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Personal Financial Strategist

Personal Financial Strategist

beBeeWealthvalència, España
Hace más de 30 días
Descripción del trabajo

Our organization is a leading global private investment bank and asset management firm.

We pride ourselves on providing high-class, professional advice to clients worldwide.

With over $12bn under advice and administration, we serve more than 100,000 clients across the globe.

We have an impressive track record of success, with numerous awards from our peers and a business that continues to grow both up and out.

We are expanding our team and hiring experienced wealth management advisors who can offer international financial products to their clients.

We offer :

  • A dynamic and fast-paced environment where collaboration and learning are key to success
  • The opportunity to work with innovative products and technology
  • Ongoing training and development to help you grow your skills and career
  • A generous pay structure on all products
  • Compliance, administration, CRM and marketing support

Both remote and hybrid-based opportunities are available for Wealth Management Advisory professionals looking to expand their product portfolio offerings to clients across the region.

A few words from our divisional director :

The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.

Responsibilities :

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Advise clients on the best financial solutions for their medium to long-term plans
  • Qualifications :

  • 2+ years' experience in the industry
  • A strong understanding of the investment business
  • Excellent interpersonal skills
  • Native or business level English, written and spoken required
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