Global Wealth Manager - Lisbon - beBeeInternational

    beBeeInternational
    beBeeInternational Lisbon

    há 3 semanas

    $75,000 - $200,000 (USD) por ano

    Título do emprego: International Investment Advisor

    Descrição

    This position requires a seasoned financial professional with strong client-facing skills to develop new business relationships and manage existing clients in the field of cross-border wealth management. The ideal candidate will be responsible for analyzing clients' financial positions, recommending investment solutions, and maintaining compliance with relevant regulations.

    Key Responsibilities:

    • Analyze and review clients' existing financial positions
    • Develop referral relationships and long-term partnerships

    The successful applicant will have a minimum 10 years of experience in client-facing sales roles within the financial services industry. Strong communication skills, both verbal and written, are essential for success in this position.

    Skills & Requirements:

    • A minimum 10 years of experience in client-facing sales roles within the financial services industry
    • A strong background in financial planning , investment sales or advisory services
    • Excellent phone and virtual communication skills

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