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Wealth Management Advisor

Wealth Management Advisor

deVere GroupMadrid, Comunidad de Madrid, España
Hace más de 30 días
Descripción del trabajo

Overview

Recruitment Consultant at deVere Group for Europe, Africa & Latin America

Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration, and we own companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total & UK Parliament among many others. We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books, who want to offer international financial products from regular savings and bonds to our digital, app-based investment products including regular savings, VC funds and lump-sum investment products.

We offer :

  • An award-winning dynamic and fast-paced environment where inclusion, learning and collaboration are key to success
  • The chance to work with the world’s most innovative products and technology
  • Ongoing training and development to help you grow your skills and career
  • A generous and high-earning pay structure on all products
  • Compliance, administration, CRM and marketing support
  • Both remote and hybrid based opportunities are available for Wealth Management Advisory professionals

Opportunities to expand international product portfolio offerings to clients across the region include :

  • International FinTech
  • Finance Sales Business Development
  • Structured Finance
  • Pensions Products
  • Responsibilities :

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Advise clients on the best financial solutions for their medium to long-term plans
  • Qualifications

  • 2+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Native or Business level English, written and spoken is required for this role
  • Seniority level

  • Mid-Senior level
  • Employment type

  • Full-time
  • Job function

  • Sales and Finance
  • Madrid, Community of Madrid, Spain

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    Wealth Management Advisor • Madrid, Comunidad de Madrid, España

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