Wealth Advisor - Madrid - Urbanitae

+Resumen del puesto · Wealth Advisor para plataforma de crowdfunding inmobiliario. · +Funciones principales:Gestionar relaciones con los clientes · Brindar asesoramiento financiero especializado · Promover oportunidades de inversión inmobiliaria · ...

Somos una plataforma líder en inversión inmobiliaria digital y estamos buscando a un asesor para nuestro departamento de Wealth. · Experiencia previa en Banca Privada, Departamento Institucional o Productos Alternativos.Habilidades destacadas en la gestión de relaciones con clien ...

Necesitamos incorporar un perfil de Wealth Advisor con experiencia previa en banca privada para gestionar relaciones con los clientes y brindar asesoramiento financiero especializado. · ...

Desde · Catenon · , estamos gestionando una de las posiciones más atractivas actualmente en el sector de la inversión alternativa en Iberia. Buscamos a un · Wealth Advisor · para integrarse en el departamento de Wealth de una compañía líder en crowdfunding inmobiliario que está t ...

Sobre Urbanitae · Urbanitae es la plataforma líder de inversión inmobiliaria digital en Iberia. Desde su creación, ha financiado más de 500 millones de euros a través de más de 200 operaciones , lo que ha contribuido a la construcción de más de 5.700 viviendas en la península ...

Asesor dentro del Departamento de Wealth buscando experiencia en banca privada, activos alternativos o departamento institucional para construir relaciones sólidas con clientes. · Experiencia previa en Banca Privada, Departamento Institucional, Family Office o Productos Alternati ...

Nuestro cliente busca un Asesor Financiero con experiencia en captación de nuevos clientes y gestión de activos. · ...

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. · ...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. · Generate business results and acquire new assets, both from existing client base and new client acquisition · Advise cli ...

This role is an exciting opportunity to further build your career for those with an entrepreneurial spirit, tenacity to succeed and passion for delivering world class service to our clients. · We are actively looking for exceptionally talented individuals who are collaborative, c ...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. · ...

Wealth Planner at Deutsche Bank Wealth Planning in Spain helping entrepreneurs and families with compliant tax and estate planning wealth structuring governance solutions. · Drive business growth by delivering personal team goals leading wealth planning initiatives across Spain. ...

As an Associate Client Advisor in the Spanish private banking team you would lead new client acquisition and retention through a broad knowledge of investments banking trust services and financial planning. You would also be responsible for the client experience and engaging our ...

Wealth Sales Iberia: lead distribution segment in iberia wealth define commercial straegy drive business plans lead teams deliver results in terms of net flows net fees and market share growth. · Key Responsibilities:Define and execute client-centric commercial strategy for distr ...

Our Off-Cycle Program varies in length based on program/university for undergraduate students. You will be fully immersed in our day-to-day activities. · ...

The role is responsible for leading the Distribution segment within Iberia Wealth and encompasses Private Banks Retail Networks Fund Platforms and Independent Financial Advisors across Spain Portugal and Andorra. · ...

+For those with an entrepreneurial spirit · a tenacity to succeed and a passion for delivering world class service to our clients · this role is an exciting opportunity to further build your career. · We are actively looking for exceptionally talented individuals who are collabor ...

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. · We are actively looking for exceptionally talented individuals who are collaborati ...

For those with an entrepreneurial spirit a tenacity to succeed and a passion for delivering world class service to our clients this role is an exciting opportunity to further build your career. · ...

Wealth Management Advisors wanted. · We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration, · SUCCESS speaks for itself with countless Awards from our peers and a business that not only grows upwards, but also outwards to ensure w ...

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients this role is an exciting opportunity · ...