Independent Financial Advisors

deVere Acuma

Australia

Ref: NP895-05

Job description / Role

Employment: Full Time

deVere Group is one of the world's largest independent international financial advisory organisations. Established in 2002, we now have more than 80,000 clients in over 100 different countries, and in excess of $10 billion under advice and administration.

Our overarching objective is to help our clients create, grow and safeguard their wealth in the competitive international marketplace by offering them trusted, independent financial advice, provided by our highly trained and industry-qualified financial advisers.

Role Summary:
- With knowledge and exposure in the overall Sales, Relationship Management and Financial Wealth Management functions you will be responsible for direct client management. With access to world-class products from the likes of JP Morgan, Morgan Stanley and Goldman Sachs, you will provide comprehensive solutions to your clients by advising them on the best-suited tailored products as per their financial requirements.
- Establish and maintain strong relationships primarily with newly generated clients, Brokers and International providers. Initiate, formulate, and implement suitable Financial Product Plans and guidelines for clients to assist in the growth of the business with the aim to provide operational and service delivery to achieved prescribed levels of customer satisfaction.
- Maintaining an active, strong network of product providers who are able to assist our clients in providing competitive products and service delivery to deVeres client base. Provide comprehensive wealth management advisory to our established international client base.
- Keeping up to date with the current market and laws whilst working closely with your clients. Identifying sales opportunities in new markets, designing & developing marketing strategies that are tailored to benefit the local markets, while staying true to the deVere Group global brand.
- Analysing information and preparing plans best suited to individual clients' requirements; Researching the marketplace and providing clients with information on new and existing products and services. Designing financial advisory strategies and assisting clients to make informed decisions Negotiating with product suppliers for the best possible rates.

Requirements

- Expatriates seeking to relocate worldwide.
- Strong negotiation skills. Persuasive with facts and details. Excellent interpersonal skills.
- Demonstrated commitment to high professional ethical standards in a diverse workplace. Focused and collaborative work style with a commitment to achieve goals.
- Transferrable Skills: Sales Management, Client Management, Relationship Management, and Customer Care.

What does deVere offer?
- The opportunity to work in over 70+ offices worldwide.
- Comprehensive Internal training at our Administrations office in Malta. This course upon completion holds internationally recognised qualifications. (CISI) to RO Level 4
- Back office support and access to institutional training teams.
- World-class products from the likes of JP Morgan, Morgan Stanley, Goldman Sachs, RBS, Barclarys and FP.
- Unrivaled career progression opportunities. At deVere Group, we pride ourselves on our promotion systems from within. Our Management teams are based on our Sales Advisors.
- Incentives for our top advisers, recent examples include trips to Las Vegas, South Africa and the Red Bull Racing Ring.
- High Tier Commission Incentive + Monthly Retainer (Dependent on Location)

About the Company

deVere Acuma is part of the deVere Group, one of the world’s largest independent financial consultancies.

As part of the world’s leading independent financial consultancy, deVere Group, deVere Acuma provides trusted, independent financial advice to expatriates and international investors based in the Middle East.

We offer various financial planning solutions in Dubai and Abu Dhabi to cater for your personal financial security. Whether you would like to plan for a safe and secure retirement or you would like to start a savings plan to pay for your children’s future education fees, deVere Acuma has a broad range of bespoke financial solutions to help.

Furthermore, our team of financial advisors fully understand that each client is different, with their own unique set of circumstances. For this reason, once you have become a client, we will provide you with your own financial advisor who you can regularly meet to discuss your needs on a one-to-one basis.

No matter how diverse your financial goals and portfolios are, we are here to ensure that you achieve the growth and protection you deserve.

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