Cross-Border Private Client Advisor

Prestige IFA Jobs in Porto, Portugal, seeks an experienced Private Client Advisor to deliver comprehensive financial planning and wealth management for an international client base, including expatriates. The role emphasizes cross-border solutions and UK pension considerations. The successful candidate will guide clients through complex decisions, design...

Prestige IFA Jobs in Porto, Portugal, seeks an experienced Private Client Advisor to deliver comprehensive financial planning and wealth management for an international client base, including expatriates. The role emphasizes cross-border solutions and UK pension considerations.The successful candidate will guide clients through complex decisions, design...

Prestige IFA Jobs in Porto, Portugal, seeks an experienced Private Client Advisor to deliver comprehensive financial planning and wealth management for an international client base, including expatriates. The role emphasizes cross-border solutions and UK pension considerations. The successful candidate will guide clients through complex decisions, design...

Blevins Franks Group is seeking a Private Client Manager based in Cascais, Portugal, to provide bespoke financial planning for expatriates and local clients. You will conduct reviews, document needs, and guide investment and estate planning within FCA-regulated standards.The role requires Level 4 Regulated Financial Planning qualification, 5+ years in...

Banco Finantia in Porto seeks a Private Banker to build trusted client relationships and advise on investment solutions. You will manage a portfolio, monitor markets and collaborate with Asset Management to tailor opportunities for each client. The role requires up to 2 years in banking, strong English, and a commercial mindset. You will work with dedicated...

Full-timeCompensation: USD 80,000 - USD 120,000 - yearlyCompany DescriptionOur client is recruiting an experienced Private Client Advisor Porto Portugal to join their established team in Porto, Portugal. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including...

Our client is recruiting an experienced Private Client Advisor Porto Portugal to join their established team in Porto, Portugal. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals. The successful candidate will thrive...

Our client is recruiting an experienced Private Client Advisor Porto Portugal to join their established team in Porto, Portugal. This position focuses on delivering comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals. The successful candidate will thrive...

Cross Border Talents is hiring a Danish Speaking Customer Advisor in Portugal for a fully remote role. You will communicate with Danish-speaking customers via phone, email, and live chat, resolving inquiries, guiding product setup and service details while maintaining CRM records and continuously improving service quality. The position offers a 40-hour work...