Wealth Management Leader
3 weeks ago
Key Responsibilities
- Lead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.
- Oversee and drive the growth of client portfolios by implementing effective advisory strategies.
- Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and estate planning.
- Set and achieve individual and team targets, ensuring business growth and success.
- Conduct regular performance reviews and assist with training and development to enhance the skills of your team.
- Ensure compliance with regulatory standards and company policies.
Requirements
- Extensive experience in financial advisory, with a strong focus on wealth management.
- Proven leadership experience, having managed and grown a team of advisors or financial professionals.
- Strong communication, client management, and organisational skills.
- Relevant financial qualifications are highly desirable.
- A proactive approach to business development and team success.
At deVere Group, we are seeking a highly motivated individual to lead and manage a team of financial advisors. The position offers a unique opportunity to advance your career and contribute to our continued success on a global scale.
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