The deVere Group is offering prospective wealth managers across the globe the opportunity to continue their professional development with deVere. Founded in 2002 by the current CEO, Nigel Green, the deVere Group now boasts over $10 billion in assets under management with over 80,000 active clients in over 100 countries. This rapid rate of growth over the last 20 years has required the deVere group to move into a state of perpetual recruitment, where they are constantly seeking new talent to fuel their expansion. Are you interested in a career as a wealth manager? Read on to find out why deVere may be the right company for you. 

What is a Wealth Manager?

The career of a wealth manager is possibly one of the most exciting careers in finance. Despite this, not many people are familiar with the specifics of what a wealth manager does. Simply put, a wealth and asset manager is responsible for managing the investment portfolios of high-net-worth individuals. This role is usually dual-focused and revolves around two core offerings: financial planning and portfolio management.

To provide these services, you will need to perform several tasks. These tasks can include investing your client’s wealth, managing those investments, advising on future investments, and evaluating your client’s spending habits to ensure maximum financial efficiency.

Effectively rendering these services will require our wealth managers to familiarise themselves with various regulations and investment products. These investment products can include, but are not limited to:

• Lump Sum Investments;
• Fixed-Income Products;
• Global Funds, including Equity, VC, ESG;
• Portfolio Bonds;
• Regular Savings Plans;
• International Pension Planning;

Why deVere?

At the deVere Group, we believe training to be at the core of our success. As such, we offer our prospective wealth managers comprehensive training as part of their traineeship. For experienced Wealth Managers, we offer the opportunity to secure further chartered qualifications relevant to the industry, and transfer options that will allow you to work across the globe.

The deVere Group offers its wealth managers a range of benefits. At deVere, we believe in rewarding results. As such, we will ensure that compensation packages are structured in a manner that rewards our highest performers. The better your performance, the higher your earning potential.

Further, with offices in locations across the globe, the deVere Group can offer its wealth managers several options regarding location once their traineeships are complete.

Beyond this, deVere offers:

• 22 days annual leave;
• Top performer overseas trips;
• Housing assistance/relocation packages;
• Health insurance; and
• Continuing professional development opportunities. 

Who Are We Looking For? 

As you may be aware, there is no regulatory body responsible for governing the wealth management profession. This lack of oversight means that there is no formal structure to securing a wealth manager position at the deVere group.

When considering applicants for a wealth management position, we look for applicants holding a degree in a related subject like finance, accounting, or economics. Further, we require that our wealth managers are either level 4 advisory qualified within the U.K or that they aspire to achieve this certification.

Alternatively, we train wealth managers as part of the trainee program we discussed above. If you are not an experienced wealth manager but are keen to dive into the profession, we recommend viewing our wealth manager recruitment page.

The professional life of a wealth manager can be highly rewarding. Working in such a diverse profession allows you to pursue pathways that interest you and provides the opportunity to develop a career that suits your personal and professional aspirations. If you’re a recent graduate or experienced wealth manager interested in pursuing/developing your career as a wealth manager, don’t hesitate to get in touch with us today!

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