Wealth Manager

United Arab Emirates, United Arab Emirates

Job Description

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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Job Detail

  • Job Id
    JD1500721
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    United Arab Emirates, United Arab Emirates
  • Education
    Not mentioned