Wealth Manager Lisboa

Wealth Manager
Lisboa
Lisboa, Lisboa, Portugal

Wealth Manager

Lisboa

Lisboa, Lisboa, Portugal

Wealth Management Advisors wanted.

As the world’s leading, independent digital private investment bank and asset management organization, de Vere Group prides itself on providing
- class, professional advice to expatriate clients and investors all over the world.

We advise over 100, 000 clients across the globe with in excess of $12bn under advice and administration, together with being the owners of companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total & UK Parliament among many others.

Our success speaks for itself with countless awards from our peers and a business that not only grows upwards but also outwards to ensure we are at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books, who want to offer international financial products from regular savings and bonds to our
- based investment products including regular savings, VC funds, and
- sum investment products.

We offer:

1. An
   - winning dynamic and
   - paced environment where inclusion, learning, and collaboration are key to success.
2. The chance to work with the world’s most innovative products and technology.
3. Ongoing training and development to help you grow your skills and career.
4. A generous earning pay structure on all products.
5. Compliance, administration, CRM, and marketing support.
6. Both remote and
   - based opportunities are available for Wealth Management Advisory professionals looking to expand international product portfolio offerings to their clients across the region.

Responsibilities:

1. Provide financial planning support to clients.
2. Support investment professionals to cultivate client relationships.
3. Prepare financial plans and check their accuracy.
4. Advise clients on the best financial solutions for their medium to
   - term plans.

Qualifications:

1. 2+ years of industry experience.
2. Strong understanding of the investment business.
3. Excellent interpersonal skills.
4. Native or
   - level English, written and spoken, is required for this role.