Financial Advisor

4 weeks ago

Gurugram Gurugram India deVere Group Full time

Job Description About deVere Group: deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients. Position Overview: We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals. Key Responsibilities: - Generate leads through various channels including networking, referrals, cold calling, and digital marketing strategies. - Conduct comprehensive financial assessments and analysis to understand clients financial situations, goals, and risk tolerance. - Develop and implement personalised wealth management strategies, including investment planning and retirement planning. - Provide ongoing monitoring and review of clients portfolios to ensure alignment with their financial objectives and market conditions. - Build and maintain strong client relationships through regular communication, providing exceptional service, and proactively addressing client needs and concerns. - Stay informed about market trends, economic developments, and regulatory changes to provide informed advice and recommendations to clients. - Collaborate with internal teams and external partners to leverage resources and expertise in delivering holistic financial solutions to clients. Qualifications and Skills: - Financial planning professional certifications (e.g., CFP, EFA, DIPFA) are preferred. - Proven track record of success in lead generation and business development within the financial services industry. - Strong understanding of financial products, investment strategies, and wealth management principles. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. - Analytical mindset with the ability to assess complex financial situations and provide strategic recommendations. - Results-oriented with a drive to achieve targets and exceed client expectations. - Ability to work independently as well as collaboratively within a team environment. - Proficiency in Microsoft Office Suite and financial software applications. Why Join deVere Group: - Opportunity to work with a globally recognised leader in the financial services industry. - Access to extensive resources, training, and support to help you succeed in your role. - Performance-based incentives and opportunities for career advancement. - Dynamic and collaborative work environment with a diverse team of professionals. - Commitment to professional development and ongoing learning opportunities. If you are a motivated and ambitious individual with a passion for helping clients achieve their financial goals, we invite you to apply for the Wealth Manager position at deVere Group. Join us in making a meaningful difference in the lives of our clients while advancing your career in wealth management. Apply now

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