Board Level Financial Adviser

Cygnify Pte Ltd; Dubai; On-site; AED 400,000 - 600,000; Full time

Job summary

A multi-family office in Dubai is seeking a Board Level Financial Adviser to join their team. The successful candidate will provide strategic financial oversight and support to the Board and CEO, working within a lean senior structure. This role demands 15+ years of experience in banking, investment management, or corporate finance, alongside professional financial certifications. Responsibilities include advising on financial strategy and evaluating investment opportunities, in addition to leading advisory services for major transactions and regulatory compliance.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field.
• Professional certifications such as CFA, FRM, CPA, ACCA, CIMA, or CAIA required.
• 15+ years of experience in relevant financial sectors.

Responsibilities

• Advise the Board on financial strategy, capital planning, liquidity, and profitability.
• Evaluate investment portfolios, asset allocation, major transactions, and emerging opportunities.
• Provide oversight on investment platforms and structured products.

Skills

Advanced financial and investment analysis

Capital markets and portfolio strategy

Risk governance and regulatory expertise

Strong communication and Board presentation skills

High ethical standards, independence, and strategic judgment

Education

Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field

Professional certifications such as CFA, FRM, CPA, ACCA, CIMA, or CAIA

Job description

Overview

Role: Board Level Financial Adviser

Location: Dubai, UAE

This is an exceptional opportunity to join a multi-family office focused on managing a diversified portfolio across various jurisdictions. In this role, you will work directly with the Board and CEO in a lean senior structure, providing a high-visibility, high-impact platform to influence strategic decisions. The Adviser will support the Board through strategic financial oversight, investment evaluation, risk governance, and capital markets advisory. The role requires deep expertise in banking, asset management, M&A, and regulatory frameworks, with the ability to shape financial strategy and guide high-impact decisions.

Responsibilities

• Advise the Board on financial strategy, capital planning, liquidity, and profitability.
• Evaluate investment portfolios, asset allocation, major transactions, and emerging opportunities.
• Provide oversight on investment platforms, structured products, valuations, and due diligence.
• Lead advisory on M&A, capital raising, IPOs, sukuk/bonds, private placements, and strategic deals.
• Assess regulatory compliance, financial governance, risk controls, and market exposure.
• Contribute to financial centre development, investment policy frameworks, and performance dashboards.
• Advise on digital assets, tokenization, and relevant fintech/DeFi initiatives (where applicable).
• Support Board committees and review audit, risk, and regulatory reports.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field.
• Professional certifications such as CFA, FRM, CPA, ACCA, CIMA, or CAIA (one or more required).
• 15+ years of experience in banking, investment management, corporate finance, capital markets, or senior financial leadership roles.
• Proven Board-level exposure and strong regulatory understanding.

Core Competencies

• Advanced financial and investment analysis
• Capital markets and portfolio strategy
• Risk governance and regulatory expertise
• Strong communication and Board presentation skills
• High ethical standards, independence, and strategic judgment