Private Wealth Adviser - Barcelona, Catalonia
hace 1 día
Job summary
We are seeking an experienced Private Wealth Adviser to join our dynamic team.
Responsibilities
- Develop and maintain relationships with high-net-worth clients ,
- Provide comprehensive financial planning services including investment management estate planning tax optimization retirement funding ,
- Conduct thorough market research analysis to offer informed investment advice ,
- Create present customized financial plans proposals for clients
Descripción del trabajo
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