Trainee Wealth Manager - Budapest Based

JR United Kingdom; United Kingdom; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking motivated individuals for a dynamic role in wealth management. This exciting position offers a unique opportunity to undergo a comprehensive training program, equipping you with the skills to become a fully qualified Wealth Advisor. You will engage with clients across Europe, making outbound contacts and booking appointments to provide holistic financial advice. If you are entrepreneurial, resilient, and ready to embrace a challenging yet rewarding career, this role could be your pathway to success in the fintech sector.

Benefits

Uncapped earnings

Industry qualifications

Qualifications

• Must be entrepreneurial and able to think outside the box.
• Ability to guide others and be teachable.

Responsibilities

• Learn the 3 Pillars of Wealth Management.
• Research and prospect potential clients.
• Make outbound calls and book appointments.

Skills

Entrepreneurial mindset

Leadership skills

Communication skills

Resilience

Job description

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Client:

deVere Group

Location:

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

08.05.2025

Expiry Date:

22.06.2025

Job Description:

This role is based in Budapest and will require relocation.

During your 12 – 18-month training and development phase, you will experience all aspects of Wealth Advisory. Successful candidates will represent and book appointments on behalf of their Wealth Advisor with clients based throughout Europe.

Your role:

1. Learning the 3 Pillars of Wealth Management
2. Researching and prospecting potential clients
3. Making outbound calls / social media contact to potential clients
4. Booking appointments with your allocated Wealth Advisor to provide full holistic advice for more complex clients
5. Using deVere’s online learning library to develop the skills needed to become a fully qualified Wealth Advisor

What we offer:

• Salary plus uncapped earnings
• Industry Qualifications

What about you:

• You must be entrepreneurial. Thinking outside the box will help you succeed.
• You must be relentless. If you give up easily, this job is not for you.
• You must be a leader. The ability to guide others is key.
• You must be teachable. We are not looking for the finished article.

About the Group:

As one of the world’s leading financial advisory, private banking, investment banking, and asset management organizations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors worldwide. We advise clients across the globe with $14bn under advice and administration.

Our success is reflected in numerous awards from our peers, and our business continues to grow upwards and outwards, ensuring we remain at the forefront of the industry.

Get in touch if you are prepared to work hard and seek a prestigious career in wealth management and fintech.