Wealth Management Consultant

1 day ago

Gurgaon, Haryana, India deVere Group Full time

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 $14 billion under management and more than 100,000 clients in over 100 countries. With multiple 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 own client books. Providing holistic financial advice and planning 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 of 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

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