![Devere Group](https://media.trabajo.org/img/noimg.jpg)
Independent Investment Advisor
1 week ago
De Vere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth.Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business.
Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career.We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients.As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management.
de Vere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.
You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services.
We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.
Key ActivitiesBuild and develop a bank of wealth management clients (B2 C 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.
General administrative duties as required by the role.
Skills Required
You must have a certified Wealth Management or Financial Planning qualification to apply for this role.
A pre-existing, transferable client book of NRI and/or HNI is also required for this role.
Service focused with strong numerical and analytical skills with close attention to detail.
Previous experience in managing high net worth clients is desirable but not essential.
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.
-
Independent Financial Advisor
1 week ago
Gurgaon, Haryana, India deVere Group Full timeWealth 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...
-
Financial Advisor
1 week ago
Gurgaon, Haryana, India deVere Group Full timeWealth 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...
-
Caspian Impact Investments
1 week ago
Gurgaon, Haryana, India Caspian Impact Investment Adviser Private Limited Full timeJob Purpose/ DescriptionThe role of Senior Associate / Senior Manager - Investments entails the responsibility of generating new business opportunities. Moreover, it involves the establishment of strong connections within the impact business and rapidly growing entrepreneur community, supervising deal executions, and striving to enhance the reputation of...
-
Investment Management
1 week ago
Gurgaon, Haryana, India TD Newton Full timeJob title: Analyst Investment Management Structured Finance Band: B1 - AnalystLocation: Gurugram / BengaluruExperience Range: Minimum 1 yearShift Timings-: 2:00 PM - 11:30 PM IST Job SummaryWe are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our...
-
Personal Independence- Senior Executive
1 week ago
Gurgaon, Haryana, India KPMG India Full timeThis job opportunity is with KPMG India. #KIAbout KPMG in India- KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and...
-
Investment Banking(Buy/sell)
1 week ago
Gurgaon, Haryana, India Planify Full timeInvestment Banking(Buy/Sell)Responsibilities: Provide independent, rigorous decisionmaking across the Private Investments portfolio (Private Equity). Approaching HNI Clients, Family offices and VC's to invest in companyapproved startups and secondary sales of Private firms. Ensures portfolio quality by regularly engaging with each mapped relationship and...
-
Gurgaon, Haryana, India KPMG India Full timeThis job opportunity is with KPMG India. #KIAbout KPMG in India- KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and...
-
Gurgaon, Haryana, India KPMG India Full timeAbout KPMG in India KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in...
-
Global Investment Operations- Professional
1 week ago
Gurgaon, Haryana, India Kohlberg Kravis Roberts & Co. Full timeCOMPANY OVERVIEWKKR & Co. Inc., together with its subsidiaries, is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its...
-
Solution Advisor Senior Specialist
1 week ago
Gurgaon, Haryana, India SAP Full timeWe help the world run betterOur company culture focuses on enabling innovation by building breakthroughs together. Every day we work towards creating a workplace that embraces differences, values flexibility, and is aligned with our purpose-driven and future-focused work. We offer a highly collaborative team environment with a strong focus on learning and...
-
Solution Advisor Senior Specialist
3 hours ago
Gurgaon, Haryana, India SAP Full timeWe help the world run betterOur company culture focuses on enabling innovation by building breakthroughs together. Every day we work towards creating a workplace that embraces differences, values flexibility, and is aligned with our purpose-driven and future-focused work. We offer a highly collaborative team environment with a strong focus on learning and...
-
Principal Advisor
1 week ago
Gurgaon, Haryana, India KBR Full timeTitle:Principal Advisor - Energy TransitionReporting to the Operations Director, the individual will work within the Global Energy Transition Advisory team, in close collaboration with the organisations's vast engineering, technology, and scientific resource base.Functional job responsibilities will include (but are not limited to): Lead client engagements...
-
Tax Manager US Tax
1 week ago
Gurgaon, Haryana, India People Realm Recruitment Services Private Limited Full timeClient - Global Investment Management Firm ( Fortune 500 )Location - GurugramDesignation - Manager ( Senior Level )Our client, a global Investment firm, offers alternative asset management and capital markets and insurance solutions. The firm aims to generate attractive investment returns by following a patient and disciplined investment approach, employing...
-
Academic Advisor
1 week ago
Gurgaon, Haryana, India hindustan Recruitment Full timeJob Role: Academic CounsellorMinimum experience required 1+ yearLocation - Mumbai and GurgaonSalary - Upto 5 LPA + IncentivesRole Overview:We are seeking an experienced Academic Counsellor to join our dynamic team in Gurgaon. The Academic Counsellor will play a crucial role in guiding students through their educational journey, providing valuable insights...
-
Solution Advisor Senior Specialist
1 month ago
Gurgaon, Haryana, India SAP Full timeWe help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly...
-
Solution Advisor Senior Specialist
1 week ago
Gurgaon, Haryana, India SAP Full timeWe help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly...
-
Solution Advisor Senior Specialist
3 weeks ago
Gurgaon, Haryana, India SAP Full timeWe help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly...
-
Global Services Advisor
1 week ago
Gurgaon, Haryana, India LanzaTech Full time**Job Description Global Services Advisor**Department: EngineeringLocation: Gurugram, IndiaReporting To**:Global Services Manager***Company Overview:LanzaTech's award winning technology is revolutionizing the way the world thinks about waste carbon by treating it as an opportunity instead of a liability. LanzaTech's unique process provides a sustainable...
-
Solution Advisor Senior Specialist
1 week ago
Gurgaon, Haryana, India SAP Full timeWe help the world run better Our company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly...
-
Only 24h Left: Investment Banking Analyst
1 week ago
Gurgaon, Haryana, India Acuity Knowledge Partners Full timeThe ideal candidate will conduct quantitative and qualitative analysis across various projects to optimize company growth and business. You will manipulate datasets, create financial models, and summarize findings in a succinct manner for client's usage.Responsibilities Will be responsible for working as part of the dedicated team for an investment bank...