Experienced Financial Advisor

5 - 9 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Role Overview: You will be working as a full-time Wealth Management Consultant based in Gurugram. Your main responsibilities will include providing financial planning, finance, retirement planning, investment, and consulting services to clients. As a Wealth Manager, you will be responsible for building and managing your own client books while offering holistic financial advice and planning solutions. Key Responsibilities: - Conduct market research to stay updated with current trends and opportunities - Meet clients and provide comprehensive financial planning services - Establish and nurture strong client relationships - Implement effective Wealth Management strategies for your clients - Identify and capitalize on new business opportunities - Engage in prospecting through networking and marketing activities Qualification Required: - NISM Series X (A&B), Level 2 qualification as an Investment Advisor is mandatory - Solid background in financial planning and finance - Experience in retirement planning and consulting - Proficiency 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 abilities - Client-focused approach to delivering financial advice - Dedication to continuous education and self-improvement - Bachelor's degree in a relevant field Additional Details: deVere Group, established in 2002 by CEO Nigel Green, is a prominent financial advisory organization with a global presence. With over $14 billion under management and more than 100,000 clients in 100 countries, deVere Group offers personalized financial advice and exclusive products to its clients. The company values work ethic, excellence, and innovation, making it an ideal place for ambitious individuals to grow their careers.,

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