As a Private client advisor your role will be to work closely with clients in their medium to long term personal financial planning. You will be advising on the following areas: Wealth Management Pensions Lump Sum investments Regular savings Portfolio accounts We offer a unique and compelling experience to our expanding base of clients and…Read More
Are you a financial services professional looking to benefit from a tax free environment? Are you ready to take your career to the next level?
Credence is a Wealth Management and Advisory Firm established to create a unique private client proposition. In a world where lifestyles, economies and technologies are constantly evolving, we were established to give our clients enhanced solutions in a simplified form. Our private clients benefit from our years of experience in:
- Private Equity
- Financial Advice and Planning
- Asset Management
- Investment Management
- Discretionary Trading
Find us in UAE_
Work at Credence
Our group structure allows us to offer private clients investment propositions that were previously only available to highly affluent individuals. We can show our clients unique and exclusive opportunities and give ‘whole of the market’ advice. This gives us an impartial advantage. We are focused on quality, detail and transparency. We spend time understanding our clients’ needs and deliver beyond their expectations.
Our Relationship Managers work alongside our Private Client Advisors and undertake a broad range of tasks that develop them to a stage where they can ultimately progress into a Private Client Advisor themselves. The Relationship Manager’s role involves: Business development Research/Paraplanning Attending internal and external fact-finding meetings Networking Undertaking financial examinations Learning and staying current…Read More