Corporate Sales Financial Advisor
Job Description
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Experienced Corporate Solutions/Institutional Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business.Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients.
As a Corporate/Institutional Wealth Manager you must have your own client book across the GCC regions together with a proven track-record of advising and helping companies with their financial planning; with products including, but not limited to, group medical insurance; group savings plans and professional indemnity liability insurance.
deVere Group has obtained license&aposs in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a clients wealth, taking a healthy interest in the well-being of your clients finances.
You will preferably have your own existing client book that you would also bring across with you, together with building and growing solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of their company.
Skills Required- A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
- Service focused with strong numerical and analytical skills with close attention to detail.
- UK level 4 advisory qualified or aspire to achieve this.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- A proven financial sales track record.
- Have ambition, hunger for success and be driven by targets.
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
This role is for Corporate Solutions and Institutional Advisory Professionals and you must have your own existing client book to apply for this role.