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 across 100 countries. With 30+ 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

Solid analytical and problem-solving skills

Client-focused approach to providing financial advice

Commitment to ongoing education and self-improvement

Bachelor's degree

This is not a training role and is not suitable for interns or accountants or anyone with domestic retail banking experience

📌 International Financial Advisor (Gurugram)
🏢 Devere Group
📍 Gurugram