Wealth Management Advisor - Manila, Saigon & Jakarta

deVere Group; Greater London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An ambitious and rapidly growing firm is seeking Wealth Consultants to join its dynamic team in Southeast Asia. This role offers the chance to manage diverse portfolios while receiving extensive training and career advancement opportunities. With a commitment to delivering personalized financial advice, you will support clients in making informed decisions about their wealth. Join a supportive culture that values hard work and professional growth, and be part of a company that is making a real difference in clients' financial well-being. If you are driven by success and eager to learn, this opportunity is perfect for you.

Benefits

Opportunity for further chartered qualifications

Career progression opportunities

Location transfer opportunities

Competitive commission structure

Individual and team training

Client and employee events

Qualifications

• Experience in face-to-face sales is essential.
• Understanding of investments and financial products is highly advantageous.
• Strong numerical and analytical skills with attention to detail.

Responsibilities

• Build and manage a portfolio of wealth management clients.
• Provide tailored investment advisory services.
• Conduct in-depth reviews to identify clients' financial needs.

Skills

Face to Face Sales Experience

Numerical Skills

Analytical Skills

High Net Worth Client Management

Understanding of Financial Products

Sales Track Record

Ambition and Target Driven

Education

Chartered Qualifications

Job description

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Are you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for our office in Jakarta, Indonesia, Manila, Philippines or Ho Chi Minh City, Vietnam, you must be willing to self relocate to these locations for this role.

We are a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

We are looking for Wealth Consultants who want to join us in our south East Asian offices. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Advisor, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services.

Key Activities

• Build and develop a bank of wealth management clients (B2C only).
• Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
• Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
• Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
• Deliver needs-based solutions through effective communication and influencing.
• You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
• Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
• Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.
• Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Skills Required

• You must have experience in face to face sales.
• Service focused with strong numerical and analytical skills with close attention to detail.
• Previous experience in managing high net worth clients is desirable but not essential.
• An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
• A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
• Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
• A proven sales track record would be advantageous.
• Have ambition, hunger for success and be driven by targets.

Company Benefits

• Opportunity for further chartered qualifications relevant to the industry.
• Multitude of career opportunities and progression.
• Opportunity to transfer to different locations.
• Competitive commission bonus based on a transparent structure.
• Individual and team training that supports your development.
• Client and employee events.

Kindly attach your CV to the application to be considered.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Consulting

• Industries

  Financial Services, Banking, and Investment Banking

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