Qualified Financial Advisor

deVere Group

Gurugram District

On-site

INR 7,656,000 - 14,354,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Career progression opportunities

Competitive commission structure

Training programs support

Competitive commission bonus

Training & development

Client & employee events

Job summary

A leading wealth management firm is seeking a Head of European & International Regional Recruitment to provide personalized financial advice. The role involves managing a diverse portfolio of high net worth clients and delivering tailored wealth management solutions. Candidates must have a relevant financial qualification and a transferable client book. This position offers competitive commissions and career growth opportunities.

Qualifications

Transferable client book of NRI and/or HNI is required.
Experience managing high net worth clients is desirable.
Understanding of various investment products is advantageous.
Experience managing high net worth clients is preferred.

Responsibilities

Build a bank of wealth management clients.
Conduct in-depth reviews to identify clients' needs.
Advise on a full range of financial products.
Conduct reviews and deliver tailored wealth management solutions.
Provide needs-based advisory services across products and services.
Ensure compliance with legislative and quality requirements.

Skills

Wealth Management qualification

Strong numerical skills

Analytical skills

Client relationship management

Sales track record

Fintech exposure

Education

Certified Wealth Management or Financial Planning qualification

Job description

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

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 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 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 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:
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