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Independent Financial Advisor - Cyprus

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Minimum of 5 years experience, CFP, CFA or relevant certifications, Transferable client base and AUM, None.

Key responsabilities:

  • Cultivate relationships with clients
  • Conduct financial assessments for clients
  • Develop tailored financial plans
  • Monitor financial progress of clients
  • Stay updated on industry trends
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Click and Connect Online Limited Human Resources, Staffing & Recruiting Small startup https://clickandconnect.online
2 - 10 Employees
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Job description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Cyprus

We are representing an International leading Wealth Management firm in Cyprus, seeking an experienced and qualified Independent Financial Advisor to join their team.

As an Independent Financial Advisor, you will provide expert financial advice to clients, assisting them in achieving their financial objectives and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Industry-leading qualifications such as CFP, CFA, or other relevant certifications.

- Transferable client base and AUM.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Ability to work independently and as part of a team.

Responsibilities:

- Cultivate and maintain relationships with clients, delivering expert financial advice and guidance.

- Conduct comprehensive financial assessments of clients' present financial situations and future goals.

- Develop and implement tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Monitor clients' financial progress and adapt plans as needed.

- Stay current with industry trends and regulations to ensure compliance and deliver the best possible service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Social Skills
  • Communication
  • Analytical Skills
  • Problem Solving
  • Teamwork

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