Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage high-net-worth client portfolios and deliver tailored financial strategies.
- Company: Join deVere, a top-rated company focused on enhancing clients' financial wellbeing.
- Benefits: Enjoy competitive commissions, career growth opportunities, and comprehensive training.
- Why this job: Be part of a supportive culture that prioritises your professional development and success.
- Qualifications: Degree in finance or related field; proven sales experience with high-net-worth clients.
- Other info: Relocation to Budapest required; 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: 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 Sales- Budapest based employer: JR United Kingdom
Contact Detail:
JR United Kingdom 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 are already working in Budapest. Attend local finance-related events or webinars to connect with potential colleagues and gain insights into the market.
✨Tip Number 2
Familiarise yourself with deVere's values and mission. Understanding their approach to client relationships and wealth management will help you align your discussions during interviews and demonstrate your fit for their culture.
✨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 solutions to meet individual client needs, as this is a key aspect of the role.
✨Tip Number 4
Stay updated on current financial trends and regulations that affect wealth management. Being knowledgeable about the latest developments will not only impress your interviewers but also show your commitment to providing top-notch service.
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, particularly in managing high-net-worth clients and meeting sales targets.
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 analytical abilities, attention to detail, and client relationship management. Provide examples of how you've successfully used these skills in previous roles.
Showcase Your Commitment to Growth: Express your eagerness for career advancement and professional development. Mention any relevant qualifications or training you are pursuing or plan to pursue that align with the financial services industry.
How to prepare for a job interview at JR United Kingdom
✨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 about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you determine if it's the right fit for you.
