Wealth / Financial Planner (M/W/D)

Social network you want to login/join with:Client:Location:Job Category:FinanceJob Reference:83771a2720d0Job Views:2Posted:30.03.2025Expiry Date:14.05.2025Job Description:Guide clients through financial planning, education, and optimisationAdvise on retirement, investments, property, tax, and estate planningConduct regular client meetings and portfolio reviewsIdentify opportunities for portfolio growth and wealth optimisationAssess clients\‘ financial goals and risk toleranceDevelop and implement tailored financial plansMonitor and adjust plans based on market trends and client needsResearch and recommend investment opportunitiesCollaborate with tax, legal, and estate planning expertsEnsure compliance with financial regulationsEducate clients on financial strategies and market developmentsMinimum Requirements:Higher education with a focus on Financial Planning, Advisory, Insurance, Consulting, or related fields (e.g., CIB, IAF, CFP)Several years of experience in a client-facing role, providing consulting on retirement, investments, property, tax, and estate planningExperience managing assets held across multiple countriesStrong sales skills with a proven ability to close dealsOutgoing and entrepreneurial personalityFluent in English; German, French, and/or Italian is a plusInternational environmentYoung and entrepreneurial, but already established environment#J-18808-Ljbffr