INDEPENDENT FINANCIAL ADVISOR - PORTUGAL
Descrição da oferta de emprego
Independent Financial Advisor for Leading Wealth Management Firm in Loul Portugal We are representing a prominent Wealth Management firm in Loul Portugal in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.
As an Independent Financial Advisor you will play a crucial role in offering expert financial advice to clients aiding them in reaching their financial objectives and securing their financial futures.
Requirements.
Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
Possession of industryleading qualifications such as CFP CFA or other relevant certifications.
Transferable client base and AUM.
Excellent communication and interpersonal skills.
Strong analytical and problemsolving abilities.
Ability to work autonomously and collaboratively within a team setting.
Responsibilities.
Cultivate and maintain strong relationships with clients delivering expert financial advice and support.
Conduct thorough assessments of clients existing financial situations and future aspirations.
Create and execute customized financial plans for clients encompassing investment retirement and tax planning strategies.
Regularly monitor clients financial progress and adjust plans as required.
Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.
We offer an attractive package and a supportive collaborative work environment.
If you meet the outlined criteria and are enthusiastic about assisting clients in achieving their financial objectives we encourage you to apply for this exciting opportunity.
We offer an attractive package and a supportive collaborative work environment.
If you meet the outlined criteria and are enthusiastic about assisting clients in achieving their financial objectives we encourage you to apply for this exciting opportunity.
Remote Work.
No
Detalhes da oferta
- Independent Resourcing Consultancy Ltd
- Indeterminado
- 02/11/2024
- 31/01/2025
Main tasks: analyze the market in portugal region and better understand sales channel in portugal regions... maintain customer partnership in portugal improve brand market share and product coverage continually... 5 years or above experience of channel sales in it or relevant industry is preferred;......
Your next job, without boundaries! we are offering a great work experience in lisbon, portugal for a role as a multilingual customer advisor( german, dutch, french, italian, russian, turkish, spanish) why a customer advisor role is great for your professional and personal development: live in lisbon......
As a turkish customer support advisor, you will:-assist clients via inbound calls, chat, or e-mail in the after-sales process by answering customers' inquiries and/or attending to potential requests... resolve product or service problems by clarifying the customer's complaints......
Requisitos do trabalho sem experiência este é um trabalho de meio período que ocorre principalmente on-line, você pode fazê-lo no seu celular ou computador... você deve receber nosso convidado em portugalagentes necessários em toda portugal, este é um trabalho de meio período que ocorre principalmente......
Técnico de admissões - front office - sales adviser (m/f)lisboa, portugal o nosso cliente é uma organização de referência no sector do ensino superior privado e pretende reforçar a sua estrutura com o seguinte perfil: sales advisor responsabilidades • resposta a pedidos de contacto por parte de possíveis......
E porquê a buyme property?as maiores comissões do mercado;plano de formação e integração 100% gratuíto;acompanhamento personalizado;prémios de produtividade;ferramentas e material de merchandising 100% gratuitas;ferramentas de marketing 100% gratuitas;fotografia profissional, vídeo profissional, drone......
Nosso cliente, um provedor reconhecido de serviços em seguros de saúde e administração de fundos de pensão, está procurando um assistente administrativo francês para o seu escritório em lisboa, portugal... um compromisso de longo prazo e experiência na indústria de seguros é preferido......
If you are interested in the above position, kindly forward your cv to barbara luvisotto montagnini on *****@*****... join our team in portugal! responsibilities: answer to customer queries and requests, in a simple way keeping your smile, ensuring their satisfaction through a unique customer experience......
Temo-nos apercebido que os profissionais que mudaram para portugal recentemente e começaram a trabalhar connosco são pessoas extremamente motivadas e empenhadas no seu trabalho... perfil: elevada capacidade de organização e gestão de tempo; carater responsável, proativo e empreendedor; fortes competências......
Oferta:-vencimento inicial acima da média, variável de acordo com a experiência profissional anterior e outras valências demonstradas... requisitos mínimos:-experiência anterior na área da construção civil ou similar;-elevado sentido de responsabilidade e espírito de trabalho em equipa......