Wealth Manager - Bank

deVere Group is Hiring Wealth Manager (5+ Years Experience) for the Gurgaon location

Required skills

- Certified Wealth / Financial Planning professionals with a pre-existing NRI/HNI client book.

- Ability to manage portfolios, provide personalized investment advice, and grow AUM across global markets.

- Must have strong analytical skills, investment knowledge, and a proven sales track record.

Key Responsibilities

- Build and strengthen relationships with existing NRI/HNI clients.

- Expand client base through referrals, networking, and client-focused events.

- Conduct financial reviews and design tailored wealth management strategies.

- Advise on investments across funds, bonds, pensions, and fintech products.

- Monitor global markets to identify opportunities and grow Assets under Management (AUM).