Financial Planning Expert
Há 2 dias
We are seeking a skilled Financial Planning Expert to join our esteemed team at GrabJobs. As an Independent Financial Advisor, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.
About the Role:
This is an exciting opportunity for a motivated and experienced Financial Planning Expert to join our leading Wealth Management firm in Loulé, Portugal. In this role, you will be responsible for cultivating strong relationships with clients, delivering expert financial advice and support, and creating customized financial plans that meet their unique needs.
Key Responsibilities:
* Conduct thorough assessments of clients' existing financial situations and future aspirations
* Develop and implement comprehensive financial plans that encompass 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
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
What We Offer:
We offer a supportive and collaborative work environment, along with opportunities for professional growth and development.
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