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Experienced Wealth Manager

deVere Group, Finance, United Arab Emirates

deVere Group, a renowned financial advisory firm in the United Arab Emirates, is seeking an Experienced Wealth Manager to join our dynamic team in Abu Dhabi. Our company is committed to enhancing the financial well-being of our clients through sustainable and award-winning practices. We are dedicated to continued growth and are looking for passionate Wealth Managers who are eager to contribute to this journey.

Joining deVere means embarking on a career path filled with opportunities for growth and advancement. As a Wealth Manager, you will have the chance to manage a diverse portfolio while benefiting from extensive training programs tailored for your professional development. Our CEO, Nigel Green, champions ongoing career support, creating a culture that values your growth within the organization. By utilizing a consultative approach, you will be able to tailor personalized strategies that cater to the complex needs of our high-net-worth clients.

As an Experienced Wealth Manager at deVere, your key responsibilities will include building and nurturing a client base of high-net-worth individuals through personalized advisory services. You will be tasked with managing client portfolios, identifying their financial needs, and delivering bespoke wealth management solutions. Additionally, staying updated on legislative requirements and ensuring compliance will be crucial aspects of your role. Your ability to offer a full range of solutions including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions will be essential in providing top-quality service.

To excel in this role, we require candidates with a degree or equivalent experience in business, finance, economics or management. Proven sales acumen coupled with strong numerical and analytical skills are highly valued. Experience in managing high-net-worth clients along with knowledge of investments, offshore solutions, and pension plans is essential. If you possess UK qualifications and have a track record of delivering exceptional service while meeting targets with ambition – we encourage you to apply now.

At deVere Group, we offer competitive commission bonuses with transparent structures along with diverse career opportunities for progression within the organization. Join us today for an exciting and rewarding role that promises new adventures in the UAE! Apply now if you are ready to elevate your career as an Experienced Wealth Manager at deVere Group's esteemed team in Abu Dhabi.

Key Job Requirements:
  • Degree in business, finance, economics, or management
  • Experience managing high-net-worth clients
  • Proven financial sales success
  • Proven sales acumen
  • Strong service focus
  • Reliable and professional
Key Job Responsibilities:
  • Build and nurture a client base of high-net-worth individuals (B2C)
  • Manage and support client portfolios with personalized advisory services
  • Identify and address personal and financial needs for clients
  • Stay updated with legislative, financial, and procedural requirements
Skills:
  • Sales acumen
  • Financial analysis
  • Attention to detail
  • Client relationship management
  • Compliance management

Seniority Level: Experienced Wealth Manager

Job Functions: Finance

  • Sales
  • Client Relationship Management

Industries : Finance

  • Investments
  • Insurance

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