Due to aggressive and ambitious expansion, our client is now accepting job applications from financial advisors to work in Portugal.
Our client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their journey of sustained expansion. Beyond the chance to oversee diverse portfolios, they offer extensive training, ongoing career advancement, and a nurturing environment fostering continuous growth. With a CEO committed to a culture of lifelong learning and professional support, they prioritize fulfilling their employees' career aspirations.
Rooted in diligence and a commitment to individual success, their culture fosters a prosperous career trajectory. They are a dynamic, growth-oriented enterprise in search of individuals passionate about personal development and keen to evolve alongside them.
Their paramount goal is delivering personalized, independent financial counsel to each client. As a Wealth Manager in Portugal, you'll engage with a diverse array of clients, supported by licenses spanning multiple jurisdictions and access to cutting-edge industry tools. Your role encompasses holistic financial management, where you'll forge enduring client relationships and offer bespoke investment advisory services tailored to their unique needs.
Key Responsibilities:
Cultivate and expand a client base focused on wealth management (B2C).
Provide personalized advisory services to clients, fostering trust and maintaining robust communication channels.
Enhance assets under management by identifying financial needs and opportunities, delivering tailored solutions.
Conduct comprehensive client reviews to discern individual financial requirements and deliver customized wealth management strategies.
Employ a consultative approach to understand clients' goals and tailor solutions utilizing a diverse range of financial products and services.
Stay abreast of global markets and client dynamics to offer informed advice and product selection.
Required Skills:
Bachelor's degree or equivalent experience in business, finance, economics, or management.
Strong service orientation, numerical acumen, and attention to detail.
Aspiration for or possession of UK level 4 advisory qualification.
Prior experience with high-net-worth clients preferred but not mandatory.
Familiarity with investment, offshore, fintech, bond, or pension products advantageous.
Integrity, professionalism, and collaborative spirit coupled with a drive for excellence.
Sharp analytical skills and risk assessment capabilities.
Demonstrated track record in financial sales.
Ambition, goal orientation, and resilience.
Company Benefits:
Opportunities for industry-relevant chartered qualifications.
Diverse career paths and advancement prospects.
Potential for geographical mobility.
Competitive commission-based bonuses.
Comprehensive individual and team training programs.
Engaging client and employee events.
Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of two years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience as laid out above.
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