High Net Worth Financial Strategist

2 weeks ago


Gurgaon, Haryana, India deVere Group Full time

At deVere Group, we are driven by a passion to deliver exceptional wealth management solutions to our discerning clients. As a key member of our team, you will have the opportunity to work with high net worth individuals and families, providing tailored financial advice that addresses their unique needs and goals.

The ideal candidate will possess a strong understanding of wealth management principles and practices, with a proven track record of success in managing complex financial portfolios. A certified Wealth Management or Financial Planning qualification is essential, along with a pre-existing client book of NRI and/or HNI.

We offer a competitive commission bonus structure, as well as opportunities for further chartered qualifications relevant to the industry. Our company benefits package includes individual and team training, client and employee events, and the chance to transfer to different locations.

In this role, you will be responsible for building and developing a bank of high net worth clients, managing and supporting their financial portfolios, and delivering needs-based solutions through effective communication and influencing.

The salary for this position is approximately $120,000 per annum, commensurate with experience. If you are a driven and ambitious professional with a passion for wealth management, we encourage you to apply.



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