Senior Financial Advisor
Website INVL Family Office Estonia
We offer a personalized comprehensive asset management service based on a unique family office operating model. It is for those who need uncompromising quality and the decision-making of independent, reliable professionals who bring exclusive knowledge and experience to the task of building, managing, expanding, maintaining, and passing on their wealth.
Your main responsibilities will be:
- Actively searching for clients, building client base;
- Providing strategic advice to clients across a variety of financial products and services;
- Assessing clients’ overall financial picture, understanding their needs, and developing a financial plan;
- Guiding clients towards financial solutions;
- Continuous gathering of information to assess potential impacts and identify possible risks and opportunities for the clients;
- Providing advice on financial issues and decisions;
- Staying informed and comply with all relevant legislative, financial, procedural, and quality requirements;
- Working in the team of professional financial advisors, in cooperation with colleagues in Lithuania.
We expect that you have:
- University degree in Economics, Mathematics, Management, Finance, or similar field;
- Proven, strong experience in Sales or Relationship Management;
- Experience in communicating with clients on financial and other topics;
- Great teamworking skills;
- Strong analytical thinking, attention to details and the ability to quickly understand complex information;
- Very good command of Estonian and English;
- Willingness to learn and high personal integrity.
We offer:
- Responsible and interesting work;
- Professional and personal growth by working together with professionals of their field;
- Joining a fast-growing international company;
- Opportunity be part of an innovative and energetic team and contribute to the long-term success of the company;
- Competitive salary (subject to candidates` experience) and significant bonus remuneration tied to the company ‘s and personal results;
- Additional benefits package – health insurance, possibility to work remotely part of the time, team activities (events together, gifts), excellent working conditions in the office, learning opportunities.
To apply for this job please visit www.linkedin.com.