Company Description
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, 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 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:
[email protected] or apply vi
📌 Wealth Management Consultant (Gurugram)
🏢 Devere Group
📍 Gurugram