| Job Location | Dubai |
| Education | High School or Equivalent |
| Salary | Not Mentioned |
| Industry | Banking /Accounting /Financial Services |
| Functional Area | Not Mentioned |
If you are looking to move from the Banking, Insurance and FX sectors this could be the move you are looking for. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company with over 20 years of experience in the international financial markets, who are continuing to expand and looking for individuals who assist in our future development.Key Accountables: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. Analyse markets globally and the clients situation to pick the correct products and services for those clients needs. Advise on a full range of products and services. Providing individualised advice on personal wealth across: Lump Sum Investments | Fixed-Income Products | Global Funds, including Equity, VC, ESG | Regular Savings Plans | Portfolio Bonds | International Pension Planning | Fintech Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Keyskills :
Sales ManagerFinancial AdvisorBankingBanking SalesBrokersBusiness Development Manager
Founded in 2002 and now comprising of 97 different legal entities globally, deVere provides a broad range of Financial Services including Wealth Management Advice, Investment Banking, Retail Banking, Asset Management and Fintech apps.
© 2023 HireeJobsGulf All Rights Reserved
