Financial Consultant for High-Net-Worth Clients

2 weeks ago


Glasgow, Glasgow City, United Kingdom deVere Acuma Full time
About the Role

We are seeking a seasoned financial professional to join our team at deVere Acuma. As a financial consultant, you will be responsible for providing top-notch financial advice to high-net-worth clients. Your expertise in wealth management and sales will be essential in meeting the soaring demand for financial services.

Key Responsibilities:

  • Conduct market research and demographics analysis to tailor your services to clients' specific needs.
  • Develop and maintain strong relationships with clients to ensure long-term growth and satisfaction.
  • Stay up-to-date with market trends and regulatory requirements to provide expert advice to clients.

What We Offer:

  • A comprehensive learning and development platform to enhance your skills and knowledge.
  • Induction training to ensure a smooth transition into the role.
  • One-to-one mentorship from experienced wealth managers to guide your growth.
  • Market-leading rewards and bonus structures.
  • Access to market-leading products and services.

Requirements:

  • Proven track record in wealth management or financial advisory.
  • Strong communication skills to engage with clients effectively.
  • Ability to work autonomously and manage time efficiently.
  • Highly ambitious and driven to succeed in the role.

Preferred Fields of Experience:

  • Property and Real Estate.
  • Asset Management.
  • Banking and Foreign Exchange.
  • Wealth Management and Business Development.

About deVere Acuma: As a leading financial services company, we offer a dynamic and rewarding work environment with opportunities for growth and development. If you are a motivated and talented individual looking for a challenging role, we encourage you to apply.



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