Wealth Strategist

4 days ago

Dublin, Dublin City, Ireland deVere Group Full time

About the Role

Wealth Manager at deVere Group

This exciting opportunity is for a dynamic 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 implement innovative lead generation strategies to drive business growth.
  • Cultivate strong client relationships through regular communication and proactive issue resolution.
  • Maintain expertise in market trends, economic developments, and regulatory changes to provide informed advice.

Required Skills and Qualifications:

  • 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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