Investment Advisor

deVere Group; Maharashtra; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Further Chartered Qualifications

Career Progression Opportunities

Transfer Opportunities

Competitive Commission Bonus

Individual and Team Training

Client and Employee Events

Job summary

An established industry player is seeking a Head of European & International Regional Recruitment to join their dynamic team in Mumbai. This role offers a unique opportunity to manage a diverse portfolio of clients while providing personalized financial advice and solutions. With a focus on career development and training, the company fosters a culture of growth and success. You will be instrumental in building strong relationships with clients, guiding them through their financial journeys, and leveraging advanced tools to meet their needs. If you are driven, ambitious, and ready to make a significant impact, this position is perfect for you.

Qualifications

• Certified Wealth Management qualification is mandatory for this role.
• Experience with high net worth clients is desirable but not essential.

Responsibilities

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

Skills

Wealth Management Qualification

Client Relationship Management

Numerical Skills

Analytical Skills

Sales Track Record

Understanding of Investments

Education

Certified Wealth Management Qualification

Job description

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Direct message the job poster from deVere Group

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

This role is based in Mumbai and will require relocation if you are not in commutable distance

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

We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. 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 Manager, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained licenses 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 have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.

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. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

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 licenses across multiple locations.
• Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
• Fixed-Income Products
• Global Funds, including Equity, VC, ESG
• Regular Savings Plans
• Fintech
• Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
• General administrative duties as required by the role.

Skills Required

• You must have a certified Wealth Management or Financial Planning qualification to apply for this role.
• A pre-existing, transferable client book of NRI and/or HNI is also required for this role.
• 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 in private advisory wealth management to your own clients.
• 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.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Sales