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- Tasks: Build and manage relationships with high-net-worth clients, providing tailored financial strategies.
- Company: Join deVere, a leading firm dedicated to enhancing clients' financial wellbeing.
- Benefits: Enjoy competitive commissions, career growth opportunities, and comprehensive training.
- Why this job: Be part of a supportive culture focused on your professional development and success.
- Qualifications: Degree in finance or related field; proven sales experience and strong analytical skills required.
- Other info: Relocation to Warsaw is necessary; potential for transfers to different locations.
The predicted salary is between 36000 - 60000 £ per year.
Experienced Financial Sales Professional and Wealth Manager based in Warsaw. Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Sales Professional/Wealth Manager to join our Warsaw office. If you are passionate about growing your career, and willing to relocate to Poland, this is your chance!
At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.
Why Join Us?
- Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.
- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritises your professional development.
- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.
Key Responsibilities:
- Build and nurture a client base of high-net-worth individuals (B2C).
- Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.
- Identify and address personal and financial needs, delivering tailored wealth management solutions.
- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.
- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.
- Perform general administrative duties as required.
Skills and Experience:
- Degree or equivalent experience in business, finance, economics, or management.
- Proven sales acumen with experience in face-to-face client interactions.
- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
- Reliable, professional, and a team player with a track record of delivering top-quality service.
- Proven financial sales success with a drive for targets and ambition.
Company Benefits:
- Opportunity to earn further chartered qualifications relevant to the industry.
- Diverse career opportunities and progression.
- Potential for transfers to different locations.
- Competitive commission bonuses with a transparent structure.
- Comprehensive individual and team training to support your development.
- Leading industry administration and compliance structures.
- Advanced IT & CRM systems and top-notch technical support.
- Full product training.
If you're excited by the prospect of a challenging and rewarding role, apply now to join our esteemed team!
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor- Warsaw based
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in wealth management. Attend local finance-related events or join online forums to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Research deVere's values and mission thoroughly. Understanding their approach to client relationships and financial wellbeing will help you align your conversation during interviews, showcasing how your personal philosophy matches their corporate culture.
✨Tip Number 3
Prepare to discuss your previous experiences with high-net-worth clients in detail. Be ready to share specific examples of how you've successfully managed portfolios and built trusting relationships, as this will demonstrate your capability to excel in the role.
✨Tip Number 4
Stay updated on current financial trends and regulations that affect wealth management. Being knowledgeable about the latest developments will not only impress your interviewers but also show your commitment to providing informed advice to clients.
We think you need these skills to ace Financial Advisor- Warsaw based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial sales and wealth management. Emphasise your achievements with high-net-worth clients and any specific results you've delivered.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you want to work at deVere specifically and how your skills align with their mission of enhancing clients' financial wellbeing.
Highlight Relevant Skills: In your application, focus on key skills such as analytical abilities, attention to detail, and client relationship management. Provide examples of how you've successfully used these skills in previous roles.
Showcase Continuous Learning: Mention any ongoing education or training related to finance, investments, or sales. This demonstrates your commitment to professional development and aligns with deVere's supportive culture.
How to prepare for a job interview at deVere Group
✨Research the Company
Before your interview, take some time to learn about deVere's mission, values, and recent achievements. Understanding their approach to financial wellbeing will help you align your answers with their goals and demonstrate your genuine interest in the role.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations or challenges. Prepare examples from your past experience that showcase your problem-solving skills and ability to build strong client relationships, particularly with high-net-worth individuals.
✨Showcase Your Sales Acumen
As a Financial Advisor, your sales skills are crucial. Be ready to discuss your previous sales successes, including targets you've met or exceeded. Highlight your strategies for building client trust and delivering tailored financial solutions.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team culture, training opportunities, or how success is measured in the role. This shows your enthusiasm and helps you assess if the company is the right fit for you.
