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Financial Services Professional

hace 2 meses

Marbella, Málaga, España deVere Group A tiempo completo

About deVere Group

deVere Group is a leading international advisory and investment banking company, providing a comprehensive range of financial services to individuals and institutions worldwide.

Our company is uniquely positioned to offer a global support platform, with access to cutting-edge technology and a network of well-regulated subsidiaries.

We pride ourselves on offering unbiased, fair, and independent advice, providing our clients with a wide range of options suited to their needs.

Our Values

  • We are committed to delivering exceptional client service and support.
  • We strive to provide innovative and tailored solutions to meet our clients' financial needs.
  • We maintain the highest standards of integrity, transparency, and professionalism in all our dealings.

The Role of a Financial Advisor

A Financial Advisor at deVere Group is responsible for building and maintaining a portfolio of clients, providing them with expert advice and guidance on their financial matters.

Key responsibilities include:

  • Conducting financial needs analyses and developing personalized investment strategies for clients.
  • Providing ongoing portfolio management and monitoring, ensuring that clients' financial goals are met.
  • Staying up-to-date with market trends and regulatory changes, and communicating these to clients.

Requirements

  • Minimum 12 months of pure financial advisory experience in building and maintaining a portfolio.
  • Experience working with expatriate clients is desirable.

What We Offer

  • A competitive and high-earning pay structure on all products.
  • Administration support to help you manage your workload efficiently.
  • Compliance support to ensure you are always up-to-date with regulatory requirements.
  • CRM tools to help you stay organized and focused on client needs.
  • Full product training to ensure you have the knowledge and skills to provide expert advice.
  • A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world-class company performance incentives.