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Wealth Management Consultant

2 months ago

Newcastle upon Tyne, United Kingdom deVere Group Full time

You must be willing to relocate to any of these locations.

You will be trained up to hit the ground running and begin your new journey in the Wealth Management Services.

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

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.
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. 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.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech .
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Preferred degree or equivalent experience, within a business, finance, economics, or management-based subject.
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 financial sales track record.
Multitude of career opportunities and progression.
Competitive commission bonus based on a transparent structure.
Individual and team training that supports your development.
IT & CRM Systems that match & lead the evolving industry.
Full product training.