Lisbon International Financial Advisor - Cross-Border Wealth

Crossborder Group; Lisboa; On-site; EUR 63,051 - 168,138; Full time

Benefits offered by this job

Health insurance

Paid leaves and holidays

Job summary

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 offers substantial income potential, training, and qualification support, with benefits including health insurance and paid leaves.

Qualifications

• 10+ years of client-facing and sales experience.
• Strong background in financial planning and investment sales.
• Proficiency with CRM systems like HubSpot.

Responsibilities

• Engage and assess clients’ financial planning needs.
• Build and maintain a strong pipeline of prospective clients.
• Analyze clients’ existing financial positions.

Skills

Client-facing experience in financial services

Sales experience

Financial planning skills

Investment advisory

Excellent communication skills

Attention to detail

Time management

Organizational skills

Tools

CRM systems

Job description

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 offers substantial income potential, training, and qualification support, with benefits including health insurance and paid leaves.