Wealth Consultant

Devere Group; India; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

deVere Group in Gurugram seeks a Wealth Management Consultant to provide holistic financial planning, retirement planning, and investment consulting to clients. You will build and manage your own client book, deliver bespoke financial advice, and drive growth through proactive opportunity identification.

Requires NISM Series X(A&B) Level 2, strong communication, analytical skills, and a proven independent advisory track record. Not a training role; bachelor's degree required.

Qualifications

• NISM Series X (A&B;), Level 2 required for investment advice.
• Proven track record with independent advisory to apply.
• Not a training role; must be able to manage client book.
• Accounting background is not suitable.

Responsibilities

• Conduct market research to identify opportunities.
• Meet clients and provide holistic financial planning.
• Build and maintain strong client relationships.
• Implement wealth management strategies for clients.
• Identify new business opportunities and network.

Skills

Client relationships

Financial planning

Retirement planning

Investment products

Communication

Analytical skills

Problem-solving

Independent advisory

Continuous education

Education

Bachelor's degree

NISM Series X (A&B;), Level 2

Job description

About the job

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 Consultant located in Gurugram.

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 book
• Knowledge 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
• This is NOT a training role
• You MUST have a proven track record with independent advisory to apply for this role.
• It DOES NOT suit anyone with an accounting . .