Investment Advisor

About the role

The Investment Advisor role is a full‑time, remote position within deVere Group, a global financial advisory firm. Advisors provide personalized investment, retirement, savings and protection advice to expatriate and individual clients worldwide, aligning solutions with each client’s risk profile and financial goals.

Key responsibilities

• Meet with clients to understand their financial objectives and risk tolerance.
• Assess client situations and develop tailored investment proposals.
• Present recommendations and ensure clients understand the suggested strategies.
• Monitor portfolio performance and provide ongoing follow‑up to maintain client satisfaction.
• Stay up‑to‑date with market trends, product developments and regulatory requirements.
• Collaborate with colleagues across deVere Group to deliver compliant, high‑quality advice and identify new business opportunities.

Required profile

• Strong background in financial planning, investment strategies and customer service.
• Relevant academic qualifications in Finance, Economics, Business or a related field.
• Professional certifications such as CFP, CFA or equivalent are an advantage.
• Excellent analytical, communication and presentation abilities, with proficiency in English.
• Proven ability to work in a target‑driven environment while adhering to ethical and regulatory standards.
• Interest in global markets and a commitment to building a long‑term career in financial advisory.