Консультант по управлению капиталом

deVere Group is one of the world’s leading financial advisory organizations, delivering high-quality, professional advice to expatriate clients and investors across more than 100 countries.

Founded in 2002 by CEO Nigel Green, the group manages over $14 billion in assets for more than 1000,000 active clients, supported by consultants in 30+ global offices.

The company’s success is driven by a commitment to personalized, independent financial advice and by recruiting and developing top talent in the finance industry. deVere offers a broad range of services, including international savings, investment bonds, retirement planning, life insurance, pension transfers, education planning, and digital assets, as well as exclusive products not available elsewhere.

The organization continues to expand, creating strong career opportunities for individuals who are motivated to grow and contribute in a dynamic, performance-driven environment.

Role Description

The Financial Investment Representative role is a full-time, remote position focused on supporting clients in achieving their financial and investment objectives.

Day-to-day responsibilities include assessing clients’ financial situations, explaining suitable investment strategies, and recommending products such as mutual funds and other investment vehicles aligned with their risk profiles and goals.

The role involves monitoring market developments, reviewing and updating client portfolios, and providing ongoing guidance to optimize performance and manage risk. The representative will collaborate with internal teams to ensure regulatory compliance, accurate documentation, and timely client communication.

This position requires proactive outreach to prospective and existing clients, building long-term relationships, and maintaining a high standard of professional ethics and service quality.

Qualifications

• Strong knowledge of Investments and Investment Strategies, with the ability to match solutions to client objectives and risk tolerance.
• Solid grounding in Finance and Mutual Funds, including portfolio construction, diversification, and performance analysis.
• Familiarity with Trading concepts and financial markets, with the ability to interpret market trends and explain them clearly to clients.
• Excellent communication and interpersonal skills, with a client-focused mindset and the ability to build trust across diverse cultures and locations.
• Analytical and problem-solving abilities, including comfort with numerical data, financial modeling, and decision-making under changing market conditions.
• Self-motivated and disciplined, capable of working effectively in a remote environment and managing time and priorities independently.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, CFP, or equivalent) are an advantage.
• Understanding of regulatory and compliance requirements in financial services; prior experience in wealth management, investment advisory, or financial consulting is beneficial.