Private Client Manager

Job reference
Lisbon, Portugal
Start date
To be arranged
IFA jobs
Contract type(s)
Full time
Date posted

Private Client Manager

Lisbon - Portugal

Salary C€60,000 with OTE C€85,000 + relocation costs and benefits.

My client is a financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role working with the colleagues already established in the region and with existing clients of the practice.

The role will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.

You will need to be really good at building trust and used to providing financial planning advice to wealthy individuals. As you will need to be registered it’s likely you will be a current UK IFA / adviser but looking to relocate.

This is a progressive role and there will be opportunities to progress to Partner in the company, managing and developing your own region. You must also be committed to relocating.

Ref: 5094

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