Financial Advisor – Porto, Portugal

International Financial Advisor Jobs; Lisboa; Presencial; EUR 30 000 - 55 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Opportunities for industry-relevant chartered qualifications

Diverse career pathways

Comprehensive training programs

Commission bonuses

Training programs

Engagement events

Resumo da oferta

A leading financial advisory firm in Lisbon, Portugal, is seeking experienced financial advisors to join their team. The role involves building and managing a wealth management client base while delivering personalized financial services. Candidates should possess at least three years of client-facing experience, relevant qualifications, and a strong drive for achieving targets. The firm offers extensive training, competitive bonuses, and opportunities for professional development and global relocation.

Qualificações

• Minimum three years client-facing experience in wealth management or life insurance advisory.
• Recognized investment qualifications (e.g., CISI, CII, or equivalent).
• Experience with high-net-worth clients preferred.
• Prior experience with high‑net‑worth clients preferred.
• Knowledge of investment, offshore, fintech, bond, or pension products beneficial.
• Professional integrity, teamwork, and commitment to excellence.
• Strong analytical and risk assessment skills.
• Proven financial sales track record.
• Ambitious, resilient, and target‑driven.

Responsabilidades

• Build and expand a B2C wealth management client base.
• Deliver personalized advisory services and maintain strong client relationships.
• Conduct detailed client reviews to design customized wealth management strategies.
• Conduct detailed client reviews to design customized wealth management strategies.
• Apply a consultative approach to align financial solutions with client goals.
• Stay informed on global markets and client circumstances to provide relevant advice.

Conhecimentos

Strong service orientation

Numerical accuracy

Attention to detail

Analytical skills

Communication skills

Sales skills

Sales track record

Teamwork

Integrity

Formação académica

Bachelor’s degree in business, finance, economics, or management

Descrição da oferta de emprego

Overview

Join their expansion in Portugal. Due to ambitious growth, our client is welcoming applications from financial advisors to work in Portugal. They are recognized for sustainability, excellence, and fostering financial well‑being for their clients.

What They Offer

• Extensive training and ongoing career development
• A supportive environment for continuous growth
• Guidance from a CEO committed to professional learning and career support

Key Responsibilities

• Build and expand a B2C wealth management client base
• Deliver personalized advisory services and maintain strong client relationships
• Grow assets under management by identifying needs and offering tailored solutions
• Conduct detailed client reviews to design customized wealth management strategies
• Apply a consultative approach to align financial solutions with client goals
• Stay informed on global markets and client circumstances to provide relevant advice

Required Skills

• Bachelor’s degree or equivalent in business, finance, economics, or management
• Strong service orientation, numerical accuracy, and attention to detail
• UK Level 4 advisory qualification or working towards it
• Prior experience with high‑net‑worth clients preferred
• Knowledge of investment, offshore, fintech, bond, or pension products beneficial
• Professional integrity, teamwork, and commitment to excellence
• Strong analytical and risk assessment skills
• Proven financial sales track record
• Ambitious, resilient, and target‑driven

Company Benefits

• Opportunities for industry‑relevant chartered qualifications
• Diverse career pathways and advancement prospects
• Potential for relocation within global offices
• Competitive commission‑based bonuses
• Comprehensive training programs for individuals and teams
• Client and employee engagement events

Applicants should have at least three (3) years’ client‑facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance‑driven, client‑facing role focused on relationship development and growth.