JOB DESCRIPTION / ROLE
We are looking for enthusiastic individuals with a well-established career in the Wealth Management industry to join our team.
In this role, you will focus on acquiring and assisting clients on their journey towards financial freedom, covering a range of essential areas, including:
- Retirement Planning
- Education Planning
- Lump Sum Investments
- Passive Income Investments
- Real Estate Investments
- Tax Planning
- Estate Planning
This is a hands-on role that offers you the opportunity to build a successful and lucrative career. deVere Wealth Managers are supported with industry leading training on technical topics and financial solutions so they're well equipped to positively impact the lives of their clients.
If you have a proven track record in sales, enjoy building relationships, expanding your professional network, and developing your career, we would love to hear from you!
Salary:
AED
5,500 to 100,000
per month inclusive of fixed allowances.
Additional benefits: Highly competitive remuneration structure
REQUIREMENTS
- Proven experience in wealth management, financial advisory, or private banking, with a strong understanding of investment products, risk management, and financial planning strategies is highly preferred, along with CISI Level 4 or above.
- Strong client or professional network is essential, along with the ability to build and maintain relationships with high-net-worth clients, and a track record of achieving business growth and revenue targets.
- Excellent communication and interpersonal skills, with the ability to effectively articulate complex financial concepts and build trust with clients.
- Ability to work with a proactive and results-driven approach to client relationship management.
- High level of integrity, professionalism, and ethical conduct, with a commitment to upholding the highest standards of client service and compliance.
- Fluency in English is required. Additional language skills would be an advantage.
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.
