Wealth Manager - Palma
Solo para miembros registrados Palma, España
hace 1 mes
Job summary
Wealth Manager - Commission-OnlyJoin a Thriving IFA Network in the Balearics.
Responsibilities
- Build and manage a portfolio of high-net-worth clients.
- Deliver expert advice on investments, pensions, tax planning, and other financial products.
- Cultivate strong, long-lasting client relationships.
- Leverage our in-house resources and administrative support to focus on client acquisition and retention.
Descripción del trabajo
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