Experienced Financial Planner and Wealth Manager based in Warsaw
We are looking for a talented Wealth Manager to join our Warsaw office. If you are passionate about growing your career, and willing to relocate to Poland, this is your chance!
At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.
- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.
- Build and nurture a client base of high-net-worth individuals (B2C).
- Identify and address personal and financial needs, delivering tailored wealth management solutions.
- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.
- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.
- Degree or equivalent experience in business, finance, economics, or management.
- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
- Reliable, professional, and a team player with a track record of delivering top-quality service.
- Proven financial sales success with a drive for targets and ambition.
Diverse career opportunities and progression.
- Competitive commission bonuses with a transparent structure.
- Comprehensive individual and team training to support your development.
- Advanced IT & CRM systems and top-notch technical support.
- Full product training.