Private Wealth Advisor

4 tygodni temu

Warszawa, Mazovia, Polska deVere Group Pełny etat

Direct message the job poster from deVere Group

Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing.

We are looking for Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees' career aspirations.

Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained licenses in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

Using a consultative process, you will be wholly responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

Key Activities
  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client's situation to pick the correct products and services for those client's needs. You will have access to licenses across multiple locations.
  • Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
  • Fixed-Income Products
  • Global Funds, including Equity, VC, ESG
  • Regular Savings Plans
  • Fintech
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.
Skills Required
  • A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • A proven sales track record would be advantageous but not essential.
  • Have ambition, hunger for success and be driven by targets.
Company Benefits
  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.
Seniority level

Associate

Employment type

Full-time

Job function

Business Development, Finance, and Sales

Industries

Financial Services, Banking, and Investment Banking

#J-18808-Ljbffr

  • Private Wealth Advisor

    2 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    About the OpportunityWe are looking for a talented Financial Services Professional to join our team at Goldman Sachs Bank AG. As a Wealth Management Associate, you will be responsible for supporting our PWM clients through the entire client lifecycle, from initial onboarding to ongoing relationship management.Your primary responsibilities will include...

  • Wealth Management Advisor

    2 tygodni temu

    Warszawa, Mazovia, Polska deVere Group Pełny etat

    We are seeking a skilled Wealth Management Advisor to join our team at deVere Group.About the RoleAs a Wealth Management Advisor, you will provide personalized investment solutions to help clients achieve their long-term financial goals.You will work closely with investment professionals to cultivate client relationships and deliver tailored financial...

  • Wealth Manager

    3 tygodni temu

    Warszawa, Mazovia, Polska deVere Group Pełny etat

    2 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth 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,...

  • Wealth Manager

    2 tygodni temu

    Warszawa, Mazovia, Polska deVere Group Pełny etat

    3 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth 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,...

  • Private Banking CDD Advisory Specialist

    2 tygodni temu

    Warszawa, Mazovia, Polska Standard Chartered Pełny etat

    We are looking for a highly experienced Private Banking CDD Advisory Specialist to join our team. As a specialist in this field, you will be responsible for advising our clients on AML/CFT regulations and ensuring that they comply with these standards.About the Role:Client Relationship Management: Build and maintain strong relationships with our clients to...

  • Compliance Advisor for Wealth and Retail Banking

    2 tygodni temu

    Warszawa, Mazovia, Polska Standard Chartered Pełny etat

    We are seeking a seasoned Compliance Advisor to join our team in the Private Banking department. In this role, you will be responsible for providing expert advice on AML/CFT regulations and ensuring that our clients adhere to these standards.Key Responsibilities:Conduct Risk Assessments: Identify potential risks associated with client relationships and...

  • Private Wealth Management, Wealth Management Professional, Associate, Warsaw Warsaw · Poland ·

    4 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    Opportunity OverviewCORPORATE TITLE: AssociateOFFICE LOCATION(S): WarsawJOB FUNCTION: Sales SupportDIVISION: Asset & Wealth ManagementOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their...

  • Private Wealth Management, Wealth Management Professional, Vice President, Warsaw Warsaw · Pola

    4 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    OUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance,...

  • Junior Proprietary Trader

    4 tygodni temu

    Warszawa, Mazovia, Polska Wealth Mill Pełny etat

    Direct message the job poster from Wealth MillHR Manager | Talent Development Specialist | Strategic HR AdvisorWe are in search of a seasoned Junior Trader with a passion for the Financial Markets, who is eager to become part of our rapidly expanding team. The ideal candidate should possess a documented history of academic or sports achievements. In this...

  • Private Wealth Management, Wealth Management Professional, Analyst, Warsaw Warsaw · Poland · Analyst

    4 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    OUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance,...

  • Financial Advisor

    2 tygodni temu

    Warszawa, Mazovia, Polska deVere Group Pełny etat

    3 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth 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,...

  • Wealth Management Associate

    2 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    About the RoleWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at Goldman Sachs Bank AG. As a key member of our sales support team, you will play a critical role in providing exceptional client service and operational support to our Private Wealth Management (PWM) clients.The successful candidate will be responsible...

  • Wealth Management – Client OnBoarding

    7 dni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    Asset and Wealth Management (AWM)Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth...

  • Wealth Management – Client OnBoarding

    4 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Group, Inc. Pełny etat

    Wealth Management – Client Onboarding - Rolling Review – Analyst - WarsawJob DescriptionAsset and Wealth Management (AWM)Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...

  • Wealth Management – Client OnBoarding

    1 tydzień temu

    Warszawa, Mazovia, Polska Goldman Sachs Group, Inc. Pełny etat

    Wealth Management – Client Onboarding - Rolling Review – Analyst - WarsawJob DescriptionAsset and Wealth Management (AWM)Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...

  • Financial Advisor

    3 tygodni temu

    Warszawa, Mazovia, Polska deVere Group Pełny etat

    2 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth Management Advisors wanted.As the world's leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class,...

  • Senior Associate, Private Banking CDD Advisory

    3 tygodni temu

    Warszawa, Mazovia, Polska Standard Chartered Pełny etat

    Key ResponsibilitiesProactively support and challenge our Private Banking businesses and support functions to exhibit appropriate conduct and comply with our regulatory and compliance requirements and strive to achieve fair outcome for the Bank's clients.Build and maintain an effective and constructive relationship with all key business and functional...

  • Private Wealth Management, GSBE Management, Associate, Warsaw Warsaw · Poland · Associate

    4 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    Opportunity OverviewCORPORATE TITLE: AssociateOFFICE LOCATION(S): WarsawJOB FUNCTION: Product ManagementDIVISION: Asset & Wealth ManagementOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their...

  • Private Wealth Management, GSBE Management, Analyst, Warsaw Warsaw · Poland · Analyst

    4 tygodni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    Opportunity OverviewCORPORATE TITLE: AnalystOFFICE LOCATION(S): WarsawJOB FUNCTION: Product ManagementDIVISION: Asset & Wealth ManagementOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their...

  • Wealth Management Specialist

    7 dni temu

    Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etat

    Company OverviewWe are a leading global investment banking, securities and investment management firm. Our mission is to commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.Job DescriptionWe are seeking a skilled professional to join our Rolling Review team as a Client Identification Program (CIP)...