Experienced Wealth Manager

Company Description

deVere Group is one of the world's premier financial advisory organizations, providing independent and professional financial guidance to expatriates and investors across more than 100 countries. Established in 2002 by Nigel Green, deVere oversees over $10 billion in assets for 80,000 active clients, supported by a global network of 70 offices and 500 consultants. Known for innovative financial services, the company offers a broad portfolio, including international savings, investment bonds, retirement planning, and exclusive financial products. deVere Group's mission is driven by expert professionals committed to excellence and creating significant opportunities for growth in the financial sector.

Role Description

This is a full-time, on-site role for an Experienced Wealth Manager based in WP, Kuala Lumpur. The role involves managing client portfolios, providing tailored financial planning advice, and developing customized investment strategies. The Wealth Manager will actively identify client needs, propose suitable financial products, foster client relationships, and stay informed on market trends to deliver exceptional advisory solutions. The role also includes regular client meetings and ensuring compliance with financial regulations.

Qualifications

• Experience in Financial Planning, Retirement Planning, and managing client wealth strategies
• Strong knowledge of Investment Management and expertise in Investments
• Comprehensive understanding of Finance and Insurance products
• Exceptional communication, interpersonal, and analytical skills
• Proven ability in building long-term client relationships and delivering personalized advice
• Relevant certifications such as CFP, CFA, or other recognized financial qualifications are highly advantageous
• Bachelor's degree in Finance, Economics, Business Administration, or a related field