Wealth Manager
il y a 3 semaines
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.
If you are a motivated and ambitious individual with a passion for helping clients achieve their financial goals, we invite you to apply for the Wealth Manager position at deVere Group. Join us in making a meaningful difference in the lives of our clients while advancing your career in wealth management. Apply now
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