Senior Financial Strategist for a Leading Wealth Management Firm
2 semanas atrás
**Job Title:** Senior Financial Strategist
We are seeking an experienced and qualified Senior Financial Strategist to join our esteemed team at Independent Resourcing Consultancy Ltd in Loulé, Portugal. The successful candidate will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures.
As a Senior Financial Strategist, you will cultivate and maintain strong relationships with clients, delivering tailored financial solutions and support. Your key responsibilities include conducting thorough assessments of clients' existing financial situations and future aspirations, creating and executing customized financial plans, and regularly monitoring clients' financial progress.
The ideal candidate should have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, along with industry-leading qualifications such as CFP or CFA. A transferable client base and AUM are also essential requirements. Strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and the ability to work autonomously and collaboratively within a team setting are highly valued.
We estimate the salary for this position to be around €80,000 per annum, considering the location and industry standards. This attractive package includes a supportive and collaborative work environment, making it an exciting opportunity for those passionate about assisting clients in achieving their financial objectives.
-
Senior Financial Controller for Global Wealth Management
3 semanas atrás
Lisboa, Lisboa, Portugal Phiture Tempo inteiroCompany OverviewBNP Paribas is the European Union's leading bank, operating in 63 countries and having nearly 183,000 employees worldwide. In Portugal, the company has more than 8,700 employees across its 10 business entities.Job DescriptionWe are seeking a highly skilled Senior Financial Controller to join our Global Wealth Management team. As a key member...
-
Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiroCompany Overview: Boston Consulting Group is a leading management consulting firm with over 50 years of experience in helping organizations achieve their goals.Salary: The estimated salary for this position is around €120,000 per year, based on industry standards and location.Job Description: We are seeking a Senior Financial Strategist to serve as a...
-
Senior Wealth Management Financial Officer for Lisbon Office
3 semanas atrás
Lisboa, Lisboa, Portugal Phiture Tempo inteiroAbout the RoleAs a Senior Wealth Management Financial Officer, you will be part of the local Financial Controller Team based in Lisbon. This is a key position within the team and requires strong analytical skills, attention to detail, and excellent communication abilities.
-
Chief Financial Strategist for Global Services
3 semanas atrás
Lisboa, Lisboa, Portugal Buscojobs Portugal Tempo inteiroGlobal Services Finance Senior ManagerAbout the RoleServe as a strategic business partner to senior HR leaders, providing financial insights and recommendations that align HR initiatives with broader business objectives.Key ResponsibilitiesAnalyzing and providing actionable financial data to inform business decisions.Collaborating with cross-functional teams...
-
Senior Financial Strategist
1 semana atrás
Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiroJob DescriptionOverviewAs a Senior Financial Strategist at Michael Page Portugal, you will play a crucial role in driving business growth and profitability. Our client is a leading producer of renewable energy, and we are seeking an experienced professional to join their team.ResponsibilitiesIntegrate the Financial Department with the Controlling team to...
-
Senior Financial Strategist
Há 5 dias
Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiroCompany OverviewMichael Page Portugal is a leading recruitment agency specializing in financial and professional services. Our clients are renowned organizations seeking top talent to drive business growth. Job Offer DetailsSalary: €60,000 - €80,000 per annum, depending on experience Job DescriptionWe are seeking an experienced Senior Financial...
-
Lisboa, Lisboa, Portugal Bnp Paribas Wealth Management Tempo inteiroAbout the RoleBnp Paribas Wealth Management, a leading global private bank, is seeking an experienced Cyber Security Manager to lead the management of ICT risks across all WM Sites and ensure cyber security for the EMEA region. As the Global ITRO, you will be responsible for enforcing Group's IT risk strategy and developing skills within the team.Main...
-
Senior Financial Strategist
1 semana atrás
Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiroJob Description">We are seeking an experienced Senior Financial Strategist to join our team in Portugal.About the Role">The successful candidate will have a strong background in financial management, with a minimum of 8 years of experience in a corporate environment. They will be responsible for overseeing financial planning, reporting, and management of...
-
Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiroOverviewOur client, Michael Page Portugal, seeks a skilled Lead Financial Strategist to provide expert consulting services to entrepreneurial firms and small to medium-sized businesses (SMEs). This role involves advising clients on various aspects of finance, including tax compliance, corporate structure, and regulatory requirements.SalaryWe offer a...
-
Senior Financial Controller for Performance Management
1 semana atrás
Lisboa, Lisboa, Portugal Phiture Tempo inteiroRole OverviewYour Main Activities Are Under the responsibility of the local Financial Controller Team Leader, you will perform actual monthly closing and Budget processes. Contribute to the production of management control reporting, consolidate financial and non-financial information from sites.About the RoleThe Senior Financial Controller Senior Officer...
-
Senior Financial Strategist
3 semanas atrás
Lisboa, Lisboa, Portugal Thales Tempo inteiroAbout Hitachi RailHitachi Rail is a global leader in the rail industry, operating in every corner of the world. Our work focuses on digital transformation and cutting-edge technology.Estimated Salary: €65,000 - €85,000 per yearThis salary estimate is based on industry standards for senior financial roles in Portugal.Job DescriptionFinancial Planning and...
-
Senior Financial Market Strategist
Há 16 horas
Lisboa, Lisboa, Portugal Phiture Tempo inteiroWe are seeking a seasoned Senior Financial Market Strategist to bolster the Treasury of Phiture in Lisbon.Company OverviewPhiture is an international bank with a significant presence in the market. We offer our employees the opportunity to work in a challenging professional context and provide continuous training opportunities.SalaryThe estimated salary for...
-
Senior Financial Strategist for Global Operations
3 semanas atrás
Lisboa, Lisboa, Portugal Phiture Tempo inteiroOverviewAt Phiture, we're looking for a highly skilled Senior Financial Strategist to join our Global Services team. As a key member of our finance department, you'll play a critical role in supporting our business areas, including Finance, Legal, HR, Marketing, and IT.
-
Chief Financial Strategist
Há 1 mês
Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiroJob OverviewAt Michael Page Portugal, we are seeking an experienced Chief Financial Strategist to join our team.Salary InformationThe estimated annual salary for this position is approximately €80,000 - €110,000 depending on qualifications and experience.Job DescriptionWe are looking for a highly skilled financial professional with expertise in corporate...
-
Senior Workforce Management Strategist
1 semana atrás
Lisboa, Lisboa, Portugal Astrea Recruitment Tempo inteiroAstrea Recruitment OverviewAstrea Recruitment is a leading recruitment agency with 17 years of experience in transforming job seeking into a path of change and support.Job SummaryWe are seeking an experienced Senior Workforce Management Strategist to join our team in Bucharest. The successful candidate will lead teams focused on workforce management and...
-
Lisboa, Lisboa, Portugal Siemens Mobility Tempo inteiroSiemens Mobility, a leading provider of sustainable and digital solutions, is seeking an experienced Senior Financial Strategist to drive commercial excellence across our global operations. With a strong focus on innovation and digitalization, we enable our customers to accelerate their business transformation.About Siemens MobilityWe are a part of the...
-
Senior Technical Support Specialist for Wealth Management
3 semanas atrás
Lisboa, Lisboa, Portugal Phiture Tempo inteiroAbout the RoleAt BNP Paribas, we are seeking a highly skilled Senior Technical Support Specialist to join our Wealth Management team. This is an exciting opportunity to work with a talented group of professionals who are dedicated to delivering exceptional service and support to our clients.Job DescriptionWe are looking for an experienced technical support...
-
Financial Operations Specialist
Há 1 mês
Lisboa, Lisboa, Portugal Phiture Tempo inteiroAbout the role at BNP ParibasOverviewBNP Paribas is a leading international banking group with operations in 63 countries. With nearly 183,000 employees worldwide, we offer a wide range of financial services to individuals, corporations, and institutional investors.We are committed to providing our clients with innovative solutions that meet their evolving...
-
Cloud Financial Strategist
Há 1 mês
Lisboa, Lisboa, Portugal Devoteam Tempo inteiroCompany Overview At Devoteam, we empower businesses to unlock their full potential by harnessing the power of cloud technology. As a leading player in Digital Transformation, we bring people and technology together to drive innovation and growth. With a revenue of €1B, we have established ourselves as a trusted partner for organizations across EMEA. ...
-
Senior Financial Strategist for Multinational Consultancy
3 semanas atrás
Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiroAbout the RoleWe are seeking a Senior Financial Strategist to join our team in Portugal, working closely with our UK-based colleagues. As a key member of our finance department, you will play a critical role in overseeing financial planning, reporting, and management of financial resources within our organisation.Key Responsibilities:Oversee consolidated...