Pensions & Investments Associate

2 weeks ago

United Kingdom deVere Group Full time

THIS ROLE IS BASED IN BUDAPEST AND REQUIRES RELOCATION FROM THE UK AFTER TRAINING.
deVere is an award-winning, sustainable, rewarding, global-leading company who strive to make a difference in our clients lives and financial wellbeing.

We have opportunities for Investment Advisory Wealth Managers who want to join us on our journey of growth and recognition.

We have a major global focus on training, career progression, and you will get the opportunity to grow along with the company. Training and development is the cornerstone of what we do.

deVere deliver personalised, independent financial advice to each client. As a Wealth Manager, you are alongside your clients to help, guide and navigate their financial plans.

Your role will be to build solid relationships, help clients make focused and financially smart money moves for their medium and long term plans. You’ll be digging deep into what each client needs, and crafting a custom strategy using all sorts 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
International Pension Planning
Fintech
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Previous experience in managing high net worth clients is desirable
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.
Multitude of career opportunities and progression.
Competitive commission bonus based on a transparent structure.
Individual and team training that supports your development.
This position is NOT for someone working in the accounting / auditing or financial management space, as this is a client facing, sales and targets driven role within the international financial sales profession.

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