Cross-boarder Financial Consultant
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Key skills for this role
About the Role
deVere Group seeks an experienced cross-border financial consultant with an existing client book in the GCC region to provide holistic financial planning, investment, and retirement advice.
Key Skills for This Role
Responsibilities
- Conduct market research
- Meet clients and complete holistic financial planning
- Build and maintain solid client relationships
- Implement wealth management strategies for clients
- Identify new business opportunities through networking and marketing
Requirements
- Fully qualified dip. Level 4 preferred
- Strong background in financial planning and finance
- Experience in retirement planning and consulting
- Experience of managing a substantial client book
- Knowledge of the investment industry and various investment products
- Excellent communication and interpersonal skills
- Strong analytical and problem solving skills
- Client focused approach to providing financial advice
- Commitment to ongoing education and self improvement
Full Job Posting
Company Overview
- deVere Group is one of the world's leading financial advisory organisations, providing high class, independent financial advice to expatriate clients and investors globally.
- With over $14 billion under management and more than 100,000 clients in over 100 countries.
- Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation.
Role Description
- This is a full time on site position for experienced cross border, international financial consultants with existing client books across the GCC region.
- The Financial Advisors day to day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.
- Our Financial Advisors build and manage their own client books, providing holistic financial advice and planning needs.
Responsibilities
- Conduct market research
- Meeting clients and completing holistic financial planning
- Building and maintaining solid client relationships
- Implementing Wealth Management strategies for your clients
- Identify new business opportunities
- Prospecting via Networking and Marketing
Qualifications
- Fully qualified dip. Level 4 preferred
- Strong background in financial planning and finance
- Experience in retirement planning and consulting
- Experience of Managing a substantial client book
- Knowledge of the investment industry and various investment products
- Excellent communication and interpersonal skills
- Strong analytical and problem solving skills
- Client focused approach to providing financial advice
- Commitment to ongoing education and self improvement
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