Financial Sales Consultant

6 dni temu


Warszawa, Mazovia, Polska deVere Group Pełny etat

2 days ago Be among the first 25 applicants

Direct message the job poster from deVere Group

Recruitment Consultant at deVere for the UK, Europe, Africa & Latin America

Wealth Management Advisors wanted.

As the world's leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.

We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration, together with being the owners of companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total & UK Parliament among many others.

Our success speaks for itself with countless awards from our peers and a business that not only grows upwards but also outwards to ensure we are at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books who want to offer international financial products from regular savings and bonds to our digital, app-based investment products including regular savings, VC funds and lump-sum investment products.

We offer:

  1. An award-winning dynamic and fast-paced environment where inclusion, learning and collaboration are key to success
  2. The chance to work with the world's most innovative products and technology
  3. Ongoing training and development to help you grow your skills and career
  4. A generous and high-earning pay structure on all products
  5. Compliance, administration, CRM and marketing support
  6. Both remote and hybrid based opportunities are available for Wealth Management Advisory professionals looking to expand international product portfolio offerings to their clients across the region including:
  7. International FinTech
  8. Finance Sales Business Development
  9. Structured Finance
  10. Pensions Products

A few words from our group investment and divisional director:

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  1. Provide financial planning support to clients
  2. Support investment professionals to cultivate client relationships
  3. Prepare financial plans and check their accuracy
  4. Advise clients on the best financial solutions for their medium to long-term plans

Qualifications:

  1. 2+ years' of industry experience
  2. Strong understanding of the investment business
  3. Excellent interpersonal skills
  4. Native or Business level English, written and spoken is required for this role
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales, Finance, and Business Development

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