Wealth Manager

Devere Group London; A distancia; MXN 19,000 - 35,000; Jornada completa

Descripción de la vacante

A global Fintech and Wealth Management firm is looking for self-motivated Wealth Managers in Xico, Mexico. Candidates should have at least 2 years of experience in financial advising, focusing on portfolio management. The role offers a generous pay structure and the ability to work remotely within the UK and Europe. Successful applicants will benefit from extensive training and resources to support their client dealings. Competitive earnings of $1,100 to $1,900 per year are expected, along with additional incentives.

Servicios

Generous pay structure

Full back-office Administration and Support

World-class knowledge and training platform

Tailored lead-generating strategies

Formación

• Minimum 2 years pure financial advisory experience.
• CII qualification or working towards qualifications.
• Experience with EU / LATAM markets is advantageous.

Responsabilidades

• Maximise income and skillset with support and training.
• Provide unbiased and fair financial advice.
• Build and maintain a personal client portfolio.

Conocimientos

Financial advisory

Client management

Portfolio building

Educación

CII qualification (or working towards)

Descripción del empleo

We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team.

If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with you.

deVere Group are a global Fintech and Wealth Management company and, via our well-regulated subsidiaries, are able to access cutting edge technology to offer the best products and services in the International Financial Services sector.

We are uniquely placed to offer contactless and remote consulting for our clients to enjoy associated benefits such as our comprehensive range of products, many of which are exclusive to our clients, due to our relationships with the world's leading financial institutions.

We offer unbiased, fair and independent advice, meaning our clients receive a wide range of options suited to their needs.

As an award-winning company, we have also dominated the Fintech industry in together with the #1 training programme available to wealth managers globally, with ongoing training and support, via our Online and OnDemand training platforms.

We have the best products in the market to ensure we can keep client fees low, and are locally licensed ensuring the best Advice and Protection for our clients.

What do we require?

• Minimum 2 years pure financial advisory experience in building and maintaining your own portfolio.
• Minimum part CII-qualified (or working towards your qualifications)
• Experience with EU / LATAM markets would be an advantage.

What do we offer?

Generous and high-earning pay structure on all products

For those with experience and existing client banks, deVere will provide them with highly trained Business Development Manager's who will generate new business, plus help managing existing client banks.

Expected earnings: £100, - £600, per year

• Full back-office Administration and Support
• Compliance
• World-class knowledge and training platform
• CRM
• Full product training

Tailored lead-generating strategies

A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world class company performance incentives.

Ability to work remotely within the UK and Europe

Here are a few words directly from our Divisional Manager on our 5 guarantees for Advisors :

Job Types: Full-time, Permanent

Salary: $1,100, - $1,900, per year

Application Question(s)

• Do you currently have your own client bank?

Experience

• Financial Advisory: 2 years (preferred)

Work Location: One location