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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 in Budapest.
- Benefits: Competitive commission, career growth, training, and potential relocation opportunities.
- Why this job: Elevate your career while making a real impact on clients' financial wellbeing.
- Qualifications: Degree in finance or related field, proven sales experience, and strong analytical skills.
- Other info: Supportive culture with ongoing professional development and diverse career paths.
The predicted salary is between 36000 - 60000 £ per year.
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 prioritises your professional development.
- Holistic Approach: Utilise a consultative process to tailor personalised 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 personalised 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!
Financial Advisor- Budapest based in London employer: deVere Group
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor- Budapest based in London
✨Tip Number 1
Network like a pro! Reach out to current employees at deVere on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral!
✨Tip Number 2
Prepare for the interview by researching common questions for Financial Advisors. We recommend practising your answers with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Showcase your sales skills! During interviews, share specific examples of how you've successfully managed client relationships and met targets. Numbers speak volumes!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the deVere team!
We think you need these skills to ace Financial Advisor- Budapest based in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your sales acumen and experience with high-net-worth clients to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for wealth management and how you can contribute to our mission at deVere. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate your success in previous roles, especially in client interactions and financial solutions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Budapest!
How to prepare for a job interview at deVere Group
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial products and services. Familiarise yourself with investment strategies, pensions, and estate planning. This will not only show your expertise but also demonstrate your commitment to providing tailored solutions for high-net-worth clients.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use active listening skills and engage in a two-way conversation. Share relevant personal experiences that highlight your ability to nurture client relationships, as this is crucial for a Wealth Manager role.
✨Showcase Your Sales Skills
Be prepared to discuss your previous sales successes and how you’ve met targets in the past. Use specific examples to illustrate your sales acumen and how it can benefit deVere Group. Remember, they’re looking for someone who can manage a diverse portfolio effectively.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company culture, training opportunities, and how they support career growth. This shows your genuine interest in the role and helps you assess if deVere is the right fit for you.
