Wealth Manager

About deVere Group:

deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients.

Position Overview:

We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals.

Key Responsibilities:

• Generate leads through various channels including networking, referrals, cold calling, and digital marketing strategies.
• Conduct comprehensive financial assessments and analysis to understand clients' financial situations, goals, and risk tolerance.
• Develop and implement personalised wealth management strategies, including investment planning and retirement planning.
• Provide ongoing monitoring and review of clients' portfolios to ensure alignment with their financial objectives and market conditions.
• Build and maintain strong client relationships through regular communication, providing exceptional service, and proactively addressing client needs and concerns.
• Stay informed about market trends, economic developments, and regulatory changes to provide informed advice and recommendations to clients.
• Collaborate with internal teams and external partners to leverage resources and expertise in delivering holistic financial solutions to clients.

Qualifications and Skills:

• Financial planning professional certifications (e.g., CFP, EFA, DIPFA) are preferred.
• Proven track record of success in lead generation and business development within the financial services industry.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Analytical mindset with the ability to assess complex financial situations and provide strategic recommendations.
• Results-oriented with a drive to achieve targets and exceed client expectations.
• Ability to work independently as well as collaboratively within a team environment.
• Proficiency in Microsoft Office Suite and financial software applications.

Why Join deVere Group:

• Opportunity to work with a globally recognised leader in the financial services industry.
• Access to extensive resources, training, and support to help you succeed in your role.
• Performance-based incentives and opportunities for career advancement.
• Dynamic and collaborative work environment with a diverse team of professionals.
• Commitment to professional development and ongoing learning opportunities.

Apply now!