Wealth Manager

deVere Group; Castalla; Híbrido; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A leading financial services firm is seeking Wealth Management Advisors in Comunidad Valenciana, Spain. The role involves providing personalized investment solutions and financial planning support. Ideal candidates should have at least 2 years of industry experience and strong interpersonal skills. The position offers a dynamic environment, ongoing training, and both remote and hybrid work opportunities.

Servicios

Generous commission structure

Ongoing training and development

Dynamic work environment

Support in compliance, administration, CRM, and marketing

Formación

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

Responsabilidades

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare accurate financial plans.
• Advise clients on suitable financial solutions for medium to long-term objectives.

Conocimientos

Client relationship management

Financial planning

Investment knowledge

Interpersonal skills

English proficiency

Descripción del empleo

Wealth Management Advisors wanted.

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

We advise over 100,000 clients globally, managing more than $12bn in advice and administration. We are also owners of 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, among others.

Our success is reflected in numerous awards and a business that continues to grow and innovate, ensuring we remain industry leaders.

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

We offer:

• An award-winning, dynamic, and fast-paced environment emphasizing inclusion, learning, and collaboration
• The opportunity to work with innovative products and cutting-edge technology
• Ongoing training and development to enhance your skills and career
• A generous, high-earning commission structure on all products
• Support in compliance, administration, CRM, and marketing

Both remote and hybrid working opportunities are available for wealth management professionals looking to expand their international product offerings to clients across the region, including:

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

A message from our Group Investment and Divisional Director:

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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 accurate financial plans
• Advise clients on suitable financial solutions for medium to long-term objectives

Qualifications:

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