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Wealth Management Professional

2 months ago

Newcastle Upon Tyne, United Kingdom deVere Group Full time

Job Opportunity: Wealth Management Services

About the Role:

We are seeking a highly skilled and experienced Wealth Management Professional to join our team at deVere Group. As a Wealth Management Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized investment advisory services and financial solutions.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Provide expert advice on a range of financial products and services, including lump sum investments, fixed-income products, global funds, and more.
  • Conduct regular reviews to assess clients' financial situations and provide tailored recommendations for improvement.
  • Build and maintain strong relationships with clients, ensuring exceptional customer service and satisfaction.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.

Requirements:

  • Relevant degree or equivalent experience in a business, finance, economics, or management-based field.
  • Strong sales acumen and experience working with clients face-to-face.
  • Excellent numerical and analytical skills, with a keen eye for detail.
  • Previous experience in managing high net worth clients is desirable, but not essential.
  • Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.
  • Proven financial sales track record and a strong desire to succeed.

What We Offer:

  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Industry-leading administration and full compliance structures.
  • Best-in-the-business technical department.
  • IT and CRM systems that match and lead the evolving industry.

How to Apply:

Please attach your CV when applying to this role.