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Wealth managers
€ 100-10,000/month
Indeed
Full-time
Onsite
No experience limit
No degree limit
C. Reino de Aragón, 9, 29601 Marbella, Málaga, Spain
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Description

We are looking for Economists, Former Bankers, and Finance Professionals Passionate with Client Portfolio to join as Wealth Managers Requirements: * Passion for investments and client care. * Solid knowledge in Finance. * Existing client portfolio or ability to prospect new clients. Responsibilities: * Thoroughly assess clients' financial situations to understand their goals and needs. * Design and implement personalized investment strategies, managing diversified portfolios in stocks, bonds, mutual funds, insurance, and real estate. * Implement proactive tax planning to optimize tax liabilities and maximize savings opportunities. * Build and maintain trust-based relationships with clients by providing continuous advice and adjusting strategies according to their evolving needs. Benefits: * 100% remote work with complete flexibility. * Unlimited income based on performance and results. * Network of professionals and access to a high-level collaborative community in the financial sector. * Professional training and development to strengthen skills and enhance growth in wealth management. Important: * Compensation is based on fees and achievement of objectives. At Shalom Wealth Management, we seek the best talents in the financial sector to jointly generate a positive impact on society. Job type: Self-employed Contract duration: 12 months Salary: 1.00€ - 10,000.00€ per month Work location: Remote job

Source:  indeed View original post
David Muñoz
Indeed · HR

Company

Indeed
David Muñoz
Indeed · HR
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