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Wealth manager (mijas)

Mijas
*Nombre Oculto*
Publicada el 26 noviembre
Descripción

**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 expand the client base.- **Utilize active listening and emotional intelligence** to understand client needs and offer solutions that address both their financial and emotional concerns.- Build and maintain strong client relationships through **persuasive, confident communication** and ongoing support.- **Demonstrate persistence in following up with potential clients**, overcoming objections, and closing sales.- Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.**Requirements**:- Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.- Strong knowledge of financial planning principles, investment products, and regulatory requirements.- **Sales-focused mindset** with excellent communication, interpersonal, and analytical skills.- Ability to work independently and remotely while maintaining high levels of productivity and professionalism.- **Goal-oriented with a drive to exceed client expectations and meet sales targets**.- Relevant certifications (e.G., CFP, CFA, Series 7) preferred.- Fluency in English; additional languages such as Spanish, German, or French are a plus.**Benefits**:- Unlimited earning potential through a commission-only structure.- Opportunities for professional development and career advancement within a dynamic and supportive environment.- Collaborative culture that values **innovation, diversity, adaptability**, and continuous learning.**Job Types**: Full-time, CommissionPay: From 60,000.00€ per yearApplication Question(s):- n your previous roles, how have you developed and maintained strong client or customer relationships? Can you give an example of how you’ve used networking to generate new business or opportunities?- Describe a time when you had to convince a client or customer to buy into an idea, product, or service they were initially unsure about. How did you build confidence and trust in your recommendation?- Tell me about a situation where a client or customer had concerns or doubts. How did you actively listen to understand their needs and emotions, and how did you adjust your approach to successfully address their concerns?- Can you give an example of a time when a client or prospect was resistant to your sales pitch or offer? How did you handle the objections, and what was the outcome?- n your past roles, how did you stay motivated to meet or exceed sales or performance targets? What strategies did you use to stay focused on achieving your goals?- Can you describe a situation where you had to change your sales or communication style to suit a client’s personality or background? How did this adaptability affect the outcome?- Tell me about a time when you identified a problem or pain point for a customer. How did you develop a solution, and how did that lead to a successful outcome or sale?- Have you had experience working independently or remotely? How did you manage your time, stay productive, and ensure consistent results without direct supervision?**Language**:- English (required)Work Location: In person

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