Job 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 $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.

This is a full-time on-site role for a Wealth Management Advisor located in Mumbai or Gurgaon.

The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.

Providing holistic financial advice and planning needs.





Meeting clients and completing holistic financial planning
Building and maintaining solid client relationships
Prospecting via Networking and Marketing

NISM Series X (A&B;), Level 2 qualified Investment Advisors required
Robust 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
Client-focused approach to providing financial advice
Commitment to ongoing education and self-improvement
Bachelor's degree

📌 Investment Finance Associate (India)
🏢 Devere Group
📍 India