Wealth Management Associate - Abu Dhabi
Wealth Management Associate - Abu Dhabi

Wealth Management Associate - Abu Dhabi

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support consultants in client acquisition and manage onboarding processes.
  • Company: Join a leading financial advisory firm with a global presence and over $10 billion under management.
  • Benefits: Experience life in Abu Dhabi with zero income tax and a vibrant lifestyle.
  • Why this job: Gain bespoke training, mentorship, and the chance to grow into a financial advisor role.
  • Qualifications: 1+ year of experience in Sales or Business Development; excellent communication skills required.
  • Other info: Must be willing to relocate to Abu Dhabi for this exciting opportunity.

The predicted salary is between 36000 - 60000 £ per year.

Get AI-powered advice on this job and more exclusive features.

THIS IS AN OVERSEAS POSITION FOR OUR OFFICE IN ABU DHABI, UAE. YOU MUST BE WILLING TO RELOCATE TO ABU DHABI FOR THIS ROLE.

Dreaming of a life in the UAE? Picture living in a dynamic city with year-round sunshine, zero income tax, and a lifestyle that blends luxury with adventure. If this excites you, this could be your perfect opportunity!

ABOUT US

We are a world-leading financial advisory organization with over 80,000 clients in more than 100 different countries – and in excess of $10 billion under advice and administration.

We are offering a truly exciting set of career prospects for highly driven individuals with a passion to succeed.

Our truly bespoke training programme provides ambitious individuals, who are new to the financial service arena, with the expertise to develop into a fully qualified financial advisor with internationally recognised qualifications.

During the training and development phase, you will experience all aspects of Wealth Advisory. Successful candidates will be representing and booking appointments on behalf of their Wealth Advisor, with clients based throughout Abu Dhabi.

THE POSITION

We need an energetic, exceptionally well-organised person to work directly with our Top Area Manager and Senior Advisors in Abu Dhabi, UAE. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role, you’ll have the option to be supported and trained to move into consulting yourself, expanding your career in financial services.

This is a fantastic role for someone with energy and motivation, it’s as diverse and challenging as it is rewarding. You’ll be working closely with your consultant every day, growing the number of clients your team looks after, winning new ones and sharing in their success.

CORE RESPONSIBILITIES

  1. You’ll support your consultant in bringing in new business by finding and contacting potential clients. Using our ideas and your own, you’ll use online resources to identify where the clients are and bring the skills to do this.
  2. You’ll create new referral networks and be given access to an existing network.
  3. You’ll set up digital marketing campaigns, work existing social media and set up new channels, and consistently identify ways to bring in new business to our firm with fast results.
  4. You’ll multitask spreadsheets, phone calls, bookings, digital marketing automation, manually filling in forms by hand and online, reporting emails and other responsibilities as needed.
  5. Once you’ve brought new potential clients into our community, you’ll take care of the essentials, booking meetings, following up and managing an extensive onboarding process.
  6. You’ll support your consultant as they deliver advice to clients, preparing documentation, and managing follow up of the process.
  7. The company has administration, compliance and support services in place. You’ll optimise them, and bring a fresh approach to client acquisition, process management and client ongoing support in the digital world.
  8. Your efforts will lead us to become a top performing team in the global organization and you’ll be rewarded accordingly.

OUR PERFECT MATCH

  1. You’re equally happy using the phone, on video conference or in person.
  2. You are an excellent communicator and enjoy networking and socialising.
  3. You have a strong track record in Sales, Business Development, Lead Generation or Tele-sales.
  4. You’re agile, quick, motivated by opportunity and hungry for success.
  5. You have lots of great ideas and a track record of bringing them to life.
  6. You love winning new clients and looking after them well.
  7. You’re loyal, energetic and quick thinking and can demonstrate integrity.
  8. You have at least 1 year of solid work experience.

Kindly attach your CV with the application to be considered.

Seniority level

Associate

Employment type

Full-time

Job function

Sales, Business Development, and Customer Service

Industries

Financial Services and Insurance

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Wealth Management Associate - Abu Dhabi employer: deVere Group

Join a world-leading financial advisory organization in the vibrant city of Abu Dhabi, where year-round sunshine and zero income tax create an unparalleled lifestyle. Our dynamic work culture fosters growth and mentorship, offering bespoke training programs that empower you to become a fully qualified financial advisor. With exciting career prospects and a supportive environment, this role is perfect for driven individuals eager to make a meaningful impact in the financial services industry.
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Contact Detail:

deVere Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Associate - Abu Dhabi

✨Tip Number 1

Familiarize yourself with the financial services landscape in Abu Dhabi. Understanding local market trends and client needs will give you an edge when discussing potential clients with your future team.

✨Tip Number 2

Network with professionals already working in the UAE's financial sector. Attend webinars or local events to build connections that could lead to referrals or insights about the role.

✨Tip Number 3

Brush up on your digital marketing skills, especially in social media and online client acquisition strategies. Being able to demonstrate your ability to generate leads through these channels will make you stand out.

✨Tip Number 4

Prepare to showcase your sales achievements and how you've successfully built client relationships in the past. Highlighting your experience in lead generation will resonate well with the hiring team.

We think you need these skills to ace Wealth Management Associate - Abu Dhabi

Excellent Communication Skills
Sales Experience
Business Development
Lead Generation
Tele-sales
Networking Skills
Digital Marketing
Social Media Management
Client Relationship Management
Multitasking Abilities
Organizational Skills
Problem-Solving Skills
Agility and Adaptability
Integrity and Loyalty
Motivation and Drive for Success

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in sales, business development, or lead generation. Emphasize any previous roles where you successfully acquired new clients or managed client relationships.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your motivation to succeed in a dynamic environment like Abu Dhabi. Mention specific skills that align with the responsibilities outlined in the job description.

Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples of how you've effectively communicated with clients or stakeholders in past positions. This could be through networking, presentations, or successful negotiations.

Highlight Your Adaptability: Given the fast-paced nature of the role, demonstrate your ability to adapt and thrive in changing environments. Share experiences where you successfully managed multiple tasks or adapted to new challenges.

How to prepare for a job interview at deVere Group

✨Show Your Passion for Wealth Management

Make sure to express your enthusiasm for the financial services industry and wealth management specifically. Share any relevant experiences or insights that demonstrate your commitment to helping clients achieve their financial goals.

✨Highlight Your Sales Experience

Since the role requires a strong background in sales, be prepared to discuss your previous achievements in lead generation, business development, or tele-sales. Use specific examples to illustrate how you successfully brought in new clients or expanded existing relationships.

✨Demonstrate Your Communication Skills

As an excellent communicator, you should showcase your ability to connect with clients through various channels. Practice articulating your thoughts clearly and confidently, whether in person, over the phone, or via video conference.

✨Prepare for Questions on Client Acquisition Strategies

Be ready to discuss your ideas for identifying and acquiring new clients. Think about innovative digital marketing strategies or networking approaches you could implement to help the team grow its client base in Abu Dhabi.

Wealth Management Associate - Abu Dhabi
deVere Group
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  • Wealth Management Associate - Abu Dhabi

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-03-14

  • D

    deVere Group

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