IT Consultant

SER Group; Comunidad Valenciana; Presencial; EUR 30.000 - 70.000; Jornada completa

Descripción de la vacante

Una firma dinámica y galardonada busca asesores de gestión de patrimonio para ofrecer productos financieros internacionales. En un entorno rápido y colaborativo, tendrás la oportunidad de trabajar con innovadores productos tecnológicos y recibir apoyo en cumplimiento y marketing. Esta posición ofrece tanto opciones remotas como híbridas, ideal para profesionales que desean expandir su cartera de productos internacionales. Si tienes experiencia en finanzas y habilidades interpersonales excepcionales, esta es una oportunidad emocionante para hacer crecer tu carrera en un sector en constante evolución.

Servicios

Ambiente dinámico y premiado

Oportunidades de formación continua

Soporte administrativo y de marketing

Estructura de pago generosa

Formación

• Más de 2 años de experiencia en la industria de servicios financieros.
• Fuerte comprensión del negocio de inversiones y excelentes habilidades interpersonales.

Responsabilidades

• Proporcionar apoyo en planificación financiera a los clientes.
• Preparar planes financieros y verificar su precisión.

Conocimientos

Planificación financiera

Desarrollo de negocios en finanzas

Relaciones interpersonales

Inglés nativo o de negocios

Educación

Experiencia en la industria (2+ años)

Herramientas

CRM

Tecnología de inversión

Descripción del empleo

Descripción del trabajo

As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.

We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration, together with being the owners of companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total & UK Parliament among many others.

Our success speaks for itself with countless awards from our peers and a business that not only grows upwards but also outwards to ensure we are at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books who want to offer international financial products from regular savings and bonds to our digital, app-based investment products including regular savings, VC funds and lump-sum investment products.

We offer :

• An award-winning dynamic and fast-paced environment where inclusion, learning and collaboration are key to success.
• The chance to work with the world’s most innovative products and technology.
• Ongoing training and development to help you grow your skills and career.
• A generous and high-earning pay structure on all products.
• Compliance, administration, CRM and marketing support.

Both remote and hybrid-based opportunities are available for Wealth Management Advisory professionals looking to expand international product portfolio offerings to their clients across the region, including :

• International FinTech
• Finance Sales Business Development
• Structured Finance
• Pensions Products

Responsibilities :

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.
• Advise clients on the best financial solutions for their medium to long-term plans.

Qualifications :

• 2+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or Business level English, written and spoken is required for this role.