Experienced Wealth Strategist

7 days ago

Salem, Tamil Nadu, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: Experienced Wealth Strategist

At deVere Group, we're seeking a skilled Wealth Manager to join our team. Our company strives to make a positive impact on clients' financial well-being through personalized advice.

The successful candidate will have the opportunity to work closely with individual clients, leveraging licenses in multiple countries to provide tailored wealth management services.

Key responsibilities include:

  • Building strong relationships with clients and providing investment advisory services that cater to their unique needs.
  • Tailoring strategies using a range of financial products and services to address each client's situation.

Required Skills and Qualifications:

  • Certified Wealth Management or Financial Planning qualification.
  • A pre-existing client book with NRI and/or HNI clients.
  • Strong numerical and analytical skills, attention to detail, and excellent communication skills.
  • Prior experience in managing high net worth clients is beneficial.
  • An understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous.
  • A trustworthy and professional team player with a strong sales track record in private advisory wealth management.

Benefits:

  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.

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