Independent Financial Advisor - Portugal

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Portugal
We are representing an International leading Wealth Management firm in Portugal, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
Requirements:A minimum of 5 years of experience as a Financial Advisor in the wealth management industryIndustry leading qualifications such as CFP, CFA, or other relevant certificationsTransferable client base and AUMExcellent communication and interpersonal skillsStrong analytical and problem-solving abilitiesAbility to work independently and as part of a teamResponsibilities:Build and maintain relationships with clients, providing them with expert financial advice and guidanceConduct thorough financial assessments of clients' current financial situations and future goalsDevelop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategiesMonitor clients' financial progress and adjust plans as necessaryKeep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clientsOffering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

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