Expert Wealth Management Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom deVere Group Full time

About deVere Group

deVere Group is a leading firm committed to enhancing the financial well-being of our clients through sustainable and innovative solutions.

Position Overview

This position is based in a vibrant office environment in the UAE. We are seeking qualified Investment and Wealth Managers eager to contribute to our growth trajectory. At deVere, we provide a unique opportunity to manage a diverse portfolio while benefiting from extensive training and career development opportunities. Our CEO, Nigel Green, emphasizes the importance of training as a cornerstone of our operations, fostering a culture of continuous support for career advancement.

Company Culture

Our organization thrives on a foundation of hard work and dedication to our employees' success, promoting an affluent career path. We are an ambitious company in a phase of rapid expansion, constantly on the lookout for individuals who are eager to learn and grow alongside us.

Role Responsibilities

  • Establish and nurture a clientele base in wealth management (B2C).
  • Oversee and support a portfolio of clients, fostering strong, trusting relationships through personalized advisory services.
  • Continuously build assets under management (AUM) by identifying clients' financial needs and uncovering new opportunities.
  • Conduct comprehensive reviews to ascertain clients' personal and financial requirements, delivering tailored wealth management solutions.
  • Provide needs-based solutions through effective communication and influence.
  • Gather pertinent information to evaluate potential impacts and identify risks and opportunities for clients.
  • Analyze global markets and clients' situations to select the most suitable products and services, leveraging our international licenses.
  • Advise on a comprehensive range of financial products and services, including:
    • Lump Sum Investments
    • Fixed-Income Products
    • Global Funds (Equity, VC, ESG)
    • Regular Savings Plans
    • Portfolio Bonds
    • International Pension Planning
    • Fintech Solutions
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality standards.
  • Perform general administrative tasks as required.

Qualifications

  • A degree or equivalent experience in business, finance, economics, or management.
  • Service-oriented with strong numerical and analytical skills, paying close attention to detail.
  • UK level 4 advisory qualification or a desire to achieve this credential.
  • Experience managing high-net-worth clients is desirable but not mandatory.
  • Knowledge of lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous.
  • A trustworthy, financially sound, and professional team player dedicated to delivering exceptional service.
  • Strong judgment skills and attention to detail to analyze investment risks.
  • A proven sales record is beneficial but not essential.
  • Ambitious and driven by success and targets.

Benefits

  • Opportunities for further chartered qualifications relevant to the industry.
  • A variety of career advancement opportunities.
  • Possibility of transferring to different locations.
  • Competitive commission structure based on transparency.
  • Individual and team training programs that support professional development.
  • Engaging client and employee events.

  • Wealth Management Associate

    2 days ago

    Glasgow, Glasgow City, United Kingdom Quilter Full time

    About QuilterQuilter is a leading provider of wealth management services, with a rich history dating back over 250 years. Our team of experts provides expert discretionary investment management and financial advice to individuals and families, charities, trusts, and professional partners. We offer a highly personalized service, with a strong focus on...

  • Wealth Management Director

    1 week ago

    Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Job Title: Wealth Management DirectorAbout the Role:We are seeking a highly experienced Wealth Director to join our expanding national wealth management firm in the Highlands. As a Wealth Director, you will be responsible for the management and growth of relationships with our existing and new clients.Key Responsibilities:Develop an in-depth understanding of...

  • Wealth Management Trainee

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    Regal Brooke Limited: Trainee Wealth ManagerAre you passionate about helping high-net-worth individuals, families, and organizations achieve their financial goals? Do you have a strong desire to learn and grow in the wealth management industry?Job SummaryWe are seeking a motivated and detail-oriented Trainee Wealth Manager to join our dynamic team at Regal...

  • Wealth Management Professional

    2 days ago

    Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    About Regal Brooke LimitedWe are a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations.Job ResponsibilitiesAs a Trainee Wealth Manager, you will work closely with senior wealth managers to provide financial planning and investment management services to clients....

  • Wealth Management Trainee

    1 month ago

    Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    Trainee Wealth ManagerAre you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while...

  • Wealth Management Trainee

    1 month ago

    Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    Trainee Wealth ManagerAre you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while...

  • Experienced Financial Services Coordinator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    Job SummaryWe are seeking an experienced Financial Services Administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in enabling our Wealth Planners to maintain and develop a portfolio of high net worth clients.Key ResponsibilitiesLiaise with policy providers to obtain policy details and...

  • Experienced Financial Services Coordinator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    Job SummaryWe are seeking an experienced Financial Services Administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in enabling our Wealth Planners to maintain and develop a portfolio of high net worth clients.Key ResponsibilitiesLiaise with policy providers to obtain policy details and...

  • Financial Services Coordinator

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    About the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesCo-ordinate the Planners' diaries and arrange...

  • Financial Services Coordinator

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    About the RoleWe are seeking an organised and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesCo-ordinate the Planners' diaries and arrange...

  • Administrative Support Specialist for Wealth Management

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to...

  • Experienced Financial Services Coordinator

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    Job Title: Experienced Financial Services AdministratorAbout the Role:We are seeking an experienced financial services administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our wealth planners to maintain and develop a portfolio of high net worth clients.Key Responsibilities:Liaise with...

  • Experienced Financial Services Coordinator

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    Job Title: Experienced Financial Services AdministratorAbout the Role:We are seeking an experienced financial services administrator to join our team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our wealth planners to maintain and develop a portfolio of high net worth clients.Key Responsibilities:Liaise with...

  • Financial Services Coordinator

    7 days ago

    Glasgow, Glasgow City, United Kingdom Succession Wealth Full time

    Job SummaryWe are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver an excellent service and outstanding outcomes for our clients.Key Responsibilities• Co-ordinate the Planners' diaries and arrange...

  • Wealth Management Professional

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Regal Brooke Limited. As a key member of our wealth management team, you will be responsible for providing exceptional client service, conducting comprehensive client assessments, and developing customized financial plans.Key...

  • Senior Wealth Manager

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances, and proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Key Responsibilities:Reviewing clients' financial needs, attitude to risk, and...

  • Senior Software Development Expert

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Saragossa Full time

    Transforming Wealth Management TechnologyAt Saragossa, we're revolutionizing the wealth management industry by bringing software development in-house. We're seeking a highly skilled C# expert to join our team and drive innovation in our Glasgow office.Your Key Responsibilities:Collaborate with technical leaders and senior management to enhance software...

  • Wealth Management Leader

    3 days ago

    Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Wealth Management Leader OpportunityWe are searching for a seasoned Wealth Management Leader to join our team at Heat Recruitment. The ideal candidate will have a proven track record of providing high-quality investment advice to high net worth individuals and families.The successful candidate will be responsible for managing and growing relationships with...

  • Experienced Wealth Management Consultant

    2 months ago

    Glasgow, Glasgow City, United Kingdom deVere Group Full time

    About deVere GroupdeVere Group is a leading financial services company dedicated to enhancing the financial wellbeing of our clients. We pride ourselves on our sustainable and rewarding approach to wealth management.Position OverviewThis role is based in a vibrant office environment. We are seeking qualified professionals in Investment and Wealth Management...

  • Experienced Wealth Management Consultant

    2 months ago

    Glasgow, Glasgow City, United Kingdom deVere Group Full time

    About deVere GroupdeVere Group is a leading financial services company dedicated to enhancing the financial wellbeing of our clients. We pride ourselves on our sustainable and rewarding approach to wealth management.Position OverviewThis role is based in a vibrant office environment. We are seeking qualified professionals in Investment and Wealth Management...