Wealth Management Expert

5 days ago


Mumbai, Maharashtra, India deVere Group Full time
The deVere Group is a global leader in the provision of independent financial services, with a reputation for excellence and a commitment to delivering personalized solutions to its clients. As a Wealth Management Expert, you will play a key role in helping us achieve our vision of becoming the world's largest and most successful independent financial services group.

Your primary responsibility will be to manage and grow a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial objectives. This will involve building strong relationships with your clients, understanding their unique financial needs and developing tailored investment strategies to meet those needs.

You will also be responsible for staying up-to-date with market developments and regulatory changes, ensuring that your clients' investments remain aligned with their goals and risk tolerance. In addition, you will work closely with other members of the deVere Group team to identify new business opportunities and develop innovative solutions to meet the evolving needs of our clients.

To be successful in this role, you will need to possess a certified Wealth Management or Financial Planning qualification, as well as a proven track record in private advisory wealth management. You should also have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

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