Wealth Manager

deVere Group; Murcia; Presencial; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A global investment organization is seeking Wealth Management Advisors in Murcia, Spain. The ideal candidate will leverage their industry experience to provide tailored financial solutions for clients. This role includes the opportunity to work with innovative products and a high-earning pay structure. Candidates must have a strong understanding of investments and excellent interpersonal skills. Remote and hybrid options are available.

Servicios

Ongoing training and development

Generous pay structure

Compliance and marketing support

Formación

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

Responsabilidades

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and ensure their accuracy.
• Advise clients on optimal financial solutions for their plans.

Conocimientos

Investment Planning

Client Relationship Management

Financial Analysis

Interpersonal Skills

Descripción del empleo

Wealth Management Advisors wanted.

As the world’s leading, independent digital private investment bank and asset management organisations, 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

Financial Services

Finance Sales 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 work toward their long-term financial goals.

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