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Recruitment Consultant at deVere for the UK, Europe, Africa & Latin America
deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients.
Position Overview:
We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible for providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals.
Key Responsibilities:
* Generate leads through various channels including networking, referrals, cold calling, and digital marketing strategies.
* Conduct comprehensive financial assessments and analysis to understand clients' financial situations, goals, and risk tolerance.
* Develop and implement personalised wealth management strategies, including investment planning and retirement planning.
* Provide ongoing monitoring and review of clients' portfolios to ensure alignment with their financial objectives and market conditions.
* Build and maintain strong client relationships through regular communication, providing exceptional service, and proactively addressing client needs and concerns.
* Stay informed about market trends, economic developments, and regulatory changes to provide informed advice and recommendations to clients.
* Collaborate with internal teams and external partners to leverage resources and expertise in delivering holistic financial solutions to clients.
Qualifications and Skills:
* Financial planning professional certifications (e.g., CFP, EFA, DIPFA) are preferred.
* Proven track record of success in lead generation and business development within the financial services industry.
* Strong understanding of financial products, investment strategies, and wealth management principles.
* Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
* Analytical mindset with the ability to assess complex financial situations and provide strategic recommendations.
* Results-oriented with a drive to achieve targets and exceed client expectations.
* Ability to work independently as well as collaboratively within a team environment.
* Proficiency in Microsoft Office Suite and financial software applications.
If you are a motivated and ambitious individual with a passion for helping clients achieve their financial goals, we invite you to apply for the Wealth Manager position at deVere Group. Join us in making a meaningful difference in the lives of our clients while advancing your career in wealth management. Apply now!
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
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