Experienced Financial Consultant

hace 1 día

Málaga, Málaga, España Click and Connect Online Limited A tiempo completo
Job Opportunity for a Seasoned Financial Strategist

We are seeking a highly skilled and experienced Financial Strategist to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals and secure their financial futures.

Key Responsibilities:

  • Foster and maintain strong relationships with clients, offering personalized financial advice and guidance.
  • Conduct comprehensive financial assessments of clients' current financial situations and future objectives.
  • Develop and implement tailored financial plans for clients, including investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adjust plans as necessary to ensure optimal results.
  • Stay up-to-date with industry trends and regulations to ensure compliance and provide exceptional service to clients.

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.

What We Offer:

  • A competitive compensation package.
  • A supportive and collaborative work environment.
  • The opportunity to work with a reputable and established company in the wealth management industry.

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