Financial Advisor

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.,