Wealth Manager

3 weeks ago

Dubai, Dubai, United Arab Emirates deVere Group Full time

Direct message the job poster from deVere Group

Recruitment Consultant at deVere for the UK, Europe, Africa & Latin America

Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Dubai office. If you are passionate about growing your career and are open to relocating to Dubai, this is your chance

At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.

Why Join Us?

  1. Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.
  2. Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.
  3. Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.

Key Responsibilities:

  1. Build and nurture a client base of high-net-worth individuals (B2C).
  2. Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.
  3. Identify and address personal and financial needs, delivering tailored wealth management solutions.
  4. Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
  5. Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.
  6. Stay updated with legislative, financial, and procedural requirements, and ensure compliance.
  7. Perform general administrative duties as required.

Skills and Experience:

  1. Degree or equivalent experience in business, finance, economics, or management.
  2. Proven sales acumen with experience in face-to-face client interactions.
  3. Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
  4. Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
  5. Reliable, professional, and a team player with a track record of delivering top-quality service.
  6. Proven financial sales success with a drive for targets and ambition.

Company Benefits:

  1. Opportunity to earn further chartered qualifications relevant to the industry.
  2. Diverse career opportunities and progression.
  3. Potential for transfers to different locations.
  4. Competitive commission bonuses with a transparent structure.
  5. Comprehensive individual and team training to support your development.
  6. Leading industry administration and compliance structures.
  7. Advanced IT & CRM systems and top-notch technical support.
  8. Full product training.

If you're excited by the prospect of a challenging and rewarding role and are ready for a new adventure in Dubai, apply now to join our esteemed team

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales, Finance, and Business Development

Industries

Financial Services and Insurance

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