Wealth Management Specialist
hace 3 días
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.
- A supportive, collaborative work environment.
- Ongoing training and development opportunities.
- A competitive salary and benefits package.
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