[X527] | Independent Financial Advisor - Spain

Detalles de la oferta

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Malaga, Spain.
We are representing a leading Wealth Management firm in Malaga, Spain, seeking 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, assisting them in achieving their financial goals and securing their financial futures.
Requirements:Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.Industry-leading qualifications such as CFP, CFA, or other relevant certifications.Transferable client base and AUM.Excellent communication and interpersonal skills.Strong analytical and problem-solving abilities.Ability to work independently and as part of a team.Responsibilities:Foster and maintain relationships with clients, offering expert financial advice and guidance.Perform comprehensive financial assessments of clients' current financial situations and future objectives.Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.Monitor clients' financial progress and adjust plans as necessary.Stay abreast of industry trends and regulations to ensure compliance and provide superior service to clients.We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity.

#J-18808-Ljbffr


Fuente: Jobleads

Requisitos

[Kft391] | Credit Risk Analyst

Busco incorporar a un Credit Risk Analyst en una importante Compañía de Servicios Financieros en Málaga.FunciónLlevarás a cabo un análisis exhaustivo y rigur...


Desde *Nombre Oculto* - Málaga

Publicado a month ago

Customer Assistant - Dan Murphy'S - Doncaster East

Customer Assistant | Dan Murphy's | Share your passionLooking for an adventure? You'll fit right in at Dan's! As one of our spirited Customer Assistants, you...


Desde Endeavour Group - Málaga

Publicado a month ago

Revenue Accountant - (D-182)

We're looking for an exceptional accountant with IFRS experience to help us ready the business for public market scrutiny through our planned IPO. You'll hav...


Desde Sin Nombre - Málaga

Publicado a month ago

Junior Financial Accountant - Ap | [Up346]

Ebury is a hyper-growth FinTech firm, named in 2021 as one of the top 15 European Fintechs to work for by AltFi. We offer a range of products including FX ri...


Desde Importante Grupo - Málaga

Publicado a month ago

Built at: 2024-11-02T11:00:27.161Z