202 Financial Advisor jobs in the United Arab Emirates
Financial Advisor Dubai
Posted today
Job Viewed
Job Description
Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals.
As a Financial Advisor, you will prospect for potential clients, understand their financial requirements, recommend suitable financial products, and build long-term relationships with them. The ideal candidate should possess a self-driven, persistent personality and a passion for making a meaningful impact on clients’ lives.
The successful candidate must have a minimum of three years of experience in wealth management or financial advisory without any record of client dissatisfaction or regulatory sanctions. Additionally, they should hold a level 4 qualification or equivalent in financial services. They should have passed the Series 65 examination in the US and managed assets under management (AUM) of at least $12 million.
Candidates should have a proven track record in client relationship management and acquisition and a self-motivated, dynamic personality with the ability to work independently. A relevant degree in client counselling, such as economics, financial planning, or investment analysis, would also be beneficial.
The role offers a competitive, rewards-based package, including a salary, full office and administration support, and further career opportunities. With scope to earn more, typical first-year earnings range from $50,000 to 300,000. Successful applicants will receive dedicated training from qualified and experienced professionals to ensure they reach their full potential.
If you are passionate about helping clients achieve their financial goals, please apply now to take the first step in your exciting new career as a Financial Advisor in Dubai.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrIndependent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBe The First To Know
About the latest Financial advisor Jobs in United Arab Emirates !
Independent Financial Advisor
Posted today
Job Viewed
Job Description
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
You must have your own network and/or client book to apply for this role
Seniority level- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at deVere Group by 2x
Get notified about new Financial Advisor jobs in United Arab Emirates.
Solution Architect – Blockchain Security & Threat Monitoring - BCFWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCorporate Financial Advisor
Posted today
Job Viewed
Job Description
Join to apply for the Corporate Financial Advisor role at ORO24 Developments.
The ideal candidate will have:
- Bachelor’s degree in finance, Accounting, Business Administration, or a related field
- 5-7 years of experience
- MBA or advanced degree preferred
- Relevant certifications such as CFA or CPA highly desirable
The Corporate Financial Advisor is responsible for guiding companies through the process of going public. The ideal candidate will have extensive experience in financial planning, capital markets, and regulatory compliance to help navigate the complexities of a public listing.
Seniority level- Mid-Senior level
- Full-time
- Finance and Sales
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Job Description
Board Advisors provide an excellent solution for ambitious businesses looking for growth,
profitability and stability.
Increasing numbers of senior level people are turning to a portfolio career, seeking to have
more control over their lives and freedom from life within a large corporate environment.
Expansion
Our aim is to continue increasing our market penetration throughout the world and
therefore, we seek ambitious individuals capable of growing with us as Master Licensees in different countries.
Our Business
We operate within the Scale-Up marketplace servicing companies that ideally have between
10 and 1000 staff and likely $2m - $100m turnover although we do mentor some smaller
businesses.
We work directly with the business owners as part of the Board team on a long-
term, on-going basis. We also work with VCs, PEs and Funds with their portfolio companies as well as family businesses. Typically, this takes the form of working within each business between 1-10 days a month.
Our approach is to provide the highest quality Board Advisor skill set, with a strong emphasis on strategic and commercial skills, and to pro-actively engage with business owners to deliver terrific value.
We are sector agnostic and provide Director-level expert skills in finance, marketing, sales, IT, HR and Managing. We also supply Non-Executive Directors, Chairs, Mentors and Coaches.
What are the benefits?
Here are some benefits of a Master License arrangement for a licensee of Boardroom Advisors :
- Reduced Risk : One of the primary benefits of a master license arrangement for a licensee is reduced risk. The licensee can leverage Boardroom Advisors’ brand reputation, established systems and processes, and marketing support to enter a new market with confidence. This can significantly reduce the risk of failure and financial loss.
- Access to established systems and processes : Another benefit is access to established systems and processes. The licensee can benefit from Boardroom Advisors’ proven business model, operational procedures, and best practices. This can help the licensee to avoid common mistakes and pitfalls and to operate more efficiently.
- Access to Intellectual Property : The licensee can gain access to Boardroom Advisors’ intellectual property, including trademarks and proprietary technologies. This can give the licensee a competitive advantage in the market and enable the development of new products and services.
- Training and Support : The licensee can receive training and ongoing support from Boardroom Advisors in various areas such as product knowledge, marketing and sales, and customer service. This can help the licensee to develop their own business skills and to provide better service to their customers.
- Brand Recognition : The licensee can leverage Boardroom Advisors’ established brand recognition to build their own brand in the market. This can help to attract new clients, Advisors and Regional Directors.
- Exclusive Territory : The licensee can operate exclusively within a specific territory or market segment. This can reduce competition and enable the licensee to establish themselves as the leading provider in that area.
- Reduced Investment : The licensee can benefit from reduced investment in research and development, marketing, and other areas as Boardroom Advisors may have already invested in these areas. This can help to lower costs and improve profitability.
Who joins Boardroom Advisors?
All our Advisors “have been there, seen it and done it”. They are predominantly well
qualified, all have scaled businesses, been real life Managing Directors or CEOs in business, and all our Advisors get a real buzz out of our clients’ success.
To join Boardroom Advisors, you will need to :
- Share our values. We believe that successful businesses not only need outstanding commercial skills but require a strong and aligned culture in which to thrive. We are proud of our culture. Prospects, businesses owners, suppliers and our team tell us that we are refreshingly different. Our three core values “transparency, energy and teamwork” provide the foundation on which the culture is built. We seek individuals that are aligned with our culture and values.
- Demonstrate that you have a strong empathy towards entrepreneurs in the Scale-Up marketplace as well as VCs, PEs and Fund portfolio companies as well as family businesses. And a strong desire to engage with entrepreneurs and investors to create a position as the “trusted advisor of choice”. We require team members who can work with businesses over the long term with a laser focus on excellent customer service.
- Have the ability to fund yourself outside of joining our team. We are non-exclusive, no cost and no obligation. It will take time to build your Regional Director and Advisor business base, this could take months before earnings start to flow.
- Team energy. We require individuals who can put all their energies into being part of our team. A key aspect of this is business development, and you will be expected to actively participate in helping to generate new leads for you and your team.
What is the arrangement for Master Licensees?
Master Licensees have exclusive territorial rights to using the Boardroom Advisors brand, web site, case studies, business model, marketing systems, processes etc for a period of years. We provide initial induction, training and ongoing support starting with weekly meetings and phasing over to monthly Board Meetings over time where we provide strategic help and advice.
In exchange for helping to get the business up and running, we ask for a small initial commitment fee, a 10% royalty and a 10% shareholding in the licensee company. This ensures long-term commitment from the “parent” company in the success of the licensee.
How do you deliver your services to a business?
Following the initial meeting with a prospect business by a Regional Director,
Boardroom Advisors introduces the appropriate Advisor to the business owner and ascertains the objectives and anticipated outcomes.
Work is on an agreed package or number of days per month; or occasionally the delivery is an initial project with the opportunity to develop into a package or on-going days per month engagement.
For each business there is a lead Advisor and a Regional Director. This team approach helps foster a stronger B2B relationship and business loyalty.
What type of work does Boardroom Advisors undertake?
Our work covers all aspects of a Board Advisor role in a successful business. Our aim is to establish long-term involvement with a business, generating regular income streams, rather than work on projects. Engagements are extremely varied and dependent upon the business needs and the stage of development the company has reached. Some examples of work the client has as a “trigger” to dealing with us and we might undertake as part of the appointment as Advisor include :
- Performance review
- Funding analysis
- Outsourcing and supplier analysis
- Growth planning
- Staffing structure analysis
Board salary reviews
For more information contact Founder and CEO John Courtney and book an initial Zoom call at (emailprotected)
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