Wealth Management Consultant
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries.
Key Skills for This Role
Full Job Posting
Overview
About the Company
deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries.
With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group.
Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.
About the Role
This is a full-time on-site role for a Wealth Management Consultant located in Dubai.
The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.
Our Wealth managers build and manage their own client books, providing holistic financial advice and planning needs.
Responsibilities
- Conduct Market research
- Meeting clients and completing holistic financial planning
- Building and maintaining solid client relationships
- Implementing Wealth Management strategies for your clients
- Identify new business opportunities
- Prospecting via Networking and Marketing
Qualifications
- Qualified Investment Advisors required
- Strong background in financial planning and finance
- Experience in retirement planning and consulting
- Experience of Managing a substantial client book
- Knowledge of the investment industry and various investment products
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Client-focused approach to providing financial advice
- Commitment to ongoing education and self-improvement
- Bachelor's degree
- This is NOT a training role.
- You MUST have a proven track record with independent advisory to apply for this role.
- It DOES NOT suit anyone with an accounting or retail banking background.
Required Skills
Strong analytical and problem-solving skills, Excellent communication and interpersonal skills, Client-focused approach to providing financial advice.
Experience
in retirement planning and cross-boarder consulting, Knowledge of the investment industry and various investment products.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at deVere Group
Wealth Management Associate (Dubai)
Dubai, UAE
Are you ready to take the next step in your financial career? We are looking for a driven and ambitious individual to join our Dubai office , as a Wealth Management Associate. This is a unique opportunity to gain world-c
Wealth Management Associate (Dubai)
Dubai, UAE
Are you ready to take the next step in your financial career? We are looking for a driven and ambitious individual to join our Dubai office , as a Wealth Management Associate. This is a unique opportunity to gain world-c
Investment Banking Consultant
Dubai, UAE
Are you an entrepreneurial spirit looking to make a mark in a vibrant industry? We're on the hunt for an ambitious individual eager to grow and excel in their careers. The position and training starts in Malta in May 202