F&B Platform Implementation Consultant (m / f / d)

COS Global Services; Valencia; Híbrido; EUR 40.000 - 70.000; Jornada completa

Descripción de la vacante

COS Global Services, a leading independent digital private investment bank, is seeking Wealth Management Advisors to deliver international financial products. This role involves providing comprehensive financial planning support, client relationship cultivation, and advising on tailored financial solutions within a dynamic and collaborative environment.

Servicios

High-earning pay structure

Ongoing training and development

Compliance and marketing support

Formación

• 2+ years of industry experience required.
• Native or Business level English is necessary.

Responsabilidades

• Provide financial planning support to clients.
• Prepare financial plans and verify their accuracy.
• Advise clients on best financial solutions.

Conocimientos

Interpersonal skills

Understanding of investment business

Financial planning

Descripción del empleo

As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.

We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration, together with being the owners of companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total & UK Parliament among many others.

Our success speaks for itself with countless awards from our peers and a business that not only grows upwards but also outwards to ensure we are at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books who want to offer international financial products from regular savings and bonds to our digital, app-based investment products including regular savings, VC funds and lump-sum investment products.

We offer :

• An award-winning dynamic and fast-paced environment where inclusion, learning and collaboration are key to success.
• The chance to work with the world’s most innovative products and technology.
• Ongoing training and development to help you grow your skills and career.
• A generous and high-earning pay structure on all products.
• Compliance, administration, CRM and marketing support.

Both remote and hybrid-based opportunities are available for Wealth Management Advisory professionals looking to expand international product portfolio offerings to their clients across the region, including :

• International FinTech
• Finance Sales Business Development
• Structured Finance
• Pensions Products

Responsibilities :

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.
• Advise clients on the best financial solutions for their medium to long-term plans.

Qualifications :

• 2+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or Business level English, written and spoken is required for this role.

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