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Private Wealth Management Specialist

deVere Group, Financial Services, United Arab Emirates

deVere Group, a premier independent digital private investment bank and asset management organization, is seeking Wealth Management Advisors to join our team in the United Arab Emirates. With a global presence and over $12bn under advice and administration, we specialize in offering professional financial advice to expatriate clients worldwide. Our commitment to excellence has earned us numerous awards within the industry, reflecting our dedication to growth and innovation.

We are looking for experienced Wealth Management Advisors with established client books who are eager to provide international financial products ranging from regular savings and bonds to cutting-edge digital investment solutions. As part of our team, you will have the opportunity to work with innovative products and technology while receiving ongoing training and development support to enhance your skills and advance your career. Our dynamic environment emphasizes inclusion, learning, collaboration, and offers a generous pay structure on all products.

Responsibilities for this role include providing personalized investment solutions tailored to each client's long-term financial goals, offering financial planning support, cultivating client relationships alongside investment professionals, preparing accurate financial plans, and advising clients on optimal financial solutions for their future plans. The ideal candidate will have at least 2 years of industry experience, a strong understanding of the investment business, excellent interpersonal skills, and proficiency in English (written and spoken).

If you are a proactive Wealth Management Advisor looking for an exciting opportunity to expand your international product portfolio offerings while working in a fast-paced environment that values collaboration and growth, we invite you to apply. This position is ideal for professionals experienced in International FinTech, Financial Services, Finance Sales Business Development, Structured Finance, or Pensions Products. Join us at deVere Group as we continue to lead the industry with our innovative approach towards wealth management!

Key Job Requirements:
  • 2+ years' of industry experience
  • Previous experience in financial services
  • Experience in providing investment advice
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Native or Business level English proficiency
Key Job Responsibilities:
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare accurate financial plans
  • Advise clients on suitable financial solutions
Skills:
  • Financial planning
  • Investment advice
  • Interpersonal communication
  • English proficiency
  • Client relationship management

Seniority Level: Early Career

Job Functions: Finance

  • Business Development
  • Sales

Industries : Financial Services

  • FinTech
  • Structured Finance

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