Portugal Wealth Management Opportunities for Ambitious Advisors

1 semana atrás


Porto, Porto, Portugal Prestige Ifa Jobs Tempo inteiro
Unlock Your Potential as a Financial Advisor in Portugal

We 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 company is committed to providing personalized, independent financial counsel to each client, ensuring their unique needs are met through tailored investment advisory services. You will cultivate and expand a client base focused on wealth management, provide personalized advisory services, and employ a consultative approach to understand clients' goals and tailor solutions.

To succeed in this role, you will require a Bachelor's degree or equivalent experience in business, finance, economics, or management, as well as strong service orientation, numerical acumen, and attention to detail. Prior experience with high-net-worth clients is preferred but not mandatory. Familiarity with investment, offshore, fintech, bond, or pension products is advantageous.

You will be part of a dynamic, growth-oriented enterprise that prioritizes fulfilling employees' career aspirations. Our company offers a range of benefits, including opportunities for industry-relevant chartered qualifications, diverse career paths, potential for geographical mobility, competitive commission-based bonuses, and comprehensive individual and team training programs.

Salary: €50,000 - €80,000 per annum, depending on experience. We offer a competitive salary package that reflects your value to our organization.

Requirements:

  • Bachelor's degree or equivalent experience in business, finance, economics, or management
  • Strong service orientation, numerical acumen, and attention to detail
  • Prior experience with high-net-worth clients preferred but not mandatory
  • Familiarity with investment, offshore, fintech, bond, or pension products advantageous

About Us: We are a leading provider of wealth management services in Portugal, dedicated to delivering personalized, independent financial counsel to our clients. Our team is passionate about helping individuals achieve their financial goals and we are looking for like-minded professionals to join us.



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