Experienced Financial Strategist for Wealth Management Team
Há 1 mês
Company Overview
We are a prominent wealth management firm in Loulé, Portugal, seeking an experienced and qualified Independent Financial Advisor to join our esteemed team.
Salary
The estimated salary for this role is €60,000 - €80,000 per annum, depending on experience.
Job Description
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.
You will cultivate and maintain strong relationships with clients, delivering expert financial advice and support. Your duties will include conducting thorough assessments of clients' existing financial situations and future aspirations, creating and executing customized financial plans, and regularly monitoring clients' financial progress.
Required Skills and Qualifications
To be successful in this role, you will need a 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, and a transferable client base and AUM.
You will also require excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work autonomously and collaboratively within a team setting.
Benefits
We offer an attractive package and a supportive, collaborative work environment. Our ideal candidate will be enthusiastic about assisting clients in achieving their financial objectives.
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