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- Tasks: Build and manage relationships with high-net-worth clients, providing tailored financial solutions.
- Company: Join deVere, a leading company 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 Budapest is necessary; potential for transfers to different locations.
The predicted salary is between 36000 - 60000 £ per year.
Experienced Financial Sales Professional based in Budapest. Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Financial Sales/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 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- Budapest based employer: deVere Group
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Sales- Budapest based
✨Tip Number 1
Network with professionals in the financial sales industry, especially those who have experience in wealth management. Attend local finance-related events or webinars to connect with potential colleagues and gain insights into the company culture at deVere.
✨Tip Number 2
Research the latest trends in financial services and wealth management. 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. Have specific examples ready that showcase your ability to build relationships and deliver tailored financial solutions, as this is a key aspect of the role at deVere.
✨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.
We think you need these skills to ace Financial Sales- Budapest 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 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 sales acumen, client relationship management, and knowledge of financial products. Use specific examples to demonstrate these skills in action.
Showcase Continuous Learning: Mention any ongoing education or training related to finance or sales. This could include certifications, workshops, or courses that demonstrate your commitment to professional development.
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.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle high-net-worth clients. Prepare examples from your past experiences where you successfully managed client relationships or tailored financial solutions.
✨Showcase Your Sales Acumen
Be ready to discuss your sales achievements in detail. Highlight specific targets you've met or exceeded, and explain the strategies you used to build and maintain client relationships.
✨Demonstrate a Consultative Approach
Since the role involves a holistic approach to wealth management, be prepared to discuss how you would assess a client's needs and develop personalised strategies. This will show your understanding of the consultative process they value.
