Private Wealth Advisor

deVere Group; Ourense; Híbrido; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

deVere Group, a leading digital private investment bank, is hiring Wealth Management Advisors to provide tailored financial solutions. With robust support in compliance and marketing, successful candidates can thrive in a remote or hybrid environment, serving a diverse international clientele.

Servicios

Ongoing training and development

Generous high-earning pay structure

Support in compliance, administration, CRM, and marketing

Dynamic and fast-paced environment

Formación

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level English proficiency, written and spoken.

Responsabilidades

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

Conocimientos

Interpersonal skills

Understanding of the investment business

English proficiency

Descripción del empleo

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 worldwide.

We advise over 100,000 clients globally, with more than $12bn under advice and administration. We also own companies such as Work Place Solutions (WPS), the appointed pension advisor for clients including the BBC, Rolls Royce, London Stock Exchange, Total, and UK Parliament.

Our success is reflected in numerous awards from our peers and a growing business that expands both upwards and outwards, ensuring we remain industry leaders.

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

We offer:

• An award-winning, dynamic, and fast-paced environment where inclusion, learning, and collaboration are key to success.
• The opportunity to work with innovative products and cutting-edge technology.
• Ongoing training and development to support your growth and career advancement.
• A generous, high-earning pay structure on all products.
• Support in compliance, administration, CRM, and marketing.

Both remote and hybrid work opportunities are available for Wealth Management Advisory professionals seeking to expand their clients' international product portfolios across regions, including:

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

A few words from our Group Investment and Divisional Director:

The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.

Responsibilities:

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

Qualifications:

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level English proficiency, written and spoken.