Wealth Advisor - Bank

Description : Wealth Manager Global Markets

Location : Gurgaon

Experience : 1+ Years

Company : deVere Group

Work Mode : On-site (Gurgaon)

About deVere Group

deVere Group is one of the worlds leading independent financial advisory organizations, providing global wealth management, investment planning, and financial consulting services to clients across continents. We are expanding our India operations and are looking for skilled Wealth Managers to join our Gurgaon team.

Role Overview

We are seeking an experienced and driven Wealth Manager who can manage and grow relationships with NRI and HNI clients. The ideal candidate brings strong financial advisory expertise, an existing client book, and the ability to provide personalized investment solutions across global markets.

Key Responsibilities

• Identify, onboard, and manage NRI / HNI clients for wealth management and investment advisory services.
• Offer personalized financial planning, portfolio management, and investment strategies aligned with client goals.
• Maintain and grow AUM through consistent client engagement and advisory excellence.
• Conduct detailed financial assessments to recommend products across global asset classes.
• Build long-term relationships through trust, transparency, and high-quality financial guidance.
• Stay updated with global market trends, investment products, and regulatory guidelines.
• Collaborate with internal teams to deliver seamless wealth management and client servicing.
• Meet monthly and quarterly sales, revenue, and AUM targets.

Required Skills & Qualifications

Why Join deVere Group?

(ref : iimjobs.com)