Wealth Manager (Mijas)

Full-time Finanzas

Overview

Are you an experienced and dedicated Independent Financial Advisor looking for an exciting opportunity to showcase your expertise? Private Client Consultancy invites you to join our esteemed team!

We are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.

Responsibilities

• Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
• Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
• Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
• Leverage strong relationship‑building skills to generate leads through proactive networking, referrals, and marketing initiatives to ex...