Portfolio Specialist
3 days ago
About this Opportunity
Wealth Manager at deVere GroupThis exciting role is for a skilled and results-driven Wealth Manager to join our team and provide expert wealth management solutions to clients worldwide.
The ideal candidate will be responsible for delivering exceptional client experiences through comprehensive financial assessments, tailored strategies, and ongoing portfolio monitoring.
- Develop and maintain strong relationships with internal teams and external partners to leverage resources and expertise.
- Stay informed about market trends, economic developments, and regulatory changes to provide informed advice.
Requirements:
- Possess a bachelor's degree in a related field or equivalent experience.
- Hold relevant financial planning professional certifications (e.g., CFP, EFA, DIPFA).
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