Qualified International Investment Advisor - India - deVere Group

    deVere Group
    deVere Group India

    1 day ago

    Description

    Job description

    deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group.

    Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.

    Role Description

    This is a full-time on-site role for a Wealth Management Advisor located in Mumbai or Gurgaon.

    The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.

    Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.

    Responsibilities

    Conduct Market research

    Meeting clients and completing holistic financial planning

    Building and maintaining solid client relationships

    Implementing Wealth Management strategies for your clients

    Identify new business opportunities.

    Prospecting via Networking and Marketing

    Qualifications

    NISM Series X (A&B), Level 2 qualified Investment Advisors required

    Strong background in financial planning and finance

    Experience in retirement planning and consulting

    Experience of Managing a substantial client book

    Knowledge of the investment industry and various investment products

    Excellent communication and interpersonal skills

    Strong analytical and problem-solving skills

    Client-focused approach to providing financial advice

    Commitment to ongoing education and self-improvement

    Bachelor's degree


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