Independent Financial Advisor
3 meses atrás
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, PortugalWe are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures.Requirements: Minimum of 5 years of experience as a Financial Advisor in the wealth management industry. Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications. Transferable client base and AUM. Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Ability to work autonomously and collaboratively within a team setting. Responsibilities: Cultivate and maintain strong relationships with clients, delivering expert financial advice and support. Conduct thorough assessments of clients' existing financial situations and future aspirations. Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning strategies. Regularly monitor clients' financial progress and adjust plans as required. Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients. We offer an attractive package and a supportive, collaborative work environment. If you meet the outlined criteria and are enthusiastic about assisting clients in achieving their financial objectives, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr
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Independent Financial Advisor
6 meses atrás
Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiroJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, Portugal We are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in offering...
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Independent Financial Advisor
6 meses atrás
Faro, Portugal Click And Connect Online Limited Tempo inteiroJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Loulé, PortugalWe are representing a prominent Wealth Management firm in Loulé, Portugal, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in offering...
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Senior Wealth Management Specialist
4 semanas atrás
Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiroJob Title: Independent Financial AdvisorAbout the Role:We are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial...
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Financial Planning Expert
2 semanas atrás
Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiro**Company Overview**We are representing a prominent Wealth Management firm in Loulé, Portugal, seeking an experienced and qualified Financial Planning Expert to join their esteemed team.**Salary & Benefits**Our attractive package includes a competitive salary of approximately €60,000-€80,000 per year, dependent on experience. In addition, we offer a...
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Financial Advisor
2 meses atrás
Faro, Portugal Planetpeople Tempo inteiroEssa vaga expirou no Indeed Possíveis motivos: a empresa não está aceitando inscrições, não está contratando ou está analisando inscrições FINANCIAL ADVISOR (M/F) - FARO PlanetPeople Faro Se procura um novo desafio e integrar uma equipa jovem que define os seus próprios objetivos e remunerações, está no sítio certo! O momento é agora, agarre...
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Financial Advisor
2 meses atrás
Faro, Portugal Planetpeople Tempo inteiroEssa vaga expirou no Indeed Possíveis motivos: a empresa não está aceitando inscrições, não está contratando ou está analisando inscrições FINANCIAL ADVISOR (M/F) - FARO PlanetPeople FaroSe procura um novo desafio e integrar uma equipa jovem que define os seus próprios objetivos e remunerações, está no sítio certo! O momento é agora, agarre...
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Expert Financial Strategist for Wealth Management
1 semana atrás
Faro, Portugal Phiture Tempo inteiroCompany OverviewPhiture, a leading wealth management firm in Loulé, Portugal, is seeking an experienced and qualified Independent Financial Advisor to join their team.Salary: €60,000 - €80,000 per annum, depending on experienceJob DescriptionWe are looking for a skilled and knowledgeable professional to cultivate strong relationships with clients,...
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Financial Advisor
Há 1 mês
Faro, Portugal Planetpeople Tempo inteiroCLIENTESe procura um novo desafio e integrar uma equipa jovem que define os seus próprios objetivos e remunerações, está no sítio certo! O momento é agora, agarre esta oportunidade!A PlanetPeople, empresa especializada em R&S e Outsourcing encontra-se a recrutar um Financial Advisor para uma instituição financeira especialista na concessão de...
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Senior Financial Planner
4 semanas atrás
Faro, Portugal Phiture Tempo inteiroAbout the Role:We are seeking a highly skilled Senior Financial Planner to join our esteemed team at Phiture, a leading wealth management firm in Loué, Portugal. As a Senior Financial Planner, you will play a crucial role in delivering expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key...
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Senior Financial Consultant
2 semanas atrás
Faro, Portugal Phiture Tempo inteiroWe are seeking an experienced Senior Financial Consultant to join our team at Phiture in Loulé, Portugal.Job DescriptionCultivate and maintain strong relationships with clients, delivering expert financial advice and support. Conduct thorough assessments of clients' existing financial situations and future aspirations. Create and execute customized...
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Faro, Portugal Phiture Tempo inteiroWe are a prominent wealth management firm in Loulé, Portugal seeking an experienced and qualified financial advisor to join our esteemed team.About the Role:As a key member of our team, you will play a crucial role in providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial...
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Financial Planning Specialist for Wealth Management
1 semana atrás
Faro, Portugal Phiture Tempo inteiroWe are representing a prominent wealth management firm in Loulé, Portugal seeking an experienced Financial Planning Specialist to join their team.Job SummaryThe successful candidate will be responsible for cultivating strong relationships with clients, delivering expert financial advice and support. They will conduct thorough assessments of clients'...
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Senior Financial Analyst
Há 1 mês
Faro, Portugal Shiji Group Tempo inteiroShiji Group is a leading software supplier in the hospitality and retail industries. As a Senior Financial Analyst, you will play a key role in the company's financial operations. Your responsibilities will include:Key Responsibilities:Managing accounting operations in Portugal and serving as a backup for other EU entities as neededAssisting the finance...
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In-House Legal Advisor
2 semanas atrás
Faro, Portugal Arrow Global Portugal Tempo inteiroAbout Arrow Global PortugalArrow Global Portugal, a leading real estate investment manager, is seeking an In-House Legal Advisor to join its team. The successful candidate will be responsible for providing legal support and advice on matters related to financial law and governance, real estate law, and commercial law.Main ResponsibilitiesProvide legal advice...
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Senior Wealth Management Specialist
2 semanas atrás
Faro, Portugal Phiture Tempo inteiroCompany Overview: Phiture, a prominent wealth management firm based in Loulé, Portugal, is seeking an experienced Senior Wealth Management Specialist to join their esteemed team. As a trusted advisor, you will play a crucial role in providing expert financial guidance to clients, helping them achieve their long-term financial objectives and securing their...
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Wealth Management Expert
4 semanas atrás
Faro, Portugal Phiture Tempo inteiroFinancial Services SpecialistKey ResponsibilitiesCultivate and maintain strong relationships with clients, delivering expert financial advice and support.Conduct thorough assessments of clients' existing financial situations and future aspirations.Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning...
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Conselheiro de Vendas
Há 1 mês
Faro, Portugal H&M Group Tempo inteiroDesenvolve a tua carreira na moda com a H&MA H&M é uma marca de moda que oferece estilo e inspiração mais recentes, desde colaborações especiais com designers até artigos essenciais de guarda-roupa. Nossa ideia de negócio é oferecer moda e qualidade ao melhor preço, de uma forma sustentável.Função de Sales AdvisorComo Sales Advisor, juntamente...
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Private Client Advisor Portugal
1 semana atrás
Faro, Portugal Buscojobs Portugal Tempo inteiroOur client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector. Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a next generation platform business.With group offices in...
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Private Client Advisor Portugal
3 meses atrás
Faro, Portugal Prestige Ifa Jobs Tempo inteiroCompany Overview: Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector. Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a next generation platform business.With...
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Faro, Portugal Arrow Global Portugal Tempo inteiroArrow Global, a leading pan-European alternative asset manager, is seeking a highly skilled Real Estate Private Equity Associate to join its Investment & Origination team in Portugal. Company OverviewNorfin, acquired by Arrow Global in 2018, is a renowned Real Estate Investment Manager with over €2.1bn of assets under management. With a strong focus on...