Wealth Manager

hace 2 semanas


Málaga, España Independent Resourcing Consultancy Ltd A tiempo completo

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe. Role: Financial Planner in Europe You will work alongside the Director of the European business, providing face-to-face advice to clients across Europe on medium to long-term financial objectives. Your responsibilities include offering advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning. Desired Skills & Experience Proven track record in Advisory / Relationship Management within a financial services organization (


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