deVere Group
Website:
devere-group.com
Job details:
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.
Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.
Role Description
This is a full-time on-site role for a Wealth Management Consultant located in Gurugram.
The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.
Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.
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
Qualifications
NISM Series X (A&B), Level 2 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
Bachelor's degree
This is NOT a training role. You MUST have a proven track record with independent advisory to apply for this role.
It DOES NOT suit anyone with an accounting or retail banking background.
Click on Apply to know more.