DeVere Group is a world-renowned wealth technology and advice organization.
We are seeking Business Development Professionals who can thrive in a fast-paced environment with excellent communication skills, attention to detail, and an entrepreneurial spirit.
This role provides analytical, investment, and client service support for existing clients while developing skills to grow new business.
Ongoing training and development will prepare you for a successful transition into our Private Wealth Advisor role.
To Reach Your Potential:
* Collaborate with Private Wealth Advisors to implement wealth management strategies for existing and new clients.
* Create marketing presentations for prospective clients.
* Research investment vehicles for client asset allocation.
* Provide exceptional client service and team support.
* Source new clients through targeted outreach.
* Participate in meetings with prospective clients and follow up as needed.
* Manage new business meetings and action items.
Requirements:
* At least 1 year of experience in financial services.
* Pursuing a career as a Private Wealth Advisor.
* Ability to work under pressure and think clearly.
* Strong interest in the financial markets.
* Multitasking and collaboration with various departments.
* Entrepreneurial spirit and teamwork.
* Excellent verbal and written communication skills.
* Strong interpersonal skills and relationship-building abilities.