Wealth advisor, Spanish speaker, Visa & Relocation Support, Exclusivity role!

Recruitment Apple Lovers is a leading recruitment agency based in Portugal. We specialize in connecting top talent with innovative companies in various industries. Our team is dedicated to finding the best candidates for our clients and providing exceptional service.

As a Wealth Advisor you will be providing clients with in-dept advice on how to balance their assets over the medium/long term. This role involves strong business development skills and analytical skills to recommend the most appropriate strategy and services available, ensuring that clients are fully aware of their benefits.

You will work with our clients on positive life changing decision.

• Generate new relationship and new business opportunities through networking, cold calls and referrals
• Conduct in-depth reviews of your prospective clients personal financial circumstances, current provision, and long-term goals
• Provide a best-in-class service experience to high-net-worth clients. This entails frequent communication both verbally and in writing
• Coordinate timely investment process of new accounts within internal guidelines
• Other duties as assigned and participation in team projects designed to streamline firm policies and procedures

You will be trained by a Partner until you are ready to work on your own.

• Native Spanish and Fluent in English
• Hands-on, sales-oriented mindset with a flair for building commercial momentum.
• Bachelors degree in Finance, Business or Economics
• >3+ years of experience in a Finance, Wealth or Business development role
• Excellent written and verbal communication skills
• Strong organisational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency in Microsoft Office is a must
• Willing to relocate to Shanghai, China