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Financial Advisor Full-time Job

2 months ago   Financial Services   Baku   3 views Reference: pnelOvv6dKB
Job Details

Experienced Financial Planner and Wealth Manager

Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Baku team. If you are passionate about growing your career, this is your chance!

At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.

Why Join Us?

- Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.

- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.

- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.

Key Responsibilities:

- Build and nurture a client base of high-net-worth individuals (B2C).

- Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.

- Identify and address personal and financial needs, delivering tailored wealth management solutions.

- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.

- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.

- Perform general administrative duties as required.

Skills and Experience:

- Degree or equivalent experience in business, finance, economics, or management.

- Proven sales acumen with experience in face-to-face client interactions.

- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.

- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.

- Reliable, professional, and a team player with a track record of delivering top-quality service.

- Proven financial sales success with a drive for targets and ambition.

Company Benefits:

- Opportunity to earn further chartered qualifications relevant to the industry.

- Diverse career opportunities and progression.

- Potential for transfers to different locations.

- Competitive commission bonuses with a transparent structure.

- Comprehensive individual and team training to support your development.

- Leading industry administration and compliance structures.

- Advanced IT & CRM systems and top-notch technical support.

- Full product training.

If you're excited by the prospect of a challenging and rewarding role, apply now to join our esteemed team!

Company Description
As one of the worlds 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. With 500 consultants and 70 offices across the globe, our clients receive indispensable financial advice wherever they are in the world.
Nigel Green, CEO and founder, is always pushing to be the best in the industry which is why deVere Group has experienced continual expansion since its inception, creating fantastic opportunities for anyone willing to work hard.
Our range of services include but are not limited to; international savings, Investment bonds, retirement planning, life insurance, pension transfers, education planning digital assets such as Bitcoin and many more. Not only are our services extensive, but we can also offer our clients unique products that are exclusive to deVere Group.
We are constantly on the lookout for young, aspiring individuals to help push us towards new horizons and achieve our goals for the future.