Investment Advisor Role

22 hours ago


Abu Dhabi, Abu Dhabi, United Arab Emirates deVere Group Full time
Key Responsibilities
  1. Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.
  2. Identify and address personal and financial needs, delivering tailored wealth management solutions.
  3. Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
  4. Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.

You will also be responsible for staying updated with legislative, financial, and procedural requirements, and ensuring compliance.



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