Job Title

Job descriptiondeVere 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.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 DescriptionThis 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.Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.ResponsibilitiesConduct Market researchMeeting clients and completing holistic financial planningBuilding and maintaining solid client relationshipsImplementing Wealth Management strategies for your clientsIdentify new business opportunities.Prospecting via Networking and MarketingQualificationsNISM Series X (A&B), Level 2 qualified Investment Advisors requiredStrong background in financial planning and financeExperience in retirement planning and consultingExperience of Managing a substantial client bookKnowledge of the investment industry and various investment productsExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsClient-focused approach to providing financial adviceCommitment to ongoing education and self-improvementBachelor's degree