We are looking for wealth managers and financial advisors to serve the retired British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
Es esencial asegurarse de que cumple con los requisitos como solicitante para este puesto;
por favor, lea atentamente la información a continuación.
Key Responsibilities / Tasks
Work with 'retired' British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
Develop and manage personalized financial plans.
Advise on tax‑efficient investment strategies.
Ensure compliance with UK and local tax laws.
Provide tailored investment advice based on risk tolerance and goals.
Conduct regular financial reviews and updates.
Provide performance reports and status updates.
Advise on financial implications of residency options.
Navigate financial aspects of relocating and living abroad.
Collaborate with local financial, tax, and legal experts.
Facilitate introduction...