High Net Worth Portfolio Manager
5 days ago
We are seeking a skilled and experienced Financial Solutions Consultant to join our team at deVere Group.
The ideal candidate will have a strong background in finance, economics, or management, with proven sales acumen and exceptional numerical, analytical, and attention-to-detail skills.
This is an excellent opportunity for a career-driven individual to elevate their professional development while contributing to the growth of our esteemed organization.
Key Responsibilities:- Client Relationship Management: Build and nurture a client base of high-net-worth individuals, delivering personalized advisory services and developing strong, trusting relationships.
- Portfolio Management: Manage and support client portfolios, conducting comprehensive reviews to assess client needs and providing bespoke financial strategies.
- Business Development: Identify new business opportunities, expanding our client base through face-to-face interactions and tailored wealth management solutions.
- Compliance and Risk Management: Stay updated with legislative, financial, and procedural requirements, ensuring compliance and mitigating potential risks.
- 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.
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