International Financial Advisor

Há 23 horas


Lisboa, Lisboa, Portugal deVere Group Tempo inteiro
Role Overview

This is a fantastic opportunity for an experienced Investment Advisor to join our dynamic team at deVere Group. You will be working closely with our clients to provide bespoke wealth management solutions and help them achieve their long-term financial goals.

About deVere Group

deVere Group is a leading provider of wealth management services to high net worth individuals. Our team of experts provides tailored advice and ongoing support to help clients navigate the complexities of international finance.

Key Responsibilities
  • Bulk and develop a bank of wealth management clients through proactive relationship-building.
  • Manage and support a portfolio of clients, delivering personalized advisory services.
  • Identify opportunities to increase assets under management (AUM) by understanding clients' personal financial needs.
  • Conduct regular reviews to assess clients' financial situations and deliver targeted wealth management solutions.

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