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Wealth Manager

deVere Group, Information Technology, United Arab Emirates

deVere Group is a leading financial advisory firm in the United Arab Emirates, dedicated to enhancing the financial wellbeing of our clients. Our mission is to provide sustainable and award-winning financial solutions while fostering a culture of continuous growth and development. We are currently seeking a talented Wealth Manager to join our dynamic team in Dubai.

As a Wealth Manager at deVere, you will have the opportunity to manage a diverse portfolio of high-net-worth individuals, providing personalized advisory services tailored to their specific needs. You will be responsible for building and nurturing strong client relationships, offering comprehensive wealth management solutions including investments, pensions, savings plans, insurance, estate planning, and fintech solutions.

Key responsibilities include conducting thorough client reviews to assess needs, staying updated on legislative requirements, and ensuring compliance with financial regulations. In addition to managing client portfolios, you will also be involved in general administrative duties as required. The ideal candidate will have a degree or equivalent experience in business, finance, economics, or management with proven sales acumen and experience in face-to-face client interactions.

At deVere Group, we offer a supportive culture that prioritizes career growth and development. With opportunities for further qualifications relevant to the industry, diverse career progression paths, competitive commission bonuses, comprehensive training programs, and top-notch technical support systems in place – joining our esteemed team promises an exciting and rewarding career opportunity for ambitious individuals ready for a new adventure in Dubai.

If you are passionate about growing your career in wealth management and eager to contribute to our continued success at deVere Group in Dubai, we invite you to apply now. This position is ideal for experienced professionals with a drive for targets and ambition who are looking for a challenging yet rewarding role within our reputable organization. Join us on this journey of growth and excellence as we continue to make a positive impact on the financial wellbeing of our clients.

Key Job Requirements:
  • - Degree or equivalent experience in business, finance, economics, or management.
  • - Proven sales acumen with experience in face-to-face client interactions.
  • - Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
Skills:
  • - Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
  • - Reliable, professional, and a team player with a track record of delivering top-quality service.
  • - Proven financial sales success with a drive for targets and ambition.
  • - Excellent communication and interpersonal skills.
  • - Knowledge of investment products and financial planning strategies.

Seniority Level: Managerial-Level

  • Mid-Senior level

Job Functions: Customer Support

  • Finance
  • Investment

Industries : Information Technology

  • Finance
  • Wealth Management

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