Wealth Management Specialist

hace 1 día


Marbella, Málaga, España Metawealth™ A tiempo completo
About MetaWealth

MetaWealth is a pioneering investment platform that leverages blockchain technology to tokenize real estate assets, transforming physical properties into digital tokens representing ownership stakes. This innovative approach lowers the entry threshold for investors, enhances transparency, security, and efficiency by utilizing smart contracts and decentralized finance (DeFi) mechanisms. Our in-house asset management team provides passive investments for our customers, resolving traditional real estate investing challenges.

Role Overview

We are seeking a highly motivated and sales-driven Wealth Advisor to join our scaling international team. As a key member of our team, you will be responsible for managing client relationships, selling real estate investments to local and international clients, and working closely with all members of the MetaWealth team to exceed client expectations.

Responsibilities
  • Originate sales opportunities through direct client outreach and targeted leads.
  • Network with prospective clients and centers of influence in your designated geographic region.
  • Work directly with the Leadership Team to introduce, promote, and educate your local community on the MetaWealth value proposition.
  • Develop and manage existing client relationships, including regular client contact and communications.
  • Participate in the development of new business and networking opportunities.
  • Work with the firm's portfolio management team to incorporate clients' investment strategies with their planning objectives.
  • Participate in local and international events.
  • Participate in marketing content creation as led by the Marketing Team.
Requirements
  • 5+ years of full-sales cycle experience.
  • 3+ years of full-sales cycle experience within real estate, investment banking, or FinTech.
  • Near-native fluency in both English and Romanian.
About You

We are looking for a self-motivated, highly driven, and entrepreneurial individual with a client-first attitude, strong coaching and leadership skills, and a desire to work in an intimate, fast-growing, entrepreneurial company. If you are passionate about our mission and want to be part of a dynamic team working towards a better financial future, we encourage you to apply for this exciting opportunity.


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