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Wealth Management Professional
1 semana atrás
At GrabJobs, we are looking for a skilled Wealth Management Professional to join our team. As an Independent Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.
About the Firm:
We are a leading Wealth Management firm in Loulé, Portugal, dedicated to providing high-quality financial services to our clients. Our team is passionate about helping individuals and families achieve their financial goals, and we are seeking a motivated and experienced Wealth Management Professional to join our team.
Key Responsibilities:
* Cultivate and maintain strong relationships with clients, delivering expert financial advice and support
* Conduct thorough assessments of clients' existing financial situations and future aspirations
* Create and execute customized financial plans that meet clients' unique needs
* Regularly monitor clients' financial progress and adjust plans as required
* Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients
Requirements:
* 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
* Transferable client base and AUM
* Excellent communication and interpersonal skills
* Strong analytical and problem-solving abilities
* Ability to work autonomously and collaboratively within a team setting
Benefits:
We offer a competitive salary and benefits package, along with opportunities for professional growth and development.
