Experienced Investment Consultant

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

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.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Our advisors and wealth managers build and manage their own client books
• Provide holistic financial advice and planning needs
• Conduct Market research
• Prospecting via Networking and Marketing

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Experience in retirement planning and consulting
• Knowledge of the investment industry and various investment products
• Client-focused approach to providing financial advice

This is not a trainee role and does not suit anyone with an Analytical or Accountancy background.

You must have international cross-boarder financial sales experience and your own, personal client book/network to apply