Inside Sales BDA Representative - Wealth Management

About the Company

deVere Group (dV) are the largest, independent, international advisory and wealth management company globally, and one of the world's leading independent financial institutions. We provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN and the Australasia. Our approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. We believe supporting our colleagues well fosters a positive culture that creates good outcomes for our clients.

About the Role

We're searching for entry-level, sales focused, Business Development Associate to join our flagship Gurgaon office to work alongside our senior advisors. The combination of work experience and outstanding learning and development opportunities available within our Gurgaon office will equip you with a well-rounded skill set, that will enable you to build your career in international financial services.

Responsibilities

Your first year will be spent gaining experience and learning everything there is to know about financial planning.

You'll learn about the client journey, report writing, different types of analysis and how to use our tools and processes.

You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner.

You will also gain additional skills through a variety of training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team.

After your first year, you will be able to specialise your development towards becoming a Financial Planner.

We will support you to achieve any additional exams, with ongoing development to support your career.

Required Skills

We value team-working abilities.

We’re looking for people who pay attention to detail and maintain accuracy throughout their work.

We value good communication and people skills and a desire to build long-term connections with clients.

Good time management skills because this is a demanding and varied role where you will often be managing many priorities while also studying.

Enjoy learning new things, seek out ways to expand their knowledge, and invest time in their studies.