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\xe2\x80\x99 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\xe2\x80\x99s 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.
Bayt
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