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- Tasks: Join our Dubai team as a Financial Advisor, building client relationships and providing tailored investment advice.
- Company: deVere is an award-winning company focused on enhancing clients' financial wellbeing and sustainable growth.
- Benefits: Enjoy competitive commissions, career progression, and comprehensive training in a dynamic environment.
- Why this job: This role offers personal growth, a supportive culture, and the chance to make a real impact.
- Qualifications: A degree in finance or related fields is preferred; strong sales skills and ambition are essential.
- Other info: Relocation to Dubai is required; full product training and industry-leading support provided.
The predicted salary is between 28800 - 48000 £ per year.
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.
- 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.
- 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.
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 tailor your approach and demonstrate your expertise 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, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your sales experience and how it relates to building client relationships. Be ready to share specific examples of how you've successfully managed client portfolios or provided tailored financial advice, as this will showcase your suitability for the role.
✨Tip Number 4
Familiarise yourself with the range of financial products and services mentioned in the job description. Understanding these offerings will allow you to speak confidently about how you can meet clients' needs and contribute to their financial wellbeing during interviews.
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've built client relationships or provided investment advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your willingness to relocate to Dubai and how your skills align with the company's mission of improving clients' financial wellbeing.
Showcase Relevant Skills: Highlight your sales acumen, analytical skills, and attention to detail. Provide examples of how you've successfully managed client portfolios or delivered tailored financial solutions in the past.
Research deVere Group: Familiarise yourself with deVere's values, services, and recent developments in the financial sector. 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 and its values. Understand their approach to wealth management and how they differentiate themselves in the market. This will help you align your answers with their mission and demonstrate your genuine interest.
✨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, showcasing your consultative approach.
✨Showcase Your Sales Acumen
As a Financial Advisor, strong sales skills are crucial. Be ready to discuss your previous sales experiences, particularly in financial services. Highlight any achievements or targets you've met, as this will illustrate your capability to build and manage a portfolio.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the training programmes available, the company culture, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
