Job Advertisement
We are representing a prominent Wealth Management firm in Loulé, Portugal, seeking an experienced and qualified Independent Financial Advisor.
Key Responsibilities
1. Cultivate and maintain strong relationships with clients, delivering expert financial advice and support.
2. Conduct thorough assessments of clients' existing financial situations and future aspirations.
3. Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
4. Regularly monitor clients' financial progress and adjust plans as required.
5. Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.
Requirements
* Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
* Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
* Transferable client base and AUM.
* Excellent communication and interpersonal skills.
* Strong analytical and problem-solving abilities.
* Ability to work autonomously and collaboratively within a team setting.
About Us
We offer an attractive package and a supportive, collaborative work environment.