Private Client Advisor Portugal

3 meses atrás

Faro, Portugal Prestige Ifa Jobs Tempo inteiro

.Company 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 group offices in London, Dubai, Zurich, Malta, Ireland and Hong Kong, they are licensed and duly regulated across multiple jurisdictions. They provide innovative, flexible, tailored and transparent cross-border solutions to meet diverse investment needs, whilst protecting their assets and growing their wealth. These solutions include absolute return, multi-asset and institutional funds, with both offshore and UCITS 5 funds structures. They are licensed in the UK; the EU; the UAE (SCA); and in 2024, in Australia. The Candidate They Seek: Our client is actively seeking highly skilled Level 4 qualified advisers to join their dynamic team. They value adaptability, expertise, and a global perspective in candidates. Whether you're located in the UK, Europe, or the UAE, they welcome candidates from diverse geographical backgrounds. They believe in flexibility, so this role isn't tied to a specific office location. If you're an adviser with an established client base in the UK and dream of a new adventure in Dubai, our client can make that transition seamless. Similarly, if you're an adviser in the UAE and wish to return to the UK with your loyal clients, the firm will support you in building your business there whilst maintaining your international client relations. The Must-Haves: Big ambitions and hungry for success Passion for serving clients across borders Minimum level 4 UK qualified (will consider level 3 only if based in the UAE) At least £10m clean AUM (not tied up in contracted regular savings products) Proven track record of building a client bank What They Offer: Our client offers its advisers the unique opportunity to serve clients across all its offices, regardless of their current base. They provide financial advisers with the means to deliver private wealth services, covering: advice, portfolio management, tax planning, property finance and protection. Through their centralised proposition they offer a complete solution from licensing, compliance, product, processes and lead generation

  • Private Client Advisor Portugal

    2 meses atrás

    Faro, Portugal Prestige Ifa Jobs Tempo inteiro

    Company 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...

  • Private Client Advisor Portugal

    3 meses atrás

    Faro, Portugal Prestige Ifa Jobs Tempo inteiro

    Company 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...

  • Private Client Advisor Portugal

    3 meses atrás

    Faro, Portugal Prestige Ifa Jobs Tempo inteiro

    .Company 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...

  • Independent Financial Advisor

    5 meses atrás

    Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiro

    Job 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...

  • Independent Financial Advisor

    5 meses atrás

    Faro, Portugal Click And Connect Online Limited Tempo inteiro

    Job 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...

  • Independent Financial Advisor

    5 meses atrás

    Faro, Portugal Click And Connect Online Limited Tempo inteiro

    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...

  • Technical Advisor for Home Automation Systems in Lisbon, Portugal

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    Faro, Portugal Blu Selection Tempo inteiro

    **Live and Work in Lisbon**Blu Selection is searching for a Technical Advisor for Home Automation Systems to join our team in Lisbon, Portugal. As a Technical Advisor, you will provide support to customers by responding to inbound requests and documenting relevant case information. You will also assist users with Pre-Sales, General Inquiries, and technical...

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    Faro, Portugal Independent Resourcing Consultancy Tempo inteiro

    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...

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    Faro, Portugal Arrow Global Portugal Tempo inteiro

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    Faro, Portugal Michael Page Portugal Tempo inteiro

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    Faro, Portugal Arrow Global Portugal Tempo inteiro

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    Faro, Portugal Sotheby'S - Carvoeiro Office · Faro · Expira Em 24 Dias Tempo inteiro

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    5 meses atrás

    Faro, Portugal Arrow Global Portugal Tempo inteiro

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    2 meses atrás

    Faro, Portugal Arrow Global Portugal Tempo inteiro

    Norfin is a leading Real Estate Investment Manager founded in 1999 and with over €2.1bn of assets under management in funds, SICs or SPVs, with a high diversity of profiles and strategies across all real estate and real estate connected sectors for a wide range of institutional investors. In 2018, Norfin was acquired by Arrow Global, a pan-European...

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    Faro, Portugal Arrow Global Portugal Tempo inteiro

    Norfin is a leading Real Estate Investment Manager founded in 1999 and with over €2.1bn of assets under management in funds, SICs or SPVs, with a high diversity of profiles and strategies across all real estate and real estate connected sectors for a wide range of institutional investors. In 2018, Norfin was acquired by Arrow Global, a pan-European...

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    Faro, Portugal Michael Page Tempo inteiro

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    Faro, Portugal Blu Selection Tempo inteiro

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    2 meses atrás

    Faro, Portugal Arrow Global Portugal Tempo inteiro

    Norfin is a leading Real Estate Investment Manager founded in 1999 and with over €2.1bn of assets under management in funds, SICs or SPVs, with a high diversity of profiles and strategies across all real estate and real estate connected sectors for a wide range of institutional investors. In 2018, Norfin was acquired by Arrow Global, a pan-European...

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    Faro, Portugal Michael Page Tempo inteiro

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