About the Company
deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group.
This is a full-time on-site role for a Financial Wealth Management Consultant.
Responsibilities
•Conduct market research
•Meeting clients and completing holistic financial planning
•Building and maintaining solid client relationships
•Implementing Wealth Management strategies for your clients
•Identify new business opportunities
•Prospecting via networking and marketing
Requirements
•Qualified Investment Advisors required
•Strong background in financial planning and finance
•Experience in retirement planning and consulting
•Experience of managing a substantial client book
•Knowledge of the investment industry and various investment products
•Excellent communication and interpersonal skills
•Strong analytical and problem-solving skills
•Client-focused approach to providing financial advice
•Commitment to ongoing education and self-improvement
•This is NOT a training role. You MUST have a proven track record with independent advisory to apply for this role.
Conditions
This is a full-time on-site role.
