Private Financial Advisor

Banco Invest S.A., um banco mais especializado e flexível, está a recrutar um Private Financial Advisor para integrar o Departamento de Private Financial Advisors / Agentes Vinculados em Lisboa. O candidato ideal tem 5 a 10 anos de experiência na gestão de clientes de banca privada ou privadas/HHN (HNW). A posição oferece a possibilidade de trabalho...

Banco Finantia in Lisbon seeks a Private Banker to build trusted client relationships, manage a diverse portfolio and provide tailored investment solutions. You will identify opportunities, collaborate with specialists, and ensure high-quality service while adhering to regulatory requirements and internal policies. Fluency in English is essential, and...

Banco Finantia in Lisbon seeks a Private Banker to build trusted client relationships, manage a diverse portfolio and provide tailored investment solutions. You will identify opportunities, collaborate with specialists, and ensure high-quality service while adhering to regulatory requirements and internal policies. Fluency in English is essential, and...

Financial Advisor needed to build client portfolios, provide financial advice, and manage client wealth.Requires strong analytical skills and industry qualifications.

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...

KPMG Portugal invites you to join our Tax Financial Services team in Lisbon, delivering complex Tax solutions for financial clients and helping reduce risk and improve compliance across industries. The role requires a law/economics/management background, 3+ years in Tax, strong communication and teamwork skills, and English fluency. Travel availability is...

A customer service company in Lisbon is looking for a proactive Customer Advisor to provide support across multiple channels.Fluency in Portuguese is essential, along with strong communication skills and a willingness to learn.This position offers competitive compensation and various performance incentives, such as meal allowances and transportation...

A global investment advisory firm is seeking an International Financial Advisor to develop new client relationships and manage existing ones. This role, based in Lisbon, emphasizes business development and financial planning. Ideal candidates should have 10+ years of relevant experience, excellent communication skills, and a strong ethical standard. The firm...

EY in Lisbon is seeking a Senior Consultant to join the Financial Services Risk Management team, focusing on AML and financial crime. You will work on complex engagements, supporting design, assessment and enhancement of AML frameworks, and collaborate with clients and internal teams to deliver high-quality work. You will analyze data, perform risk...