Wealth Manager for High-Net-Worth Clients in Portugal
2 semanas atrás
Company 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 estimated annual salary for this position is €80,000 - €120,000, depending on experience.
Job Description: As a Wealth Manager in Portugal, you will engage with high-net-worth clients, providing personalized advisory services, fostering trust, and maintaining robust communication channels. Your role will involve cultivating and expanding a client base focused on wealth management, enhancing assets under management, and conducting comprehensive client reviews to discern individual financial requirements.
Required Skills and Qualifications: To succeed in this role, you will need a Bachelor's degree or equivalent experience in business, finance, economics, or management. Strong service orientation, numerical acumen, and attention to detail are essential. Prior experience with high-net-worth clients is preferred but not mandatory. Familiarity with investment products, offshore banking, and fintech is advantageous. Integrity, professionalism, and a collaborative spirit are also required.
Additional Requirements: A minimum of two years' experience working in the wealth management business is necessary. This position is not suitable for individuals from the accounting/auditing or financial management profession, as it is a client-facing, sales-driven role.
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