وظائف الأماراتوظائف بيت الامارات
Wealth Manager
Wealth Manager
الوصف الوظيفي
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’ 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’s 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.
المهارات
- Financial Planning: Ability to create comprehensive financial plans and help clients achieve their financial goals.
- Sales: Strong sales skills to build relationships with potential clients and drive new business.
- Ethics: High level of integrity and ethics to maintain client trust and confidence.
- Investment Knowledge: Strong knowledge of investments, including stocks, bonds, and alternative assets.
- Risk Management: Ability to identify and mitigate financial risks for clients.
- Communication: Excellent interpersonal and communication skills to effectively communicate financial information to clients.
- Organizational: Strong organizational and time-management skills to manage multiple client portfolios.
- Adaptability: Ability to adapt to changing market conditions and update clients appropriately.
- Regulatory Compliance: Knowledge of regulatory requirements and compliance best practices in the financial services industry.
تفاصيل الوظيفة
- منطقة الوظيفة
- دبي, الإمارات العربية المتحدة
- قطاع الشركة
- الخدمات المالية; الاستثمار والضمانات والصناديق المالية; البنوك
- طبيعة عمل الشركة
- غير محدد
- الدور الوظيفي
- التمويل والإستثمار
- نوع التوظيف
- دوام كامل
- الراتب الشهري
- غير محدد
- عدد الوظائف الشاغرة
- 1
المرشح المفضل
- منطقة الإقامة
- الإمارات العربية المتحدة; المملكة المتحدة; دول أوروبا الغربية
- الشهادة
- بكالوريوس/ دبلوم عالي
- العمر
- الحد الأدنى: 26
