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Wealth Strategy Associate — Fast-Paced Biz Dev to Advisor

deVere Group

Abu Dhabi

On-site

AED 50,000 - 70,000

Full time

30+ days ago

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Job summary

A premier wealth management organization in Abu Dhabi is seeking a Business Development Associate to provide analytical support and service to clients while fostering new business development. The ideal candidate will have at least one year of financial services experience, strong communication skills, and the ability to work in a dynamic environment. Training is provided for a successful transition to a Private Wealth Advisor role.

Qualifications

  • Minimum 1 year of experience in financial services.
  • Ability to thrive in a fast-paced environment.
  • Interest in becoming a Private Wealth Advisor.

Responsibilities

  • Support wealth management strategies for clients.
  • Prepare marketing presentations for prospects.
  • Research investment options for client asset allocation.
  • Provide client service and team support.
  • Source new clients through cold outreach.

Skills

Related financial services experience
Interest in financial markets
Excellent communication skills
Strong interpersonal skills
Creative problem solving
Job description
A premier wealth management organization in Abu Dhabi is seeking a Business Development Associate to provide analytical support and service to clients while fostering new business development. The ideal candidate will have at least one year of financial services experience, strong communication skills, and the ability to work in a dynamic environment. Training is provided for a successful transition to a Private Wealth Advisor role.
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