Wealth Manager

Get AI-powered advice on this job and more exclusive features.Recruiting Financial Advisors and Support Staff to Support the Expat CommunityCalling all aspiring Wealth Managers located in Switzerland.We\’re growing at PCC Wealth and we want to speak to YOU!Want the freedom and earning potential a career in Wealth Management can give you, coupled with the support of our systems and amazing support teams?This could be the opportunity for you!Located throughout Europe, we\’re a Wealth Management, Property and Legal advice company. We support expats and locals with anything to do with these topics. Our training and commitment to our team means we are able to offer the best possible advice to our clients – whether that\’s for such issues as Inheritance Tax advice, buying and selling property or general legal advice to expats and locals.The role of a Wealth Manager is very entrepreneurial. You\’ll be responsible for attracting new clients and supporting existing ones, to ensure they receive exactly that – the best possible advice.This role is commission-based, with huge earning potential.Working as a Wealth Manager at PCC, your earnings will directly link to your performance – but we want to ensure you\’re given the best possible chance to succeed in delivering top quality financial advice to our clients! We want individuals who are committed to learning – and will back your qualifications so you can be fulfilling your earning ambitions!At PCC Wealth, we specialise in delivering bespoke financial solutions to help our clients achieve their financial goals. As part of our team, you\’ll have the unique opportunity to build lasting relationships, make a real impact in people’s lives, and grow within a supportive and professional environment.Why Join Us?Work with an established, trusted firm in the international financial advisory sector, servicing a diverse and growing clientele. Our aim – and your commitment – will be to provide the best possible financial services to expats across the EU and further afield!Whether you’re an experienced financial adviser or new to the sector, we provide the training and support you need to thrive. Opportunities to progress include working towards UK-recognised qualifications like CII or CISI. We\’re embarking on a growth journey – and want you to help us achieve this aim!You’ll collaborate with industry experts and be mentored by a Managing Partner, all while helping to shape the next generation of advisors.Benefit from regular training sessions and hands-on experience, empowering you to become a trusted financial partner for your clients.The RoleAs a Wealth Manager, you\’ll:Build and manage lasting relationships with clients through regular financial reviews.Deliver personalised financial solutions that include savings plans, investments, pensions, and inheritance planning.Generate leads and referrals by attending networking events and creating opportunities.Work with cutting-edge tools, including our CRM system, to track and manage client journeys.Play a pivotal role in mentoring associates, contributing to team success and growth.What We’re Looking ForWe’re not just seeking qualifications – we’re seeking character:Passionate professionals with a keen interest in finance and client service.Individuals with excellent communication skills, capable of explaining financial concepts to clients with ease.A positive attitude, strong work ethic, and an ability to thrive independently and within a team.Experience in financial services is a plus, but we’re equally keen to hear from motivated newcomers ready to learn and grow.What You’ll NeedProficiency in Microsoft Office (Outlook, Excel, PowerPoint).A willingness to network and create opportunities.A UK Level 4 qualification or a commitment to achieving it.A sense of humour and a professional approach to work!What We OfferCompetitive Earnings: A performance-driven compensation package to reward your success.Full Training: Whether you’re experienced or new to the industry, we’ll provide the resources to excel.Career Advancement: Clear pathways to grow your career with us.Stunning Locations: Live and work in the vibrant regions of Portugal or Spain.Ready to Take the Next Step?If you’re ambitious, driven, and excited about building a rewarding career in financial services, we want to hear from you!Apply today and start your journey with Private Client Consultancy – where your success is our priority.Seniority LevelMid-Senior LevelEmployment TypeFull-TimeJob FunctionSales, Finance, and Business Development#J-18808-Ljbffr