High Net Worth Portfolio Manager

5 days ago


Dubai, Dubai, United Arab Emirates deVere Group Full time
Job Overview

We are seeking a skilled and experienced Financial Solutions Consultant to join our team at deVere Group.

The ideal candidate will have a strong background in finance, economics, or management, with proven sales acumen and exceptional numerical, analytical, and attention-to-detail skills.

This is an excellent opportunity for a career-driven individual to elevate their professional development while contributing to the growth of our esteemed organization.

Key Responsibilities:
  1. Client Relationship Management: Build and nurture a client base of high-net-worth individuals, delivering personalized advisory services and developing strong, trusting relationships.
  2. Portfolio Management: Manage and support client portfolios, conducting comprehensive reviews to assess client needs and providing bespoke financial strategies.
  3. Business Development: Identify new business opportunities, expanding our client base through face-to-face interactions and tailored wealth management solutions.
  4. Compliance and Risk Management: Stay updated with legislative, financial, and procedural requirements, ensuring compliance and mitigating potential risks.
Requirements:
  • Degree or equivalent experience in finance, economics, or management.
  • Proven sales acumen with experience in face-to-face client interactions.
  • Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
  • Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
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.


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