Wealth Manager

Private Client Consultancy; Lisboa; Híbrido; EUR 60 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Uncapped commission

Flexible working environment

Comprehensive training

Marketing and admin support

Marketing and admin support

Resumo da oferta

A leading IFA network in Portugal is seeking a driven Wealth Manager to join their team. In this commission-only role, you will build and manage a portfolio of high-net-worth clients and deliver tailored financial advice. The company offers a flexible working environment, comprehensive training, and strong market access within an expat community. Ideal candidates have a solid background in financial services and exceptional interpersonal skills to attract and retain clients. This is a unique opportunity to elevate your career while enjoying the stunning backdrop of Southern Europe.

Qualificações

• Proven track record in financial services or wealth management.
• Ability to work autonomously with a proactive approach.
• A passion for helping clients achieve their financial goals.
• Qualifications such as CISI or CII preferred but not essential.

Responsabilidades

• Build and manage a portfolio of high-net-worth clients.
• Deliver expert advice on investments, pensions, and tax planning.
• Cultivate strong, long-lasting client relationships.
• Leverage our in-house resources and administrative support to focus on client acquisition and retention.

Conhecimentos

Client acquisition

Interpersonal skills

Communication skills

Interpersonal communication

Formação académica

Relevant qualifications (CISI, CII, or equivalent)

CII

Descrição da oferta de emprego

Wealth Manager - Commission-Only

Calling all entrepreneurs wanting to work in Portugal! Are you looking to work for a company passionate about how we deal with our clients? Want to sell and not be burdened with out-of-date systems and processes? Then read on!

We're looking for those people who are entrepreneurial, who care about their clients and who want to succeed.

Join a Thriving IFA Network in Portugal

Are you a driven, client-focused sales professional looking for a career in Financial Planning or Wealth Management? Private Client Consultancy, a leading IFA network in Southern Europe, is seeking Wealth Managers to join our team.

About Us

At Private Client Consultancy, we specialise in delivering tailored financial advice to expatriates and international clients. Our network provides the tools, support, and autonomy you need to succeed in a dynamic and competitive market.

Your Role

As a Wealth Manager, you will:

• Build and manage a portfolio of high-net-worth clients.
• Deliver expert advice on investments, pensions, tax planning, and other financial products.
• Cultivate strong, long-lasting client relationships.
• Leverage our in-house resources and administrative support to focus on client acquisition and retention.

What We Offer

• Uncapped Commission: Your earning potential is directly tied to your performance.
• Flexible Working Environment: Enjoy the freedom to work independently while being supported by our established infrastructure.
• Comprehensive Training: Access to professional development programmes to keep your skills sharp and up to date.
• Exclusive Market Access: Tap into a growing expat community with a high demand for financial expertise.
• Marketing and Admin Support: Focus on what you do best—we’ll handle the rest.

What We’re Looking For

• Proven track record in financial services or wealth management.
• Ability to work autonomously with a proactive approach to client acquisition.
• Strong interpersonal and communication skills.
• Relevant qualifications (such as CISI, CII, or equivalent) are preferred but not essential.
• A passion for helping clients achieve their financial goals.

Why Join Us?

Private Client Consultancy is more than just a workplace—we’re a community of professionals committed to excellence. With a supportive culture, endless earning potential, and the stunning backdrop of southern Spain, this is your opportunity to elevate your career and lifestyle