Wealth Manager

deVere Group; Paris; Sur place; EUR 50 000 - 80 000; Plein temps

Résumé du poste

A leading financial advisory firm is seeking a Wealth Manager to provide comprehensive wealth management services. This role involves generating leads, conducting financial assessments, and developing personalized strategies to meet diverse client financial goals, all while working in a dynamic team environment.

Prestations

Professional development opportunities

Performance-based incentives

Dynamic work environment

Access to extensive resources and training

Qualifications

• Financial planning certifications preferred.
• Proven success in lead generation.
• Understanding of financial products and wealth management.

Responsabilités

• Generate leads through networking and digital marketing.
• Conduct financial assessments to understand clients' situations.
• Develop personalized wealth management strategies.

Connaissances

Financial planning

Business development

Client relationship management

Analytical skills

Interpersonal skills

Investment strategies

Formation

CFP

EFA

DIPFA

Outils

Microsoft Office Suite

Financial software applications

Description du poste

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.
• 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!