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- Tasks: Build and manage relationships with high-net-worth clients, providing tailored financial solutions.
- Company: Join deVere, a leading firm dedicated to enhancing clients' financial wellbeing.
- Benefits: Enjoy competitive bonuses, 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.
- 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.
- 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.
- 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!
Financial Sales- Warsaw based employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Sales- 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 gain insights into the company culture at deVere.
✨Tip Number 2
Research the latest trends in wealth management and financial sales. Being knowledgeable about current market conditions and innovative financial products will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous successes in managing high-net-worth clients. Be ready to share specific examples of how you've tailored financial strategies to meet client needs, as this will showcase your expertise and ability to build strong relationships.
✨Tip Number 4
Familiarise yourself with deVere's values and mission. Understanding their approach to client service and financial wellbeing will allow you to align your answers with their expectations during the interview process, making you a more attractive candidate.
We think you need these skills to ace Financial Sales- 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 join 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 client relationship management, analytical abilities, and sales acumen. Provide examples of how you've successfully managed client portfolios and delivered tailored financial solutions.
Showcase Continuous Learning: Mention any ongoing education or certifications related to finance or sales. This demonstrates your commitment to professional development and aligns with deVere's supportive culture for career growth.
How to prepare for a job interview at LinkedIn
✨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.
✨Showcase Your Sales Experience
Be prepared to discuss specific examples of your past sales successes, particularly in managing high-net-worth clients. Highlight your ability to build relationships and tailor solutions to meet client needs.
✨Demonstrate Your Analytical Skills
Since the role requires strong analytical abilities, be ready to explain how you've used these skills in previous positions. Discuss any tools or methodologies you’ve employed to assess client needs and develop financial strategies.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about the team culture, training opportunities, and how success is measured within the organisation to demonstrate your enthusiasm for joining their team.
