Job Opportunity: Wealth Management Advisor at deVere Group
Location: Gaborone, Botswana
Contract Duration: 17 January 2025
Industry: Accounting – Finance
Overview
Join deVere, an award-winning global leader in wealth management and financial advisory services. We are committed to delivering personalized, independent advice to our clients, helping them achieve financial well-being and long-term success.
As a Wealth Management Advisor, you will play a pivotal role in guiding clients to make sound financial decisions, build wealth, and secure their future.
Key Responsibilities
- Build and develop a portfolio of wealth management clients (B2C only).
- Establish and maintain strong, trusting relationships with clients through a personalized advisory approach.
- Identify clients’ personal financial needs and opportunities through in-depth reviews and market analysis.
- Deliver tailored wealth management solutions using a holistic approach, offering a range of financial products and services, including:
- Lump Sum Investments
- Fixed-Income Products
- Global Funds (Equity, VC, ESG)
- Regular Savings Plans
- Portfolio Bonds
- International Pension Planning
- Fintech Solutions
- Stay informed on global market trends and regulatory requirements to provide up-to-date advice.
- Comply with all legislative, financial, and procedural standards.
Skills and Qualifications
- Strong numerical, analytical, and service-focused skills with close attention to detail.
- Experience managing high-net-worth clients (desirable).
- Knowledge of lump sum investments, offshore investments, bonds, fintech, or pension products (highly advantageous).
- Proven sales track record and a client-facing background are advantageous but not essential.
- Ambitious, target-driven, and committed to success.
- Professional, trustworthy, and team-oriented.
- Excellent judgment and risk analysis capabilities.
Benefits
- Competitive, transparent commission and bonus structure.
- Opportunities for career progression and international transfers.
- Access to industry-relevant chartered qualifications.
- Individual and team training programs for continuous development.
- Participation in client and employee events.
Why Join deVere?
At deVere, we prioritize training, development, and a supportive culture to enable your career goals and aspirations. With a focus on growth and recognition, we provide the tools and environment for you to excel in the international financial advisory space.
HOW TO APPLY:
OTHER VACANCIES:
- Cell Qty – Sales Consultants
- Pedros Flame Grilled Chicken – Store Manager
- Bayport Financial Services – Creditor Portfolio Analyst
- Pedros Flame Grilled Chicken – Assistant Store Manager
- Pedros Flame Grilled Chicken – Supervisors
Ready to embark on this rewarding journey?
Apply now to join deVere Group and take the next step in your career as a Wealth Management Advisor.