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- Tasks: Build and manage client portfolios, providing tailored wealth management solutions.
- Company: Join deVere, a leading tech-driven wealth advisory firm focused on financial wellbeing.
- Benefits: Enjoy competitive commission, career growth opportunities, and comprehensive training.
- Why this job: Elevate your career in a supportive culture with a focus on professional development.
- Qualifications: Degree in finance or related field; proven sales experience and strong analytical skills required.
- Other info: Relocation to Budapest is necessary for this exciting opportunity.
The predicted salary is between 28800 - 48000 £ per year.
1 day ago Be among the first 25 applicants
Direct message the job poster from deVere Group
Head of European & International Regional Recruitment | deVere – The World\’s Leading Tech-Driven Wealth Creation Advisory
Experienced Financial Planner and Wealth Manager based in Budapest
Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Budapest office. If you are passionate about growing your career, and willing to relocate to Hungary, 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 prioritizes 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!
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance, Sales, and Business Development
-
Industries
Financial Services and Investment Management
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Financial Advisor- Budapest based employer: deVere Group
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor- Budapest 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 webinars to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the financial regulations and market trends specific to Hungary. Understanding the local financial landscape will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your previous experiences with high-net-worth clients. Be ready to share specific examples of how you successfully managed their portfolios and built trusting relationships, as this is crucial for the position.
✨Tip Number 4
Research deVere Group's values and mission. Tailor your conversations to reflect how your personal goals align with their commitment to enhancing clients' financial wellbeing, which will show that you're a great cultural fit for the team.
We think you need these skills to ace Financial Advisor- Budapest based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, sales, and client management. Emphasise any previous roles where you've managed high-net-worth clients or demonstrated strong sales acumen.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the financial services industry. Mention specific skills that align with the job description, such as your analytical abilities and attention to detail.
Highlight Relevant Qualifications: If you have a degree in business, finance, or economics, make sure to mention it prominently. Also, include any additional qualifications or certifications that are relevant to the role, as this can set you apart from other candidates.
Showcase Your Client Relationship Skills: In your application, provide examples of how you've built and maintained strong relationships with clients in the past. This is crucial for a role focused on managing a diverse portfolio of high-net-worth individuals.
How to prepare for a job interview at deVere Group
✨Research deVere Group
Before your interview, take the time to understand deVere's mission, values, and recent achievements. This will not only show your genuine interest in the company but also help you align your answers with their goals.
✨Prepare for Client Scenarios
As a Financial Advisor, you'll need to demonstrate your ability to manage high-net-worth clients. Prepare examples of how you've successfully built relationships and tailored financial strategies in previous roles.
✨Showcase Your Sales Acumen
Highlight your proven sales success during the interview. Be ready to discuss specific targets you've met or exceeded, and how your approach to client interactions has contributed to your achievements.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. Inquire about the support provided for career growth and how the team collaborates to achieve client satisfaction. This shows your enthusiasm and commitment to contributing positively.
