Senior Wealth Management Specialist

2 semanas atrás


Faro, Portugal Phiture Tempo inteiro

Company Overview: Phiture, a prominent wealth management firm based in Loulé, Portugal, is seeking an experienced Senior Wealth Management Specialist to join their esteemed team. As a trusted advisor, you will play a crucial role in providing expert financial guidance to clients, helping them achieve their long-term financial objectives and securing their financial futures.

Estimated Salary: €80,000 - €110,000 per annum, depending on experience.

Job Description: In this dynamic role, you will cultivate and maintain strong relationships with clients, delivering personalized financial advice and support. Your primary responsibilities will include conducting thorough assessments of clients' existing financial situations and future aspirations, creating and executing customized financial plans that encompass investment, retirement, and tax planning strategies, and regularly monitoring clients' financial progress to ensure optimal results.

Required Skills and Qualifications: To excel in this position, you will need a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possession of industry-leading qualifications such as CFP or CFA, a transferable client base, and AUM. Additionally, you should possess excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work autonomously and collaboratively within a team setting.

Benefits: We offer an attractive package that includes a competitive salary, comprehensive benefits, and a supportive, collaborative work environment that fosters growth and development. If you meet the outlined criteria and are passionate about assisting clients in achieving their financial objectives, we encourage you to apply for this exciting opportunity.



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