Wealth Management Specialist Wanted in Portugal
Há 5 dias
**Job Title:** Wealth Management Specialist
**Location:** Portugal
A competitive salary is offered for this role, estimated to be around €80,000 - €120,000 per annum, depending on experience.
Our client is a dynamic and growth-oriented enterprise dedicated to enhancing the lives and financial well-being of their clientele. With a CEO committed to a culture of lifelong learning and professional support, they prioritize fulfilling their employees' career aspirations.
Job DescriptionAs a Wealth Manager in Portugal, you will engage with a diverse array of clients, supported by licenses spanning multiple jurisdictions and access to cutting-edge industry tools. Your role encompasses holistic financial management, where you'll forge enduring client relationships and offer bespoke investment advisory services tailored to their unique needs.
Key Responsibilities:- Cultivate and expand a client base focused on wealth management (B2C).
- Provide personalized advisory services to clients, fostering trust and maintaining robust communication channels.
- Enhance assets under management by identifying financial needs and opportunities, delivering tailored solutions.
- Conduct comprehensive client reviews to discern individual financial requirements and deliver customized wealth management strategies.
To succeed in this role, you will need:
- Bachelor's degree or equivalent experience in business, finance, economics, or management.
- Strong service orientation, numerical acumen, and attention to detail.
- Aspiration for or possession of UK level 4 advisory qualification.
- Prior experience with high-net-worth clients preferred but not mandatory.
- Familiarity with investment, offshore, fintech, bond, or pension products advantageous.
This role offers numerous benefits, including:
- Opportunities for industry-relevant chartered qualifications.
- Diverse career paths and advancement prospects.
- Potential for geographical mobility.
- Competitive commission-based bonuses.
- Comprehensive individual and team training programs.
-
Senior Wealth Management Specialist Wanted
4 semanas atrás
Porto, Porto, Portugal Prestige Ifa Jobs Tempo inteiroCompany OverviewPrestige Ifa Jobs is a dynamic and growth-oriented enterprise committed to delivering personalized, independent financial counsel to each client.Job DescriptionWe are seeking a Senior Wealth Management Specialist to join our team in Portugal. As a key member of our wealth management team, you will engage with a diverse array of clients,...
-
Wealth Management Professionals Sought in Portugal
2 semanas atrás
Porto, Porto, Portugal Buscojobs Portugal Tempo inteiroWith a focus on sustainability, recognition, and excellence, our client is now accepting applications from skilled financial advisors to work in Portugal. This esteemed company prioritizes the well-being of its clientele, seeking Investment Advisory Wealth Managers who are eager to embark on a journey of sustained expansion. Beyond the opportunity to oversee...
-
Portugal Wealth Management Opportunities for Ambitious Advisors
2 semanas atrás
Porto, Porto, Portugal Prestige Ifa Jobs Tempo inteiroUnlock Your Potential as a Financial Advisor in PortugalWe are seeking experienced and ambitious financial advisors to join our team in Portugal. As a wealth management professional, you will have the opportunity to work with high-net-worth clients, expand your portfolio, and enhance your skills through extensive training and career advancement programs.Our...
-
Wealth Manager for High-Net-Worth Clients in Portugal
3 semanas atrás
Porto, Porto, Portugal Prestige Ifa Jobs Tempo inteiroCompany Overview: Prestige Ifa Jobs is a dynamic, growth-oriented enterprise dedicated to delivering personalized financial services to clients.Salary and Benefits: The company offers a competitive commission-based bonus structure, comprehensive individual and team training programs, and opportunities for industry-relevant chartered qualifications. The...
-
Risk Management Specialist
4 semanas atrás
Porto, Porto, Portugal Natixis in Portugal Tempo inteiroJob Title: Risk Management SpecialistWe are seeking a highly skilled Risk Management Specialist to join our team at Natixis in Portugal. As a key member of the Know Your Supplier (KYS) team, you will play a crucial role in ensuring the smooth onboarding and periodic review of suppliers across multiple business lines.
-
Software Engineer Position in Portugal for Payments Team
3 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroNatixis in Portugal OverviewNatixis in Portugal is a Centre of Expertise within the Groupe BPCE worldwide. Its mission is to transform traditional banking by developing innovative solutions for business, operations, and work culture. As part of the Global Financial Services division, Natixis in Portugal applies technology for financial expertise in its two...
-
Senior Investment Manager for Wealth Management
3 semanas atrás
Porto, Porto, Portugal Prestige Ifa Jobs Tempo inteiroCompany Overview: Prestige Ifa Jobs, a renowned financial services firm, is expanding its presence in Portugal and seeks experienced professionals to join its team.About the Role: We are looking for a skilled Senior Investment Manager to lead our wealth management division in Portugal. The ideal candidate will have a proven track record of success in...
-
Senior Business Intelligence Specialist
4 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroAbout Natixis in PortugalNatixis in Portugal is a Centre of Expertise for Groupe BPCE, dedicated to transforming traditional banking by developing innovative solutions. Located in Porto, the company has over 2,400 employees from 30 nationalities, organized into three departments: Information Technology, Banking Support Activities, and Compliance.As part of...
-
Data Quality Specialist for Credit Risk Management
3 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroAbout Natixis in PortugalNatixis in Portugal is a Centre of Expertise that drives innovation and expertise in the financial sector, providing cutting-edge solutions for global business lines.As part of the Global Financial Services division, our team applies technology to develop financial expertise in Corporate & Investment Banking and Asset & Wealth...
-
Senior Java Developer Opportunity in Porto, Portugal
2 semanas atrás
Porto, Porto, Portugal Buscojobs Portugal Tempo inteiroJob OverviewWe are seeking a highly skilled Fullstack Developer with expertise in Java and Angular to join our client's team in Porto, Portugal. Our client is a French multinational financial services firm specializing in Asset & Wealth Management, Corporate & Investment Banking, Insurance, and Payments.
-
Enterprise Security Specialist
4 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroNatixis in Portugal, a global financial services leader, seeks an experienced Enterprise Security Specialist to join its BPCE IT business unit. The successful candidate will play a key role in maintaining the security and integrity of our infrastructure, ensuring the highest level of protection for our clients' data.Company OverviewNatixis in Portugal is...
-
Cybersecurity Specialist for Critical Infrastructure
3 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroJob OverviewWe are seeking a skilled Cybersecurity Specialist to join our team in Porto, Portugal. As a critical member of our IT department, you will be responsible for maintaining the security and integrity of our network infrastructure.About Natixis in PortugalNatixis in Portugal is the global arm of Groupe BPCE, providing asset and wealth management...
-
Cloud Infrastructure Specialist
3 semanas atrás
Porto, Porto, Portugal Natixis in Portugal Tempo inteiroJob Description:We are seeking a highly skilled Cloud Infrastructure Specialist to join our team in Porto, Portugal. This is an exciting opportunity for an individual to work with cutting-edge technologies and contribute to the success of our company.Company Overview:Natixis in Portugal is a leading financial institution with a strong presence in the region....
-
Content Moderator
3 semanas atrás
Porto, Porto, Portugal Cross Border Talents Tempo inteiroJob Title: Content Moderator - Norway Expert Wanted in PortugalWe are looking for a highly skilled Norwegian-speaking content moderator to join our team in Portugal.About the Role:This is a fantastic opportunity for an experienced content moderator who speaks fluent Norwegian to work with us in Portugal. As a content moderator, you will play a crucial role...
-
Porto, Porto, Portugal Buscojobs Portugal Tempo inteiroAbout the Company">We are a French multinational financial services firm specializing in Asset & Wealth Management, Corporate & Investment Banking, Insurance, and Payments. Our mission is to transform traditional banking by developing innovative solutions for our business, operations, and work culture worldwide.Job Description">We are seeking an experienced...
-
Financial Surveillance Specialist
4 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroJob DescriptionWe are seeking a highly skilled Financial Surveillance Specialist to join our team in Porto, Portugal. This is an exciting opportunity to work in a dynamic environment where you will be responsible for ensuring compliance with relevant rules and regulations.About UsNatixis in Portugal is a Centre of Expertise that transforms traditional...
-
Compliance Specialist for Risk Management
3 semanas atrás
Porto, Porto, Portugal Natixis in Portugal Tempo inteiroCompany OverviewNatixis in Portugal is a leading financial institution dedicated to providing innovative solutions for its clients. Our team is comprised of experienced professionals who share a passion for excellence and customer satisfaction.SalaryThe estimated salary for this position is around €45,000 - €65,000 per annum, depending on experience.Job...
-
Cybersecurity Architect for Global Financial Services
3 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroOverview of Natixis in PortugalNatixis in Portugal is the global arm of Groupe BPCE, offering Asset & Wealth Management and Corporate & Investment Banking services. These businesses support clients worldwide by addressing pressing environmental, technological, and regulatory challenges.
-
Cloud Infrastructure Specialist
3 semanas atrás
Porto, Porto, Portugal Natixis In Portugal Tempo inteiroCompany OverviewNatixis in Portugal is a key player in the global financial services industry, leveraging technology to drive innovation and growth. With a strong presence in Porto, our Centre of Expertise is home to over 2,400 employees from diverse backgrounds, working together to support the company's two main business lines: Corporate & Investment...
-
Incident Management Specialist
3 semanas atrás
Porto, Porto, Portugal Buscojobs Portugal Tempo inteiroJob OverviewWe are seeking an Incident Management Specialist to join our team in Porto, Portugal.This role is responsible for the effective implementation of the Incident Management Process and ensuring the restoration of services as soon as possible.