At a Glance
- Tasks: Support clients, identify new opportunities, and manage marketing campaigns.
- Company: Join a leading financial advisory firm with a global presence and over $10 billion in assets.
- Benefits: Enjoy full relocation assistance, comprehensive training, and a chance to live in Malta.
- Other info: Training starts on 13th October 2025; apply now to begin your journey!
- Why this job: Kickstart your international career in finance with hands-on experience and growth potential.
- Qualifications: One year of experience in sales or business development; excellent communication skills required.
Take the First Step Towards an International Career
Begin your journey in financial advisory with a 2-month intensive training programme based in Mauritius, followed by permanent placement in one of our international offices. The training for this overseas role officially starts in Jan 2026.
About Us
We are a world-leading financial advisory organisation, serving over 80,000 clients in more than 100 countries and managing over $10 billion in assets. We offer a structured pathway to becoming a fully qualified financial advisor, supported by a comprehensive training programme and internationally recognised qualifications.
As part of our team, you will gain hands‑on experience in all aspects of wealth advisory, representing and booking appointments on behalf of our global network of advisors. With the right drive and commitment, this is your chance to progress to a consultant role and excel in the financial services industry.
The Role
We are seeking energetic and exceptionally organised individuals with experience in sales, business development, or lead generation to support our advisors. You will play a crucial role in expanding our client base and ensuring client satisfaction. Your efforts will directly contribute to the success of our global operations while paving the way for your own career growth.
Core Responsibilities
- Support existing clients and identify new business opportunities through research, referrals, and outreach using tools like LinkedIn.
- Create and optimise digital marketing campaigns and social media strategies to generate leads and grow client networks.
- Manage administrative and compliance processes to ensure seamless client acquisition and retention.
- Build strong referral networks by leveraging connections within the organisation and beyond.
- Collaborate closely with advisors to grow client portfolios, bringing innovative ideas and achieving shared success.
Our Ideal Candidate
- You have at least one year of solid work experience in sales, business development, or lead generation.
- You are an excellent communicator, confident using the phone, video conferencing, and in-person meetings.
- You enjoy networking, building relationships, and bringing innovative ideas to life.
- You are motivated by success, thrive under pressure, and can adapt quickly to challenges.
- You possess integrity, energy, and a strong desire to develop your career in financial services.
Why Join Us?
- A clear and structured pathway to becoming a qualified financial advisor.
- Comprehensive training and support to help you succeed.
- Full relocation assistance, including guidance on accommodation and visa arrangements.
- The chance to build a rewarding career in international financial advisory with global exposure.
If you’re ready to take on this exciting opportunity, apply now and attach your CV to be considered. Your journey towards a global career in financial services starts here!
Seniority level
Associate
Employment type
Full‑time
Job function
Sales, Business Development, and Customer Service
Industries
Financial Services, Real Estate, and Banking
Wealth Management Trainee employer: deVere Investment Ltd
Join a world-leading financial advisory organisation that offers a structured pathway to becoming a qualified financial advisor, with comprehensive training and global exposure. Based in the beautiful location of Malta, you will enjoy a unique lifestyle while advancing your career in an energetic and supportive work culture that prioritises employee growth and success. With full relocation assistance and the opportunity to thrive in the international financial services industry, this is an excellent employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Trainee
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like deVere Investment Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Trainee
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to deVere Investment Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on deVere Investment Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at deVere Investment Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with deVere Investment Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at deVere Investment Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former deVere Investment Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
