Wealth Management Consultant

deVere Group

Yerləşmə

Bakı

Təcrübə

Middle

Məşğulluq

Tam ştat

Əməkhaqqı

Göstərilməyib

Yerləşdirilib

18 iyul 2026

Bacarıqlar və texnologiyalar

Financial Planning Client Relationship Management Market Research Analytical skills Problem Solving Communication skills Interpersonal Skills

Vakansiya haqqında

About the Company

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. 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.

About the Role

This is a full-time on-site role for a Financial Wealth Management Consultant. 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.

Responsibilities

Conduct Market research
Meeting clients and completing holistic financial planning
Building and maintaining solid client relationships
Implementing Wealth Management strategies for your clients
Identify new business opportunities
Prospecting via Networking and Marketing

Qualifications

Qualified Investment Advisors required
Strong 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
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
Client-focused approach to providing financial advice
Commitment to ongoing education and self-improvement
Bachelor's degree
This is NOT a training role.

Required Skills

Strong analytical and problem-solving skills, Excellent communication and interpersonal skills, Client-focused approach to providing financial advice.

Preferred Skills

Experience in retirement planning and cross-boarder consulting, Knowledge of the investment industry and various investment products.

Şirkət haqqında

deVere Group

Financial Services · 1,001-5,000 · Bakı

As one of the world’s leading financial advisory organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. Our commitment to deliver personalised, independent financial advice to each of our clients is built upon our employees’ expert abilities and their willingness to build a career in finance – which is why deVere only recruits the best. Established in 2002 by Nigel Green, the success story that is deVere Group now has over $10 billion under management with over 80,000 active clients in more than 100 countries.

deVere Group — bütün vakansiyalar