Senior Wealth Management Consultant

Há 5 dias


Faro, Portugal Independent Resourcing Consultancy Ltd Tempo inteiro

**Company Overview**

Independent Resourcing Consultancy Ltd is a leading wealth management firm in Loulé, Portugal, dedicated to providing expert financial advice and services to clients.

Salary

The estimated salary for this role is €60,000 - €80,000 per annum, depending on experience and qualifications.

Job Description

As a Senior Wealth Management Consultant, 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. Your responsibilities will include:

  • Cultivating and maintaining strong relationships with clients, delivering expert financial advice and support;
  • Conducting thorough assessments of clients' existing financial situations and future aspirations;
  • Creating and executing customized financial plans for clients, encompassing investment, retirement, and tax planning strategies;
  • Regularly monitoring clients' financial progress and adjusting plans as required;
  • Staying informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.

Required Skills and Qualifications

To be successful in this role, you will need to possess:

  • 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;
  • A transferable client base and AUM (Assets Under Management);
  • Excellent communication and interpersonal skills;
  • Strong analytical and problem-solving abilities;
  • Ability to work autonomously and collaboratively within a team setting.

Benefits

We offer an attractive package and a supportive, collaborative work environment that fosters professional growth and development.



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