Consultants

Company Description KMI Consultants Ltd is a financial planning consultancy with an Office in Lisbon. We specialize in providing unique and tailored investment and financial planning solutions for our clients. Our team of expert consultants is trained to design and implement strategies that meet the diverse needs and expectations of our clients, taking into account the prevailing economic situation. Our aim is to maximize our clients' tax-free investment opportunities and provide them with the best options for their financial priorities.
Role Description This is a full-time, self employed, commission only, role for a Consultant at KMI Consultants Ltd. The Consultant will be responsible for seeking out clients, portfolio management, consulting on tax-free investment, retirement planning, lump sum investments, and savings for capital growth. This role is based in Lisbon, with flexibility for some remote work.
Qualifications Strong knowledge and experience in financial planning and investment managementAbility to design and implement investment strategiesExcellent analytical and problem-solving skillsGood understanding of tax-free investment opportunitiesExperience in retirement planning and portfolio managementAbility to work independently and as part of a teamStrong communication and interpersonal skillsAttention to detail and accuracyRelevant certifications such as CFP or CFA are a plusExperience working with high net worth individuals or expats is a plus
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