deVere Group
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license’s across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Lump Sum Investments
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Portfolio Bonds
- International Pension Planning
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
- General administrative duties as required by the role.
Skills Required
- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- A proven financial sales track record.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.