Board Level Financial Adviser

Cygnify; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job summary

A multi-family office in Dubai seeks a Board Level Financial Adviser to influence strategic decisions and provide financial oversight. The role involves advising the Board on financial strategy, capital planning, and evaluating investment opportunities. The ideal candidate will have 15+ years of experience in banking and investment management, along with professional certifications. This position promises a significant impact in a lean senior structure, directly interacting with the Board and CEO.

Qualifications

• 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.

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.

Skills

Advanced financial and investment analysis

Capital markets and portfolio strategy

Risk governance and regulatory expertise

Strong communication and Board presentation skills

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

Role

Board Level Financial Adviser

Location

Dubai, UAE

Overview

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.

Key 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