Following your successful 4-week course you will then transfer to one of our global offices to continue your training on:
- Learning the 3 Pillars of Wealth Management
- Researching and prospecting potential clients
- Attend client meetings alongside your Wealth Advisor to learn the industry from the inside out.
- 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 deVeres own online learning library to blend the hard, soft, and educational skills required to become a fully qualified and competent Wealth Advisor.