Wealth Manager Spain

hace 3 meses

Marbella, España Prestige Ifa Jobs A tiempo completo

About the Job

Our client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. 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.

About the Company:
Our 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.

Responsibilities:

Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.

Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.

Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.

Generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.

Build and maintain strong client relationships through proactive communication and ongoing support.

Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.

Benefits:

Unlimited earning potential through a commission-only structure.

Opportunity to work from the office in La Cala de Mijas, enjoying a supportive environment and access to resources.

Opportunities for professional development and career advancement within a dynamic team.

Collaborative culture that values innovation, diversity, and continuous learning.

Requirements:

Proven experience as an Independent Financial Advisor (and/or in sales), with a track record of success in delivering top-notch financial services.

Strong knowledge of financial planning principles, investment products, and regulatory requirements.

Excellent communication, interpersonal, and analytical skills.

Ability to work independently and professionally from the La Cala de Mijas office.

Relevant certifications (e.g., CFP, CFA, Series 7) preferred.

Fluency in English; additional languages such as Spanish, German, or French are a plus.

Please 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 aspirations.

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