Portugal Wealth Advisor - Grow AUM & Client Impact

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

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.

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.

Conhecimentos

Strong service orientation

Numerical accuracy

Attention to detail

Analytical skills

Communication skills

Sales skills

Formação académica

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

Descrição da oferta de emprego

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.