Financial Services Consultant

Há 4 dias


Lisboa, Lisboa, Portugal deVere Group Tempo inteiro
Job Description

This role is designed for experienced and qualified IFA candidates who are passionate about delivering exceptional client service and driving growth in the international financial sales profession.

About deVere Group

deVere Group is an award-winning, sustainable, and rewarding global-leading company that strives to make a difference in clients' lives and financial well-being. Our team of experts provides bespoke wealth management solutions to high net worth individuals, helping them achieve their long-term financial goals.

Key Responsibilities
  • Bulk and develop a bank of wealth management clients through proactive relationship-building and tailored advice.
  • Manage and support a portfolio of clients, maintaining strong communication and delivering personalized advisory services.
  • Identify opportunities to build continuous AUM by understanding clients' personal financial needs and offering suitable investment products.
  • Conduct thorough reviews to assess clients' financial situations and deliver targeted wealth management solutions.
  • Deliver needs-based solutions through effective communication and influencing.
  • Analyze markets globally and clients' circumstances to select appropriate products and services.
Required Skills and Qualifications
  • Strong numerical and analytical skills with close attention to detail.
  • Previous experience in managing high net worth clients is highly desirable.
  • Understanding of lump sum investments, offshore investments, fintech, bonds or pension products is advantageous.
  • A trustworthy, financially sound professional with excellent interpersonal skills.
  • Sound judgment skills and attention to detail can help analyze risks involved in certain investments.


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    Job DescriptionRole: Senior Consultant - FSO Tax TeamJob Summary: As a Senior Consultant on our FSO Tax team, you will play a key role in providing tax advisory services to our clients in the financial services market. You will work closely with our clients to understand their tax needs and develop tailored solutions to meet their requirements.Provide tax...


  • Lisboa, Lisboa, Portugal GrabJobs Tempo inteiro

    Expert Financial Consultant - Join Our Team!We are seeking a skilled Expert Financial Consultant to join our team at GrabJobs. As an Independent Financial Advisor, you will play a crucial 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...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    Are you ready to take your career to new heights? As an air travel financial services consultant, you will play a vital role in shaping the future of the airline industry, leveraging your expertise to drive business success and exceed client expectations.You will collaborate with global teams and partners to deliver SAP solutions, leveraging cutting-edge...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    Junior Financial Services Consultant (Tax, Lisbon) (Banking Sector)Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible.Join us and help the...


  • Lisboa, Lisboa, Portugal Capgemini Tempo inteiro

    Junior Financial Services Consultant (Tax, Lisbon) (Banking Sector) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible.Join us and help the...


  • Lisboa, Lisboa, Portugal Capgemini Tempo inteiro

    Junior Financial Services Consultant (Regulatory Reporting, Lisbon) (Banking Sector)Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible.Join...

  • Financial Consultant

    1 semana atrás


    Lisboa, Lisboa, Portugal Neotalent Conclusion Tempo inteiro

    Who are we:Neotalent Conclusion is one of the leading Iberian specialists providing services in Information Technology and Engineering services. As part of the Netherlands-based organization Conclusion, which has an ecosystem of over 25 companies and 3,600 employees, we are focused on increasing the technological capacity of our clients and the digital...


  • Lisboa, Lisboa, Portugal Grabjobs Tempo inteiro

    Job DescriptionWe are seeking a highly skilled SAP Financial Process Consultant to join our team. As a consultant, you will work closely with clients to understand their financial process requirements and implement solutions using SAP S/4HANA.The ideal candidate will have a strong background in finance and experience working with SAP systems. You should be...


  • Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    About the JobWe are looking for a highly motivated Financial Analyst Consultant to join our team at Phiture. As a key member of our financial analysis department, you will be responsible for analyzing financial data and making recommendations for business growth.Your Key Responsibilities:Analyze financial data to identify trends and opportunities;Develop and...


  • Lisboa, Lisboa, Portugal Vwds Inc. Tempo inteiro

    About the RoleWe are seeking an experienced Financial Systems Consultant to join our team. The ideal candidate will have a strong background in SAP systems, specifically in finance processes, and be able to drive digitalization and automation of these processes. As a Financial Systems Consultant, you will play a vital role in the S/4HANA transformation of...


  • Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    At TN Portugal, we're seeking a Financial Consultant Associate to join our team of experienced professionals. As a key member of our Exotic Trade Support unit, you'll play a critical role in ensuring the accuracy and timeliness of trade reporting.The ideal candidate will possess a strong understanding of financial markets and derivatives, as well as...


  • Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    About Our CompanyOverviewWe are a leading provider of business and technology transformation services, helping organizations to achieve their goals through innovation and expertise.Job SummaryWe are seeking a Junior Financial Consultant to join our team in Lisbon. As a Junior Financial Consultant, you will be responsible for supporting our clients in various...


  • Lisboa, Lisboa, Portugal Sap Se Tempo inteiro

    About the OpportunitySAP SE is seeking a highly skilled SAP Financial Consultant to join our team. As a key member of our Airline Industry Finance Practice, you will play a crucial role in delivering successful customer-centric projects.Key ResponsibilitiesDevelop and deliver presentations and demos to showcase SAP's capabilities and solutions for the...


  • Lisboa, Lisboa, Portugal Axians Portugal Tempo inteiro

    Job DescriptionWe are seeking a highly skilled SAP FI/CO Consultant to join our SAP Excellence Center team. The ideal candidate will have experience in financial planning and control systems, as well as excellent communication skills in English and Portuguese.Key Responsibilities:Design and implement efficient financial management solutions using SAP...

  • Financial Consultant

    1 dia atrás


    Lisboa, Lisboa, Portugal Tn Portugal Tempo inteiro

    About Tn PortugalTn Portugal is a leading provider of SAP solutions, empowering businesses to drive efficiency and innovation. Our team of experts is dedicated to helping clients achieve their goals through tailored consulting services.Job SummaryWe are seeking a highly skilled Financial Consultant to join our team in Portugal. As a key member of our team,...


  • Lisboa, Lisboa, Portugal TN Portugal Tempo inteiro

    About the RoleWe are looking for a highly motivated Senior Financial Consultant to join our team in TN Portugal. As a key member of our Business Consulting group, you will work closely with clients to improve their financial performance.Your key responsibilities will include:Establishing and maintaining strong relationships with clients and...

  • SAP Financials Consultant

    2 semanas atrás


    Lisboa, Lisboa, Portugal Timestamp Group Tempo inteiro

    Timestamp Group aggregates several leading Portuguese IT solutions and services companies around the concepts of excellence and knowledge sharing. We are committed to technological leadership, based on the quality of our service and technological solutions, supported by continuous training and certification.Role: SAP Financials ConsultantTechnical Skills:1....


  • Lisboa, Lisboa, Portugal Capgemini Tempo inteiro

    OverviewAt Capgemini, we empower our professionals to shape their careers in a collaborative environment. Our company is dedicated to unlocking the value of technology and building a more sustainable world.Your RoleWe are seeking motivated financial consultants to join our team in Lisbon. As a Financial Consultant, you will guarantee the accuracy and...

  • Junior Financial Consultant

    3 semanas atrás


    Lisboa, Lisboa, Portugal Phiture Tempo inteiro

    Junior Financial Consultant | DEC (Banking Sector, Lisbon)Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible.Join us and help the world's...

  • Junior Financial Consultant

    2 semanas atrás


    Lisboa, Lisboa, Portugal Capgemini Tempo inteiro

    Junior Financial Consultant | DEC (Banking Sector, Lisbon) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible.Join us and help the world's...