Overview
Financial Advisor Jobs in Dubai at deVere Group
Title: Financial Advisor
Company: deVere Group
Location: Dubai
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business.
Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. We have offices in many locations internationally, and should you wish to experience a different working environment there is an opportunity to transfer to another of our successful locations which will be fully supported.
If you are looking to move from the Banking, Insurance and FX sectors this could be the move you are looking for. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company with over 20 years of experience in the international financial markets, who are continuing to expand and looking for individuals who assist in our future development.
Key Accountables:
Build and develop a bank of wealth management clients (B2C only).
Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
Deliver needs-based solutions through effective communication and influencing.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs.
Advise on a full range of products and services. Providing individualised advice on personal wealth across: Lump Sum Investments | Fixed-Income Products | Global Funds, including Equity, VC, ESG | Regular Savings Plans | Portfolio Bonds | International Pension Planning | Fintech
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Experience Required
Service focused with strong numerical and analytical skills with close attention to detail.
Financial planning qualifiedor aspire to achieve this.
Previous experience in advising high net worth clients is required.
An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
A trustworthy, financially sound, professional team player that has a passion to deliver top quality service.
Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
A proven track record in financial planning.
Have ambition, hunger for success and be driven by targets.
Company Benefits
Opportunity for further qualifications relevant to the industry.
Multitude of career opportunities and progression including management/leaders’ roles.
Opportunity to transfer to different l…
