Financial Advisor - Gurgaon Based

deVere Group is a renowned financial advisory firm seeking experienced Financial Advisors interested in relocating to Delhi, India. As an award-winning company dedicated to making a positive impact on our clients' financial well-being, we are committed to providing personalized and independent financial advice across borders. Our CEO, Nigel Green, emphasizes continuous career development through training and support, fostering a culture of growth and advancement within the company.

We are looking for Qualified Wealth Managers to join our dynamic team and contribute to our rapid growth. In this role, you will have the opportunity to manage a diverse portfolio of clients while receiving extensive training, career progression opportunities, and access to cutting-edge industry advancements. By building strong relationships with clients and offering tailored investment advisory services, you will play a crucial role in helping individuals make informed financial decisions.

As a Wealth Manager at deVere Group, your responsibilities will include developing a bank of wealth management clients through personalized advisory approaches, managing client portfolios with a focus on asset under management (AUM) growth, conducting comprehensive reviews to identify client needs, and delivering needs-based solutions through effective communication. You will also analyze global markets and client situations to recommend suitable products and services across various financial categories.

Key activities for this role include building trusting relationships with clients, identifying financial opportunities for portfolio growth, providing individualized advice on personal wealth management products such as lump sum investments, fixed-income products, global funds including equity and ESG options, regular savings plans, portfolio bonds, international pension planning, and fintech solutions. Additionally, you will stay informed about legislative requirements and perform general administrative duties as needed.

To excel in this position, candidates must possess a certified Wealth Management or Financial Planning qualification along with a pre-existing client book of NRI or HNI individuals. Strong numerical skills with attention to detail are essential qualities for success in this role. Previous experience in managing high net worth clients is desirable but not mandatory. Additionally, candidates should demonstrate sound judgement skills, analytical abilities to assess risks involved in investments, proven sales track record in private wealth management advisory services.

Join us at deVere Group for an exciting opportunity to further your career in the financial advisory industry. We offer competitive commission bonuses based on transparent structures, opportunities for chartered qualifications relevant to the industry, career progression paths within the company or across different locations globally. Moreover; we provide individualized training programs that support your professional development along with engaging client and employee events. If you are service-focused professional driven by targets and passionate about delivering top-quality service - apply now!

• Certified Wealth Management or Financial Planning qualification
• Experience in managing high net worth clients
• Proven sales track record in private advisory wealth management
• Transferable client book of NRI and/or HNI clients
• Strong numerical and analytical skills

• Build and develop a bank of wealth management clients (B2C only)
• Manage and support a portfolio of clients with personalized advisory approach
• Conduct in-depth reviews to identify personal and financial needs of clients
• Deliver needs-based solutions through effective communication

• Wealth Management
• Financial Planning
• High Net Worth Client Management
• Sales Track Record
• Analytical Skills

Seniority Level: Senior Level

Job Functions: Finance

• Wealth Management
• Financial Planning

Industries : Financial Services

• Investment Management
• Banking