Financial Services Professional

hace 3 semanas

Málaga, Málaga, España Prestige IFA Jobs A tiempo completo
About the Role

Prestige IFA Jobs is seeking a highly motivated and ambitious Financial Services Professional to join their Wealth Management team in Malaga, Spain. As a key member of the team, you will be responsible for presenting investment opportunities to potential clients and managing a blend of new business development and existing client relationships within a designated territory.

Key Responsibilities
  • Market Research and Analysis: Conduct thorough market research on demographics, client needs, and country-specific trends to ensure each client interaction adds significant value.
  • Client Relationship Management: Manage a portfolio of clients, providing tailored investment advice and guidance to help them achieve their financial goals.
What We Offer
  • Comprehensive Training and Development: Access to a premier learning and development platform aimed at fostering professional growth and acquiring qualifications.
  • Personal Mentorship: Personal mentorship from seasoned wealth managers renowned worldwide.
  • Industry-Leading Rewards: Industry-leading rewards, incentives, and uncapped, tax-free earning potential.
  • State-of-the-Art Technology: Utilization of cutting-edge, proprietary in-house products and fintech services, as well as access to a wide array of global funds through reputable institutions and investment banks.
Requirements
  • Proven Track Record: Demonstrated success in wealth management or financial advisory roles.
  • Strong Communication Skills: Strong communication abilities enabling effective engagement with diverse individuals.
  • High Levels of Ambition: High levels of ambition and a drive to achieve success.
  • Proactive Approach: Proactive approach to performance, taking ownership of outcomes.
Preferred Experience
  • Background in Financial Services: Background in fields such as property, real estate, asset management, fintech, banking, foreign exchange (FX), wealth management, business development, sales, or investment banking would be advantageous.

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