Wealth Management Associate: Trainee - deVere Group

deVere Group

  • Accra
  • Permanent
  • Full-time
  • 1 month ago
We are looking for candidates who are ambitious, hungry for success and ready for a challenging and rewarding career to join our office in Accra.During your 12 – 18-month training and development phase you will experience all aspects of Wealth Advisory, successful candidates will be representing and booking appointments on behalf of their Wealth Advisor with clients based throughout Africa and I think we can all agree that in a time like this everyone is looking to save money where they can, protecting their assets with tax and market efficient products.Your role:
  • Learning the 3 Pillars of Wealth Management
  • Researching and prospecting potential clients
  • Make outbound calls / social media contact to potential clients.
  • Attend client meetings alongside your Wealth Advisor to learn the industry from the inside out.
  • Provide guidance on accessing our FinTech applications on Google Play and the AppStore
  • For more complex clients, book appointments with your allocated Wealth Advisor to provide full holistic advice.
  • Take part in twice daily training sessions with your Manager, Technical Training Team along with Institutional training teams to continue to be upskilled.
  • Using deVere’s own online learning library to blend the hard, soft and educational skills required to become a fully qualified and competent Wealth Advisor.
[ad]What we offer:
  • Uncapped earnings
  • Industry Qualifications
What about you?
  • You must be entrepreneurial. Thinking outside the box will help you succeed.
  • You must be relentless. If you give up easily, this job is not for you.
  • You must be a leader. The ability to guide others is key.
  • You must be teachable. We are not looking for the finished article.
  • You must have experience in working with off-shore clients and preferably with UK experience.

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