Wealth Management Consultant
3 weeks ago
Job Description
Company 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 $15 billion under management and more than 80,000 clients in over 100 countries. With 70 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 Consultant located in Gurugram. 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 client books. Providing holistic financial advice and planning for 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 in 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
Please contact: [Confidential Information] or apply via LinkedIn with your CV and introduction. Unfortunately, not all candidates will be able to be contacted, so thank you if you do apply. We will reach out to successful candidates for an interview in due course.
-
Wealth Manager
1 week ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
7 days ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
-
Wealth Advisor
1 week ago
Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...
-
Global Wealth Manager
3 weeks ago
Gurugram, Gurugram, India SBNRI Full timeJob Description Job Description - - As the GlobalWealth Manager, you will be responsible for gaining a deep understanding of the clients financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. - You will be supported by Service...
-
▷ (Apply in 3 Minutes) Wealth Manager
6 days ago
Ahmedabad, India Nuvama Wealth Full timeJob Description Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations:...
-
▷ [High Salary] Wealth Manager
3 weeks ago
Gurugram, Gurugram, India Grip Invest Full timeJob Description Key Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed...
-
Content Writer
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
-
Kazam - Wealth Manager
2 weeks ago
Gurugram, India Kazam Full timeKey Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...
-
Gurugram, India Torfac Canada Inc Full timeDescription:About CompanyTorfac signifies growth for every individual part of our team. We are a global organization with a vision of providing best in class service by harnessing synergies derived from combining cutting edge technology and human intelligence. The success of every organization depends on the team, and we are proud to say that, here at...
