Senior Financial Strategist for a Leading Wealth Management Firm

2 semanas atrás


Lisboa, Lisboa, Portugal Independent Resourcing Consultancy Ltd Tempo inteiro

**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.



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