Wealth Manager

hace 6 días

España Private Client Consultancy A tiempo completo

Are you an experienced and dedicated Independent Financial Advisor looking for an exciting opportunity to showcase your expertise? Private Client Consultancy invites you to join our esteemed team
We are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.
Responsibilities:

Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
Leverage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
Utilize active listening and emotional intelligence to understand client needs and offer solutions that address both their financial and emotional concerns.
Build and maintain strong client relationships through persuasive, confident communication and ongoing support.
Demonstrate persistence in following up with potential clients, overcoming objections, and closing sales.
Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.

Requirements:

Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.
Strong knowledge of financial planning principles, investment products, and regulatory requirements.
Sales-focused mindset with excellent communication, interpersonal, and analytical skills.
Ability to work independently and remotely while maintaining high levels of productivity and professionalism.
Goal-oriented with a drive to exceed client expectations and meet sales targets.
Relevant certifications (e.g., CFP, CFA, Series 7) preferred.
Fluency in English; additional languages such as Spanish, German, or French are a plus.

Benefits:

Unlimited earning potential through a commission-only structure.
Opportunities for professional development and career advancement within a dynamic and supportive environment.
Collaborative culture that values innovation, diversity, adaptability, and continuous learning.

Job Types: Full-time, Commission
Pay: From 60,000.00€ per year
Application Question(s):

In your previous roles, how have you developed and maintained strong client or customer relationships? Can you give an example of how you’ve used networking to generate new business or opportunities?
Describe a time when you had to convince a client or customer to buy into an idea, product, or service they were initially unsure about. How did you build confidence and trust in your recommendation?
Tell me about a situation where a client or customer had concerns or doubts. How did you actively listen to understand their needs and emotions, and how did you adjust your approach to successfully address their concerns?
Can you give an example of a time when a client or prospect was resistant to your sales pitch or offer? How did you handle the objections, and what was the outcome?
In your past roles, how did you stay motivated to meet or exceed sales or performance targets? What strategies did you use to stay focused on achieving your goals?
Can you describe a situation where you had to change your sales or communication style to suit a client’s personality or background? How did this adaptability affect the outcome?
Tell me about a time when you identified a problem or pain point for a customer. How did you develop a solution, and how did that lead to a successful outcome or sale?
Have you had experience working independently or remotely? How did you manage your time, stay productive, and ensure consistent results without direct supervision?

Language:

English (Required)

Work Location: In person
#J-18808-Ljbffr

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