Wealth Manager
5 days ago
deVere Group, a leading global financial advisory organization
is hiring –
Wealth Manager
Experience: 5+ Years
Job Location: Gurgaon
About the Role:
As a Wealth Manager at deVere Group, you will have the opportunity to support individual clients in managing and growing their wealth across borders. With
licenses in multiple countries, deVere Group
enables seamless international financial planning and provides access to some of the most advanced tools and technologies in the industry.
In this role, you will take a proactive and consultative approach to managing your clients' financial well-being — from investment planning to long-term wealth creation. By building strong, trust-based relationships, you will gain deep insights into each client's goals and needs, enabling you to design tailored financial strategies and provide comprehensive advisory services using a wide range of global financial products and solutions.
Required skills -
- Certified Wealth / Financial Planning professionals with a pre-existing NRI/HNI client book.
- Ability to manage portfolios, provide personalized investment advice, and grow AUM across global markets.
- Must have strong analytical skills, investment knowledge, and a proven sales track record.
Key Responsibilities -
- Build and strengthen relationships with existing
NRI/HNI
clients. - Expand client base through referrals, networking, and client-focused events.
- Conduct financial reviews and design tailored wealth management strategies.
- Advise on investments across funds, bonds, pensions, and fintech products.
- Monitor global markets to identify opportunities and grow Assets under Management (AUM).
Why Join deVere
-
At deVere, you'll gain
global exposure
, world-class
training
, and
unlimited earning potential
through performance-driven rewards.
To apply, visit –
This campaign is managed by
Renous
-
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