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- Tasks: Build relationships with clients and provide tailored investment advice.
- Company: Join deVere, an award-winning company focused on financial wellbeing.
- Benefits: Enjoy competitive commissions, career progression, and training opportunities.
- Why this job: Be part of a supportive culture that prioritises your growth and success.
- Qualifications: A degree in finance or related field is preferred; sales experience is a plus.
- Other info: Relocation to Dubai required; full training provided.
The predicted salary is between 54000 - 84000 £ per year.
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This is an opportunity to be based in our Dubai office working with some of our TOP teams in the company. You must be willing to relocate to this location.
We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge. You will be trained up to hit the ground running and begin your new journey in the Wealth Management Services.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Advisors who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Skills Required
- Preferred degree or equivalent experience, within a business, finance, economics, or management-based subject.
- Strong Sales acumen and experience with clients face to face
- Service focused with strong numerical and analytical skills with close attention to detail.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Industry leading administration & Full compliance structures
- Best in the business Technical Department.
- IT & CRM Systems that match & lead the evolving industry.
- Full product training.
Please attach your CV when applying to this role.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Sales, Business Development, and Consulting
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Industries
Financial Services, Investment Banking, and Banking
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Financial Advisor - Dubai employer: deVere Group
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Dubai
✨Tip Number 1
Research the financial landscape in Dubai and understand the specific needs of clients in that region. Familiarising yourself with local investment opportunities and regulations will help you stand out during interviews.
✨Tip Number 2
Network with professionals already working in wealth management in Dubai. Attend industry events or join online forums to connect with potential colleagues and gain insights into the company culture at deVere.
✨Tip Number 3
Prepare to discuss your approach to building client relationships. Be ready to share examples of how you've successfully managed client portfolios and provided tailored advice in previous roles.
✨Tip Number 4
Showcase your ambition and drive for success during the interview process. Highlight any targets you've met or exceeded in past positions, as this aligns with the company's focus on performance and growth.
We think you need these skills to ace Financial Advisor - Dubai
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in wealth management. Emphasise any previous roles where you managed high net worth clients or provided investment advisory services.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of their holistic approach to client relationships and how your skills align with their needs.
Showcase Your Skills: Highlight your strong sales acumen, analytical skills, and attention to detail. Provide specific examples of how you've successfully built client relationships and delivered tailored financial solutions.
Research the Company: Familiarise yourself with deVere Group's values, culture, and recent developments in the financial services industry. This knowledge will help you demonstrate your genuine interest in the company during the application process.
How to prepare for a job interview at deVere Group
✨Research the Company
Before your interview, take some time to learn about deVere Group's values, mission, and recent achievements. Understanding their approach to wealth management will help you align your answers with their goals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client relationships. Prepare examples from your past experiences where you successfully managed client needs or resolved conflicts.
✨Showcase Your Sales Acumen
As a Financial Advisor, strong sales skills are crucial. Be ready to discuss your previous sales experiences, how you built client relationships, and any strategies you used to meet or exceed targets.
✨Demonstrate Your Analytical Skills
Highlight your numerical and analytical abilities during the interview. Discuss how you've used these skills in previous roles to assess financial situations and provide tailored advice to clients.
