Wealth Manager

3 semanas atrás


Lisboa, Lisboa, Portugal deVere Group Tempo inteiro
3 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.

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

#J-18808-Ljbffr

  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    .About the job- As part of Wealth Management (WM) within Investment & Protection Services (IPS), Credit Officers oversee credit operations of all Wealth Management clients.In this scope, Credit Officers are responsible for the implementation of credit minutes, validation of cashouts, validation of short-term loans, shortfalls and irregulars monitoring, and...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    .About the jobBNPP Wealth Management is part of the International Financial Services pole of BNP Paribas Group.It is the 1st Private Bank in the Euro zone, employs 6,600 employees worldwide and has 370mn of assets under management.BNPP Wealth Management ("WM") is developing its Offering Middle Office which supports various Wealth Management entities.WM end...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    About Phiture, a leading player in the financial industryWe are part of the International Financial Services pole of BNP Paribas Group, employing 6,600 employees worldwide and managing 370 million euros in assets.Our Wealth Management Offering Middle Office supports various entities. Our clients come from diverse backgrounds and countries, seeking excellence...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    About the RoleBNPP Wealth Management is a leading private bank in the Euro zone, employing 6,600 employees worldwide and managing 370 million euros of assets.The company is developing its Middle Office offering to support various wealth management entities, providing high-quality services to clients from diverse backgrounds and countries.Main...


  • Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiro

    Company OverviewWe are BNP Paribas, a leading global bank with a strong presence in Portugal. Our Wealth Management division provides expert financial services to individuals and businesses.Job DescriptionThe Financial Controller Senior Officer will play a key role in our team, responsible for the monthly closing and budget processes, management control...

  • Business Manager

    4 semanas atrás


    Lisboa, Lisboa, Portugal Inetum Portugal Tempo inteiro

    Job Description We are looking for a Business Manager  to join our   Inetum Team  and be a part of a work culture focused on innovation  Location:   Lisbon   Main Responsibilities: Generates tax reports for clients and addresses their claims, coordinating with Relationship Managers as necessary.Assists Wealth Management teams with daily...


  • Lisboa, Lisboa, Portugal Backbase Tempo inteiro

    .Senior Product Marketing Manager (Retail Banking & Wealth) *this position is Europe remote* As a Senior Product Marketing Manager, you are the critical facilitator of product knowledge within Backbase, ensuring our global go-to-market is executed successfully and product information is always up to date and ready for use by customer-facing teams.You ensure...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    About the jobBNPP Wealth Management is part of the International Financial Services pole of BNP Paribas GroupIt is the 1st Private Bank in the Euro zone, employs 6,600 employees worldwide and has 370mn of assets under managementBNPP Wealth Management ("WM") is developing its Offering Middle Office which supports various Wealth Management entities. WM end...


  • Lisboa, Lisboa, Portugal Alti Tiedemann Global Tempo inteiro

    Company OverviewAlTi Tiedemann Global is a global wealth and alternatives manager with an expansive network of professionals across three continents. We offer a connected ecosystem of advice, solutions, and innovative investment opportunities from across our global network.We are passionate about finding better ways to serve our clients. We approach problems...


  • Lisboa, Lisboa, Portugal GrabJobs Tempo inteiro

    Company OverviewNFS/FSN Ltd is a prominent global Financial Services Network-only company that supports Independent Financial Advisers (IFAs), Wealth Managers/Planners, and Private Wealth Management companies. Our network provides terms of business to self-employed Advisers or Private Wealth Management companies, not employed roles or salaries.

  • Senior Relationship Manager

    1 semana atrás


    Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiro

    Social network you want to login/join with:Senior Relationship Manager - PortugalClient:EXANTELocation:PortugalJob Category:OtherEU work permit required:YesJob Reference:5f22cf78e320Job Views:4Posted:06.03.2025Expiry Date:20.04.2025Job Description:About the RoleWe are expanding our Global Sales Force and looking for an established Senior Relationship Manager...

  • Business Development Manager

    2 semanas atrás


    Lisboa, Lisboa, Portugal Mercan Properties Tempo inteiro

    .About us:Mercan Group is a leading company specializing in immigration, real estate and funds services.With a commitment to excellence, we provide comprehensive solutions to partners, individuals and families seeking to immigrate and invest in real estate.We pride ourselves on our expertise, professionalism, and dedication to helping our partners and...

  • Senior Relationship Manager

    4 semanas atrás


    Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    Senior Relationship Manager - Portugal, LisbonWe are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations.About the RoleThe ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly...

  • Senior Relationship Manager

    3 semanas atrás


    Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    Social network you want to login/join with:Senior Relationship Manager - Portugal, LisbonClient:EXANTELocation:Lisbon, PortugalJob Category:OtherEU work permit required:YesJob Reference:5f22cf78e320Job Views:41Posted:23.01.2025Expiry Date:09.03.2025Job Description:About the RoleWe are expanding our Global Sales Force and looking for an established Senior...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    About the JobAs a Credit Officer within Wealth Management, you will oversee credit operations of all Wealth Management clients. Your main activities will include inputting new resolutions of Credit committees, derivatives monitoring, providing reports, and participating in process improvements.You will work closely with other back office teams, relationship...


  • Lisboa, Lisboa, Portugal Language Matters Tempo inteiro

    About the RoleWe are seeking a highly motivated and skilled International Sales Account Manager to join our team in London. As a key member of our sales team, you will be responsible for building and maintaining relationships with high-net-worth individuals, providing them with expert advice on wealth management.Your primary goal will be to identify new...

  • Account Manager

    Há 4 dias


    Lisboa, Lisboa, Portugal Language Matters Tempo inteiro

    We are looking for a highly motivated Account Manager to join our team in London. As a key member of our sales team, you will be responsible for building relationships with high-net-worth individuals and providing expert advice on wealth management.Key responsibilities include:Establishing strong relationships with potential clients through proactive...


  • Lisboa, Lisboa, Portugal Amgen Sa Tempo inteiro

    Amgen Sa: A Leader in BiotechWe are a leading biotech company that develops innovative treatments for patients worldwide. With a diverse team of over 300 talented individuals from more than 35 nationalities, we are shaping the future of healthcare.The Role: Senior Associate Talent AcquisitionYou will drive full-cycle hiring across key areas like commercial,...


  • Lisboa, Lisboa, Portugal Icapital Tempo inteiro

    Job OverviewiCapital is a leading fintech platform powering the alternative investment marketplace.We have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

  • KYC Manager, Lisbon

    4 semanas atrás


    Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    About UsAt SwissBorg, we're a fintech company headquartered in Switzerland, with offices in Lausanne, Lisbon, Tallinn, and London. Our flagship product is the SwissBorg app, which offers over 730,000+ verified users the best price and liquidity across 16 fiat and 45+ cryptos, as well as giving them the opportunity to earn passive income with our Smart Yield...