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Wealth Manager

1.00 to 10.00 Years   Dubai, United Arab Emirates   06 Feb, 2023
deVere Acuma
1 Jobs Openings
Job LocationDubai, United Arab Emirates
EducationBachelor's degree / higher diploma
SalaryNot Mentioned
IndustryFinancial Services; Investment, Securities & Funds; Banking
Functional AreaNot Mentioned

Job Description

Our Wealth Managers build and manage their own client books. Providing holistic financial advice and financial plans to their clients to help protect and grow their clients wealth.Qualifications

  • Must have CISI Level 4 Qualification
  • Experience in the sales or banking sector
  • Excellent verbal and written communication skills
  • Excellent networking skills
  • Excellent client/people management skills
Responsibilities
  • Conducting market research into the country, demographics, and clients? needs to ensure that every call adds value first.
  • Identify new business opportunities
  • Prospecting / Networking / Marketing
  • Meeting clients, attaining their financial circumstances and implementing wealth management strategies
  • Build and maintaining solid client relationships
  • Consistently exceed your quota by growing, retaining, and prospecting clients within your sales territory.
The deVere Group is one of the world?s leading independent financial consultancies and has been established since 2002. As part of deVere Group, deVere Acuma provides trusted, independent financial advice to expatriates and international investors based in Dubai.

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