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 $15 billion under management and more than 80,000 clients in over 100 countries. With 70 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, in office 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 client books. Providing holistic financial advice and planning for 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
Requirements:
- NISM Series X (A&B;), Level 2 qualified Investment Advisors
required.
- Existing Clients - NRIs / International Wealth Planning space -
required
- Experience of Onboarding own clients -
required
- Strong background in financial planning and finance
- Experience in retirement planning and consulting
- Experience in managing a substantial client book
- Knowledge of the investment industry and various investment products
- Excellent communication and interpersonal skills
- Robust analytical and problem-solving skills
- Client-focused approach to providing financial advice
- Commitment to ongoing education and self-improvement
- Bachelor's degree
Please contact: ritik
📌 Wealth Management Consultant (Gurugram)
🏢 Devere Group
📍 Gurugram
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