Financial Advisor (Cross-boarder markets)
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
deVere Group seeks a Financial Advisor for cross-border markets in Dubai to provide holistic financial planning and wealth management to expatriate clients. The role involves building and managing a client book, conducting market research, and implementing investment strategies.
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
- Prospect via networking and marketing
Requirements
- Qualified Investment Advisor required
- 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
- Bachelor's degree
- Proven track record with cross border independent advisory
- This is NOT a training role
Full Job Posting
About the Company
- deVere Group is one of the world's leading financial advisory organisations, providing high class, independent financial advice to expatriate clients and investors globally.
- Over $14 billion under management and more than 100,000 clients in over 100 countries.
- Established in 2002 by CEO and founder Nigel Green.
About the Role
- This is a full time on site role for a Wealth Management Consultant located in Dubai.
- The Wealth Management Consultant's day to day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.
- Our Wealth managers 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
- Qualified Investment Advisors required
- 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
- Bachelor's degree
- This is NOT a training role.
- You MUST have a proven track record with cross boarder independent advisory to apply for this role.
Required Skills
- Strong analytical and problem solving skills
- Excellent communication and interpersonal skills
- Client focused approach to providing financial advice.
Preferred Skills
- Experience in retirement planning and cross boarder consulting
- Knowledge of the investment industry and various investment products.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at deVere Group
Business Development Associate - Training Academy
Abu Dhabi Emirate, UAE
deVere Group is selecting high potential trainees for a Business Development Associate programme starting with an onboarding course in their Training Academy. The programme covers international financial advisory, asset
Cross-boarder Financial Consultant
Dubai, UAE
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. The role requires a fully qual
Wealth Management Consultant
Dubai, UAE
deVere Group seeks a Wealth Management Consultant for a full-time on-site role in Dubai. The consultant will provide financial planning, retirement planning, and investment services, build and manage a client book, and i
Wealth Management Associate (Dubai)
Dubai, UAE
deVere Group seeks a driven Wealth Management Associate for its Dubai office. This role offers a fast-track pathway to becoming a qualified Financial Advisor with comprehensive training and mentorship. Ideal candidates h
Wealth Management Associate (Dubai)
Dubai, UAE
Are you ready to take the next step in your financial career? We are looking for a driven and ambitious individual to join our Dubai office , as a Wealth Management Associate. This is a unique opportunity to gain world-c
Investment Banking Consultant
Dubai, UAE
Are you an entrepreneurial spirit looking to make a mark in a vibrant industry? We're on the hunt for an ambitious individual eager to grow and excel in their careers. The position and training starts in Malta in May 202
Business Development Associate - Training Academy
Abu Dhabi Emirate, UAE
Cross-boarder Financial Consultant
Dubai, UAE
Wealth Management Consultant
Dubai, UAE
Wealth Management Associate (Dubai)
Dubai, UAE
Wealth Management Associate (Dubai)
Dubai, UAE
Investment Banking Consultant
Dubai, UAE