deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
Company Description 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 $15 billion under management and more than 80,000 clients in over 100 countries. With 70 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 client books. Providing holistic financial advice and planning for 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 in 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 Please contact: ritika.kumar@devere-india.co.in or apply via LinkedIn with your CV and introduction. Unfortunately, not all candidates will be able to be contacted, so thank you if you do apply. We will reach out to successful candidates for an interview in due course.
deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in clients" lives and financial well-being. We are currently seeking Qualified Wealth Managers to join us on our journey of continued growth. As a Wealth Manager at deVere, you will have the opportunity to manage a diverse portfolio while receiving comprehensive training, continual career advancements, and the chance to learn and develop with the business. Our CEO, Nigel Green, emphasizes the importance of training and has fostered a culture of ongoing career support to help employees achieve their career aspirations. At deVere, we value hard work and are committed to supporting our team members in building successful careers. We are a dynamic and ambitious company that is rapidly expanding and seeking individuals who are eager to learn and grow with us. Our primary goal is to provide personalized, independent financial advice to each client. As a Wealth Manager, you will have the opportunity to assist individual clients with financial management, leveraging our licenses in multiple countries and access to cutting-edge industry advancements to support your clients effectively. You will play a crucial role in managing various aspects of your clients" wealth and ensuring their financial well-being. Key Activities: - Building and developing a bank of wealth management clients (B2C only). - Managing and supporting a portfolio of clients, fostering strong and trusting relationships through personalized advisory services. - Growing assets under management (AUM) by identifying financial needs and opportunities for clients. - Conducting comprehensive reviews to tailor wealth management strategies to individual clients. - Providing needs-based solutions through effective communication and influencing. - Analyzing global markets and clients" situations to recommend suitable products and services. - Advising on a range of financial products and services, including lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning, and fintech. - Ensuring compliance with relevant legislative, financial, and quality requirements. - Performing general administrative duties as needed. Skills Required: - Certified Wealth Management or Financial Planning qualification. - Transferable client book of NRI and/or HNI. - Strong numerical and analytical skills with attention to detail. - Experience in managing high net worth clients (desirable). - Knowledge of lump sum investments, offshore investments, fintech, bonds, or pension products. - Trustworthy, professional team player focused on delivering top-quality service. - Sound judgement skills and attention to detail in risk analysis. - Proven sales track record in private advisory wealth management. - Ambitious, target-driven, and hungry for success. Company Benefits: - Opportunity for further chartered qualifications. - Career advancement opportunities. - Possibility to transfer to different locations. - Competitive commission bonus structure. - Individual and team training for professional development. - Client and employee events to foster a supportive community.,
Company Description 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 $15 billion under management and over 80,000 clients in over 100 countries. With 70 offices worldwide, the company offers personalised, extensive financial advice and exclusive products unique to deVere Group. Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation and constantly seeks 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 for 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 · International or NRI client experience · Bachelor's degree
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license&aposs in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a clients wealth, taking a healthy interest in the well-being of your clients finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the clients wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 clients situation to pick the correct products and services for those clients needs. You will have access to license&aposs 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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. Show more Show less
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in our clients' lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements, and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees' career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective are to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager, you will have the opportunity to support several individual clients with financial management. deVere Group has obtained licenses in multiple countries, allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 clients’ needs. You will have access to licenses 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service-focused with strong numerical and analytical skills, with close attention to detail. 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 who 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 sales track record in private advisory wealth management for your own clients Have ambition, hunger for success, and be driven by targets. Company Benefits Opportunity for further chartered qualifications relevant to the industry. A 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.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
Company Description 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 $15 billion under management and more than 80,000 clients in over 100 countries. With 70 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 client books. Providing holistic financial advice and planning for 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 in 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 Please contact: [HIDDEN TEXT] or apply via LinkedIn with your CV and introduction. Unfortunately, not all candidates will be able to be contacted, so thank you if you do apply. We will reach out to successful candidates for an interview in due course.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
Who We Are deVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistant (BDA) to join our professional and fully funded Financial Planning Trainee role in our Gurgaon office to work alongside our senior advisors. We are one of the world's leading independent financial institutions, we provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN and the Australasia. We can help you achieve your professional goals while also allowing you to make a unique contribution to our company. Our approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. We believe supporting our colleagues well fosters a positive culture that creates good outcomes for our clients. The combination of work experience and outstanding learning and development opportunities available within our Gurgaon office will equip you with a well-rounded skill set, that will enable you to build your career as a Financial Planner. We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving the skills and experience you need to succeed. What to expect? Your first year will be spent gaining experience and learning everything there is to know about financial planning. You'll learn about the client journey, report writing, different types of analysis and how to use our tools and processes. You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner. You will also gain additional skills through a variety of training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team. After your first year, you will be able to specialise your development towards becoming a Financial Planner. We will support you to achieve any additional exams, with ongoing development to support your career. What You Will Bring We don't require prior experience, but we are searching for dedicated individuals who are serious about creating a career in financial planning with us. We're making a significant investment in our future financial planning talent to help support and drive dV's growth, and we need you to be a part of it. dV has a collaborative culture, and you will collaborate with multiple teams both inside and outside your office during the programme. As a result, we value team-working abilities. We’re looking for people who pay attention to detail and maintain accuracy throughout their work. Whilst client Advice will be limited initially, we are looking for those who can succeed as their careers advance. We value good communication and people skills and a desire to build long-term connections with clients. We need you to have good time management skills because this is a demanding and varied role where you will often be managing many priorities while also studying. Through on-the-job experiences, learning and development, and qualifications, our training provides you with a continual learning path. We're searching for people that enjoy learning new things, seek out ways to expand their knowledge, and invest time in their studies. While challenging at times, we are confident that each exam you pass, and every opportunity taken to learn will benefit you both personally and professionally. dV is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know by emailing and we will do our best to make suitable adjustments. To start your journey with us, please click the “Apply” button below. Some of our vacancies receive high numbers of applications, so we would encourage you to apply as early as possible.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service. 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 You must have a certified Wealth Management or Financial Planning qualification to apply for this role. A pre-existing, transferable client book of NRI and/or HNI is also required for this role. Service focused with strong numerical and analytical skills with close attention to detail. 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 sales track record in private advisory wealth management to your own clients 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.
As a Qualified Wealth Manager at deVere, you will be part of a sustainable, rewarding, and award-winning company that strives to make a difference in our clients" lives and financial well-being. Our CEO, Nigel Green, believes in providing continuous career support and training to drive your career aspirations. Key Responsibilities: - Build and develop a bank of wealth management clients (B2C only). - Manage and support a portfolio of clients, building strong and trusting relationships with a personalized advisory approach. - Build continuous AUM (assets under management) by identifying current personal financial needs and discovering other financial opportunities. - Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management. - Analyze markets globally and the client's situation to provide individualized advice on personal wealth across various products and services. - Advise on a full range of products and services, including Lump Sum Investments, Fixed-Income Products, Global Funds, Regular Savings Plans, and more. - Stay informed and compliant with all relevant legislative, financial, procedural, and quality requirements. - Perform general administrative duties as required by the role. Qualifications Required: - Certified Wealth Management or Financial Planning qualification. - A pre-existing, transferable client book of NRI and/or HNI. - Service-focused with strong numerical and analytical skills, attention to detail, and a proven sales track record in private advisory wealth management. - Previous experience in managing high net worth clients is desirable. - Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous. - Trustworthy, financially sound, professional team player with an instinct to deliver top-quality service. - Ambitious, driven by targets, and hungry for success.,