Private Wealth Management Specialist
3 days ago
Company Description
deVere Group is one of the world's foremost financial advisory organizations, offering personalized and independent financial advice to expatriates and investors worldwide.
Established in 2002 by CEO Nigel Green, dV manages over $14 billion in assets for more than 100,000 clients across more than 100 countries. With 500 consultants globally, deVere Group provides an extensive range of services, such as investment planning, retirement strategies, life insurance, digital assets, and exclusive financial products. The organization is committed to professional growth and excellence, fostering career opportunities for driven individuals aiming to excel in the financial sector.
Role Description
This is a full-time, on-site role located in the Budapest Metropolitan Area. As a Private Wealth Management Specialist, you will focus on providing expert financial planning, investment advice, and wealth management services tailored to the unique needs of diverse clients. Core responsibilities will include portfolio analysis, crafting personalized financial solutions, guiding clients in investments, and ensuring long-term wealth growth strategies. You will also maintain strong client relationships through effective communication and a deep understanding of financial markets and trends.
Qualifications
- Proficiency in Financial Planning and Investment Management to create and maintain tailored solutions for clients
- Strong Analytical and Finance skills to evaluate market trends and enhance client portfolios
- Excellent Communication skills for clear and professional client interactions
- Adaptability to evolving financial landscapes and regulatory requirements
- Proactive approach to building and maintaining client relationships
- Bachelor's degree in Finance, Economics, Business Administration, or a related field is strongly preferred
- Relevant certifications in financial planning or investment management, such as CFP or CFA, are advantageous
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