WEALTH MANAGER SPAIN
Descripción de la oferta de empleo
They are a leading financial advisory firm based in La Cala de Mijas, Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.
bout the Company.
ur client is committed to delivering personalized and comprehensive financial solutions to a diverse clientele.
With a focus on Expats residing in the EU and Switzerland, they pride themselves on offering tailored financial advice to meet individual needs.
Their team consists of seasoned professionals dedicated to excellence and client satisfaction.
esponsibilities.
rovide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
onduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
ffer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
enerate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
uild and maintain strong client relationships through proactive communication and ongoing support.
tay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.
enefits.
nlimited earning potential through a commission-only structure.
pportunity to work from the office in La Cala de Mijas, enjoying a supportive environment and access to resources.
pportunities for professional development and career advancement within a dynamic team.
ollaborative culture that values innovation, diversity, and continuous learning.
equirements.
roven experience as an Independent Financial Advisor (and/or in sales), with a track record of success in delivering top-notch financial services.
trong knowledge of financial planning principles, investment products, and regulatory requirements.
xcellent communication, interpersonal, and analytical skills.
bility to work independently and professionally from the La Cala de Mijas office.
elevant certifications (e.
., CFP, CFA, Series 7) preferred.
luency in English; additional languages such as Spanish, German, or French are a plus.
lease note.
This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management.
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 financial services sales aspirationsTagged as.
advisor, Career, Chartered Advisor, CII, CISI, Costa del Sol, DipFA, DipPFS, Europe, Finance Jobs, FInancial Adviser Careers, Financial Advisor, IFA, IFA Career, Independent Financial Advisor, International Financial Advisor, International IFA Jobs, La Cala de Mijas, Marbella, Spain, UK Pensions, Wealth Management Advisor, Wealth Manager
Detalles de la oferta
- Prestige IFA Jobs
- 09/01/2025
- 10/04/2025
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