  • Date Posted
    July 9, 2026
  • Location
  • Expiration date
    October 9, 2026

Job Description

  • Anywhere

Job Description

Job Title: Banking & Finance Consultant – Corporate Accounts, Mortgages & Mutual Funds

Job Description: As a Banking and Finance Consultant at a specialist financial consultancy based in Dubai Healthcare City, you will promote and sell banking products such as corporate bank accounts, mortgages, mutual funds, and investment solutions — applying your UAE banking product knowledge to a client-facing financial consultancy role serving healthcare, corporate, and individual clients in Dubai.

Responsibilities:

  • Promote and sell banking products — corporate bank accounts, mortgages, mutual funds, and investment solutions
  • Apply UAE banking product knowledge to client-facing financial consultancy advisory across Dubai
  • Conduct client financial needs assessments and develop tailored banking and investment solution recommendations
  • Build and maintain strong client relationships through professional, transparent financial consultancy advisory
  • Manage the full banking product advisory cycle from initial client engagement through product delivery
  • Ensure all financial advisory activities comply with UAE banking regulations and product suitability requirements
  • Meet monthly and annual commercial targets for banking product placement and client acquisition
  • Build a strong referral network through exceptional financial consultancy service and professional advice

Qualifications Needed:

  • Proven banking and financial consultancy experience with UAE banking product knowledge
  • Strong understanding of corporate bank accounts, mortgages, mutual funds, and investment solutions
  • Excellent client-facing communication and relationship-building skills for financial consultancy advisory
  • Target-driven approach with genuine passion for helping clients achieve their financial goals
  • Arabic language skills strongly preferred for UAE and Dubai Healthcare City client engagement
  • UAE banking or financial services advisory experience required

What the Company Offers:

  • Banking and Finance Consultant role at Dhanguard LLC in Dubai Healthcare City
  • Corporate accounts, mortgages, mutual funds, and investment solutions advisory mandate for Dubai healthcare and corporate clients

Are you interested in this position? Apply by clicking on the “Apply Now” button below!

#LibertyloomJobs #FintechCareers #JobOpportunities #FinanceJobs #TechTalent #FintechRecruitment #CareerInFinance

To apply for this job email your details to info@libertyloomtalent.com