Qualified International Investment Advisor

deVere Group; Jaipur; On-site; INR 900,000 - 1,500,000; Full time

Job summary

deVere Group is seeking a Wealth Management Advisor for an on-site role in Mumbai or Gurgaon. You will deliver comprehensive financial planning, retirement planning, and investment consulting, building and managing your own client books.

Candidates should hold NISM Series X (A&B) Level 2 and a Bachelor's degree, with strong communication, analytical skills and a client-focused approach. The role emphasizes relationship-building, market research, and identifying opportunities to grow the book.

Qualifications

• NISM Series X (A&B), Level 2 qualified Investment Advisors required
• Strong background in financial planning and finance
• Experience in retirement planning and consulting
• Knowledge of the investment industry and various investment products

Responsibilities

• Conduct Market research
• Meeting clients and completing holistic financial planning
• Building and maintaining solid client relationships
• Implementing Wealth Management strategies for your clients
• Identify new business opportunities.

Skills

Financial planning

Retirement planning

Client relationships

Communication

Analytical skills

Education

NISM Series X (A&B) Level 2

Bachelor's degree

Job description

Job description

deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group. Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.

Role Description

This is a full-time on-site role for a Wealth Management Advisor located in Mumbai or Gurgaon. The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients. Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.

Responsibilities

• Conduct Market research
• Meeting clients and completing holistic financial planning
• Building and maintaining solid client relationships
• Implementing Wealth Management strategies for your clients
• Identify new business opportunities.
• Prospecting via Networking and Marketing

Qualifications

• NISM Series X (A&B), Level 2 qualified Investment Advisors required
• Strong background in financial planning and finance
• Experience in retirement planning and consulting
• Experience of Managing a substantial client bookKnowledge of the investment industry and various investment products
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Client-focused approach to providing financial advice
• Commitment to ongoing education and self-improvement
• Bachelor's degree .