Wealth Management Specialist

hace 3 días


Málaga, Málaga, España Click and Connect Online A tiempo completo
Wealth Management Specialist

Click and Connect Online is a leading Wealth Management firm in Malaga, Spain, seeking a highly skilled Wealth Management Specialist to join our team.

The ideal candidate will have a competitive salary of approximately €75,000 per year, plus benefits, and a strong track record of providing expert financial advice to clients.

About the Role:
  • Perform financial assessments of clients' current situations and future objectives.
  • Develop and implement personalized financial plans, including investment, retirement, and tax planning strategies.
  • Maintain relationships with clients, offering expert financial guidance and support.
What We Offer:
  • A supportive, collaborative work environment.
  • Ongoing training and development opportunities.
  • A competitive salary and benefits package.


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