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.
We have built a very close culture where to enable the continued support of your own personal career goals and aspirations.
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; taking a holistic approach to meet every client's needs.
Key Activities
- 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.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client's situation to pick the correct products and services for those client's needs. You will have access to license's across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
- Lump Sum Investments
- Fixed-Income Products
- Global Funds, including Equity, VC, ESG
- Regular Savings Plans
- Portfolio Bonds
- International Pension Planning
- Fintech
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Skills Required
- Service focused with strong numerical and analytical skills with close attention to detail.
- 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.
- A proven sales track record would be advantageous but not essential.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
Please note: This position would typically suit experienced and qualified IFA candidates. 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.
