Financial Advisor

About deVere Group :

deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients.

Position Overview :

We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals.

Key Responsibilities :

• Generate leads through various channels including networking, referrals, cold calling, and digital marketing strategies.
• Conduct comprehensive financial assessments and analysis to understand clients' financial situations, goals, and risk tolerance.
• Develop and implement personalised wealth management strategies, including investment planning and retirement planning.
• Provide ongoing monitoring and review of clients' portfolios to ensure alignment with their financial objectives and market conditions.
• Build and maintain strong client relationships through regular communication, providing exceptional service, and proactively addressing client needs and concerns.
• Stay informed about market trends, economic developments, and regulatory changes to provide informed advice and recommendations to clients.
• Collaborate with internal teams and external partners to leverage resources and expertise in delivering holistic financial solutions to clients.

Qualifications and Skills :

Why Join deVere Group :

If you are a motivated and ambitious individual with a passion for helping clients achieve their financial goals, we invite you to apply for the Wealth Manager position at deVere Group. Join us in making a meaningful difference in the lives of our clients while advancing your career in wealth management. Apply now!

Skills Required

Lead Generation, investment strategies, Business Development, Financial Products, Microsoft Office Suite