Overview

Join their expansion in Portugal. Due to ambitious growth, our client is welcoming applications from financial advisors to work in Portugal. They are recognized for sustainability, excellence, and fostering financial well‑being for their clients.

What They Offer

• Extensive training and ongoing career development
• A supportive environment for continuous growth
• Guidance from a CEO committed to professional learning and career support

Key Responsibilities

• Build and expand a B2C wealth management client base
• Deliver personalized advisory services and maintain strong client relationships
• Grow assets under management by identifying needs and offering tailored solutions
• Conduct detailed client reviews to design customized wealth management strategies
• Apply a consultative approach to align financial solutions with client goals
• Stay informed on glo...