Wealth Manager
We are seeking experienced Wealth Management Advisors to join our team at deVere Group, a leading digital private investment bank and asset management organization. Our advisors provide high-class, professional advice to expatriate clients and investors worldwide.
We advise over 100,000 clients globally with assets under management exceeding $12 billion. We have a strong reputation for innovation and excellence, as evident from numerous awards and recognition from industry peers.
As an independent wealth management advisor, you will work with international financial products, including savings, bonds, VC funds, and lump-sum investments. You will also have access to ongoing training and development opportunities to enhance your skills and career.
Our dynamic and fast-paced environment fosters inclusion, learning, and collaboration. You will benefit from a generous pay structure, compliance, administration, CRM, and marketing support.
You will be responsible for providing personalized investment solutions to help clients achieve their long-term financial goals. Your key responsibilities will include:
* Providing financial planning support to clients
* Supporting investment professionals in cultivating client relationships
* Preparing financial plans and verifying their accuracy
* Advising clients on the best financial solutions for their medium to long-term plans
To succeed in this role, you will need:
* 2+ years of industry experience
* A strong understanding of the investment business
* Excellent interpersonal skills
* Native or business-level English language proficiency, both written and spoken