- Cultivate strong relationships with clients, providing expert financial guidance and support.
- Conduct thorough assessments of clients' existing financial situations and future aspirations.
- Create customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
- 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.
- Minimum 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.
há 2 horas
Independent Resourcing Consultancy Ltd LouléJob Title: Independent Financial Advisor for Leading Wealth Management Firm in Portugal · We are seeking an experienced and qualified Independent Financial Advisor to provide expert financial advice to clients, helping them achieve their financial goals and secure their financial ...
há 1 dia
Click and Connect Online Limited LouléJob Title: Independent Financial Advisor · We are a leading wealth management firm in Loulé, Portugal, seeking an experienced and qualified Independent Financial Advisor to join our team. · The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in ...
Independent Financial Advisor - Loulé - Click and Connect Online
há 1 semana
Job Title: Independent Financial Advisor
We are representing a prominent Wealth Management firm in Loulé, Portugal, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.
As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.
Estimated Salary: €80,000 - €120,000 per annum, depending on experience.
Location: Loulé, Portugal.