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Senior Wealth Advisory Professional
1 week ago
deVere Group is a leading tech-driven wealth creation advisory company dedicated to enhancing clients' financial wellbeing.
We pride ourselves on being a sustainable, rewarding, and award-winning organization that prioritizes ongoing career support and professional development.
Job Description:This role offers a unique blend of finance, sales, and business development expertise, requiring a skilled professional to manage client relationships, build portfolios, and drive business growth.
The successful candidate will be responsible for developing and implementing tailored financial strategies, providing exceptional client service, and staying up-to-date with regulatory requirements.
Required Skills and Qualifications:- Degree or equivalent experience in finance, economics, or management.
- Proven sales acumen with experience in face-to-face client interactions.
- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
- Opportunity to earn further chartered qualifications relevant to the industry.
- Diverse career opportunities and progression.
- Potential for transfers to different locations.
- Competitive commission bonuses with a transparent structure.
- Comprehensive individual and team training to support your development.