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Wealth Management Expert

2 semanas atrás

Lisboa, Lisboa, Portugal deVere Group Tempo inteiro
About the Role

We are seeking a seasoned Investment Advisor to join our team at deVere Group. As a key member of our international financial sales profession, you will be responsible for building and developing a bank of wealth management clients.

Key Activities
  • Build and manage a portfolio of clients, providing tailored advice and ongoing support.
  • 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.
  • Analyze markets globally and clients' circumstances to select appropriate products and services.
Skills Required
  • Proven track record of delivering exceptional client service and driving business growth.
  • Strong numerical and analytical skills with close attention to detail.
  • Experience in managing high net worth clients is highly desirable.
  • Sound judgment skills and attention to detail can help analyze risks involved in certain investments.