Financial Planning Consultant – Independent Advisor
deVere Group
Job description
About the role
deVere Group is seeking a Financial Planning Consultant to join its Independent Financial Advisor team in the United Arab Emirates. You will work with high‑net‑worth clients, providing tailored investment and wealth‑management solutions.
Key responsibilities
- Invest client funds across a range of products.
- Manage and monitor client investment portfolios.
- Stay up‑to‑date with relevant legislation, regulations and market trends.
- Develop and maintain strong client relationships.
Required profile
- Commercial acumen and a client‑first mentality.
- Strong networking ability to identify and acquire new clients.
- Resilience and comfort working in a performance‑driven environment.
- Team‑player attitude with a holistic approach to wealth management.
Required skills
- Portfolio Bonds
- Lump Sum Investments
- International Pension Planning
- Regular Savings Plans
- Global Funds including Equity, VC, ESG
- Fintech
- Relevant legislation and regulations
- Fixed‑Income Products
What we offer
- Opportunity to accelerate an international career.
- Access to a global network of financial experts.
- Supportive environment for professional growth.
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Published 1 month ago
Expires 3 weeks from now
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deVere Group
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