Financial Advisor- Budapest based

deVere Group; United Kingdom; On-site; GBP 43,410 - 104,185; Full time

Benefits offered by this job

Opportunity to earn chartered qualifications

Diverse career opportunities and progression

Competitive commission bonuses

Comprehensive training to support development

Job summary

deVere Group is seeking a talented Wealth Manager to join their Budapest office. This role involves managing a diverse portfolio of high-net-worth clients, providing tailored financial strategies, and contributing to the company's mission of enhancing clients' financial wellbeing. The position offers extensive training and career advancement opportunities within a supportive culture.

Qualifications

• Degree or equivalent experience in business, finance, economics, or management.
• Proven sales acumen with experience in face-to-face client interactions.
• Experience managing high-net-worth clients.

Responsibilities

• Build and nurture a client base of high-net-worth individuals.
• Manage and support client portfolios with personalized advisory services.
• Conduct comprehensive reviews to assess client needs.

Skills

Sales Acumen

Analytical Skills

Attention to Detail

Client Relationship Management

Education

Degree in Business, Finance, Economics, or Management

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from deVere Group

Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory

Experienced Financial Planner and Wealth Manager based in Budapest

Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Budapest office. If you are passionate about growing your career, and willing to relocate to Hungary, this is your chance!

At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.

Why Join Us?

- Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.

- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.

- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.

Key Responsibilities:

- Build and nurture a client base of high-net-worth individuals (B2C).

- Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.

- Identify and address personal and financial needs, delivering tailored wealth management solutions.

- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.

- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.

- Perform general administrative duties as required.

Skills and Experience:

- Degree or equivalent experience in business, finance, economics, or management.

- Proven sales acumen with experience in face-to-face client interactions.

- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.

- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.

- Reliable, professional, and a team player with a track record of delivering top-quality service.

- Proven financial sales success with a drive for targets and ambition.

Company Benefits:

- Opportunity to earn further chartered qualifications relevant to the industry.

- Diverse career opportunities and progression.

- Potential for transfers to different locations.

- Competitive commission bonuses with a transparent structure.

- Comprehensive individual and team training to support your development.

- Leading industry administration and compliance structures.

- Advanced IT & CRM systems and top-notch technical support.

- Full product training.

If you're excited by the prospect of a challenging and rewarding role, apply now to join our esteemed team!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Financial Services and Investment Management

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