Wealth Manager | Gurugram | deVere

deVere Group, a leading global financial advisory organization

Experience: 5+ Years

Job Location: Gurgaon

About the Role:

licenses in multiple countries, deVere Group

In this role, you will take a proactive and consultative approach to managing your clients’ financial well-being — from investment planning to long-term wealth creation. By building strong, trust-based relationships, you will gain deep insights into each client’s goals and needs, enabling you to design tailored financial strategies and provide comprehensive advisory services using a wide range of global financial products and solutions.

Required skills -

• Certified Wealth / Financial Planning professionals with a pre-existing NRI/HNI client book. 
• Ability to manage portfolios, provide personalized investment advice, and grow AUM across global markets.
• Must have strong analytical skills, investment knowledge, and a proven sales track record. 

Key Responsibilities -

• Build and strengthen relationships with existing

  NRI/HNI

  clients.
• Expand client base through referrals, networking, and client-focused events.
• Conduct financial reviews and design tailored wealth management strategies.
• Advise on investments across funds, bonds, pensions, and fintech products.
• Monitor global markets to identify opportunities and grow Assets under Management (AUM).

Why Join deVere-

To apply, visit – https://renous.in/r/qab

Renous