- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 3 hours ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About deVere Group
deVere Group is a prestigious, internationally recognised financial services company dedicated to improving clients' financial wellbeing. The organisation is expanding globally and seeks seasoned Investment Advisers and Wealth Managers who aspire to develop a sustainable career within a global firm that prioritizes extensive training, professional development, and career advancement.
Role Overview
The Wealth Manager position involves managing and nurturing a client portfolio by delivering personalized, independent financial advice aimed at supporting clients' medium- and long-term financial goals. The role integrates wealth management, client relationship development, business growth, and sales, with an emphasis on fostering enduring client connections and increasing assets under management.
Key Responsibilities
- Create and expand a portfolio of private clients.
- Establish and maintain robust, long-lasting client relationships.
- Spot opportunities to enhance assets under management.
- Perform comprehensive financial assessments and deliver customized advice.
- Provide guidance on a wide array of international investment, pension, savings, and wealth management options.
- Generate new business prospects and cultivate additional client relationships.
- Uphold stringent regulatory and compliance standards.
Required Skills and Experience
- Prior experience as an Independent Financial Adviser (IFA), Investment Adviser, or Wealth Manager is strongly preferred.
- Familiarity working with high-net-worth individuals is beneficial.
- Comprehensive knowledge of investments and wealth management principles.
- Exceptional communication and interpersonal skills geared towards relationship building.
- A demonstrated history in sales or business development is advantageous.
- Ambitious, commercially oriented, and target driven.
- Professional integrity, reliability, and a commitment to superior client service.
What deVere Group Offers
- Attractive commission and bonus incentive packages.
- Continuous individual and team training programs.
- Support for pursuing relevant professional qualifications.
- Transparent career advancement pathways.
- Possibility for international career mobility within the group.
- Regular events for both clients and employees.
Additional Information
This role specifically caters to experienced and credentialed IFAs, Investment Advisers, or Wealth Managers. It is a client-centric, sales-oriented position within the international financial services sector and is not related to accounting, auditing, or financial management functions.