About this opportunity
deVere Group lists this Financial sales consultant in wealth management opportunity in town of russia, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Описание:
deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group. This is a full-time on-site role for a Financial Wealth Management Consultant.
Задачи:
Conduct Market research
Meeting clients and completing holistic financial planning
Building and maintaining solid client relationships
Implementing Wealth Management strategies for your clients
Identify new business opportunities
Prospecting via Networking and Marketing
Требования:
Qualified Investment Advisors required
Strong background in financial planning and finance
Experience in retirement planning and consulting
Experience of Managing a substantial client book
Knowledge of the investment industry and various investment products
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
Client-focused approach to providing financial advice
Commitment to ongoing education and self-improvement
This is NOT a training role.
You MUST have a proven track record with independent advisory to apply for this role.
Условия:
This is a full-time on-site role
#J-18808-Ljbffr
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.