indeed
Experienced Investment Consultant
deVere London
Dubai, UAE
Full Time
Senior
Onsite
AED 386,000/month
3 weeks ago
Financial AdvisoryWealth ManagementClient AcquisitionPortfolio ManagementInvestment ProductsCRM
Free
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Financial AdvisoryWealth ManagementClient Acquisition
About the Role
deVere London is recruiting experienced Financial Advisors to join a leading wealth management consultancy. The role involves advising expatriate clients, managing a private client book, and working from offices in global cities.
Key Skills for This Role
Financial AdvisoryWealth ManagementClient AcquisitionPortfolio ManagementInvestment ProductsCRM
Responsibilities
- Advise clients on investment opportunities
- Build and maintain a portfolio of clients
- Acquire new clients and onboard them
- Manage client relationships and provide financial advice
Requirements
- Minimum of 5 years private/personal financial advisory experience in building and maintaining your own portfolio
- Experience with expatriate clients
- European market experience preferable
- Private client book with transferable funds
- Minimum AuM $3m private client book that you will be able to bring with you
Full Job Posting
Job Overview
- We are recruiting experienced Financial Advisors who are looking to join a forward thinking, industry leading Wealth Management Consultancy with licenses to operate across the global regions.
- The deVere Group of Companies are the world’s premier wealth tech and advice organization.
- This is an opportunity to work from one of our offices across the most beautiful cities globally.
What does the ideal person look like?
- Minimum of 5 years private/personal financial advisory experience in building and maintaining your own portfolio
- Experience with expatriate clients
- European market experience preferable
- Private client book with transferable funds
- Minimum AuM $3m private client book that you will be able to bring with you
What do we offer?
- A generous pay structure on all products, with a weekly pay run
- Defined career progression
- World class training platform and CPD support
- Fantastic, fast paced working environment
- Dedicated Administration and Compliance support
- Bespoke CRM
- Access to exclusive financial products, along with full product training
Pay
- From AED 386,000.00 per year
Work Location
- In person
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