Num relance
- Tarefas: Gerir e cultivar uma carteira diversificada de clientes de gestão de património.
- Empresa: Empresa financeira líder focada na sustentabilidade com cultura corporativa de apoio.
- Benefícios: Acesso a qualificações relevantes, estrutura de comissões transparente e programas de formação abrangentes.
- Outras informações: Ambiente dinâmico com oportunidades de crescimento profissional e mobilidade geográfica.
- Porquê este emprego: Oferece a oportunidade de impactar vidas através de conselhos financeiros personalizados.
- Qualificações: Licenciatura em negócios ou finanças e experiência em atendimento ao cliente.
O salário previsto situa-se entre 72000 - 88000 € por ano.
Our client is a leading, sustainability-focused financial services firm with a strong record of industry recognition.
They are seeking an investment adviser for their office in Porto, Portugal.
This role offers oversight of diverse client portfolios, extensive training, career advancement opportunities, and a supportive corporate culture emphasizing continuous professional development.
The Wealth Manager will deliver personalized, independent financial advice to clients, leveraging cross-border licenses and advanced industry tools to provide tailored solutions.
This position is client-facing and performance-driven, with a strong focus on relationship building and asset growth.
Core duties
Manage and cultivate a diverse portfolio of wealth management clients (B2C).
Maintain long-term client relationships through personalized advisory and regular communication.
Grow assets under management (AUM) by identifying financial needs and proposing suitable solutions.
Conduct comprehensive client reviews to deliver bespoke wealth management strategies.
Promote needs-based financial solutions while keeping clients informed.
Monitor market trends and client situations to recommend appropriate products and services.
Provide advice across investment avenues including Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
Ensure compliance with regulatory and quality standards.
Required Skills
Bachelor’s degree in business, finance, economics, or related field preferred.
Strong numerical and analytical skills with attention to detail.
UK Level 4 advisory qualification or willingness to pursue.
Experience with high net worth clients preferred.
Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
Professional, trustworthy, and collaborative team player.
Strong judgment and risk analysis capabilities.
Proven track record in financial sales.
Ambitious, goal-oriented, and target-driven mindset.
Company Benefits
Access to industry-relevant chartered qualifications.
Diverse career pathways and geographic mobility.
Transparent commission structure with competitive bonuses.
Comprehensive individual and team training programs.
Engaging client and employee events.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e. g., CISI, CII, or equivalent).
UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered.
UK-recognised financial advisory qualifications required (Dip PFS, CISI Level 4, CFP or equivalent).
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Empregador para Investment Adviser in Porto: Prestige IFA Jobs
A Prestige IFA Jobs em Porto oferece um ambiente de trabalho dinâmico e inclusivo, ideal para profissionais que desejam crescer na área de consultoria financeira. Com uma cultura de apoio ao desenvolvimento profissional e oportunidades de formação contínua, os colaboradores beneficiam de uma estrutura de comissões competitiva e a possibilidade de trabalhar com uma clientela internacional diversificada. Além disso, a empresa proporciona suporte para realocação e patrocínio de vistos, tornando-a uma escolha atrativa para aqueles que buscam uma carreira significativa e recompensadora em um local vibrante como Porto.
