Financial Planning Specialist

1 dia atrás


Lisboa, Lisboa, Portugal GrabJobs Tempo inteiro
Job Overview:
GrabJobs is seeking a skilled Financial Planning Specialist to join our esteemed team. As an expert in wealth management, you will be responsible for providing personalized financial advice to clients, helping them achieve their financial objectives and secure their financial futures.

Key Responsibilities:
1. Cultivate strong relationships with clients by delivering expert financial guidance and support.
2. Conduct thorough assessments of clients' existing financial situations and future aspirations.
3. Develop customized financial plans that encompass investment, retirement, and tax planning strategies.
4. Regularly monitor clients' financial progress and adjust plans as needed.
5. Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.

Requirements:
1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
2. Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
3. Transferable client base and AUM.
4. Excellent communication and interpersonal skills.
5. Strong analytical and problem-solving abilities.
6. Ability to work autonomously and collaboratively within a team setting.

Benefits:
As a valued member of our team, you will have access to ongoing training and professional development opportunities, allowing you to stay up-to-date on industry trends and best practices.

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