Senior Financial Consultant

hace 4 semanas


Málaga, Málaga, España Click and Connect Online Limited A tiempo completo

**Job Opportunity:** Senior Financial Consultant for a Leading Wealth Management Firm in Malaga, Spain

We are representing a leading Wealth Management firm in Malaga, Spain, seeking an experienced and qualified Senior Financial Consultant to join their team.

As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

**Key Responsibilities:**

  • Foster and maintain relationships with clients, offering expert financial advice and guidance.
  • Perform comprehensive financial assessments of clients' current financial situations and future objectives.
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adjust plans as necessary.
  • Stay abreast of industry trends and regulations to ensure compliance and provide superior service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity.



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