Senior Wealth Advisor

Wealth management is a deeply personal matter. We are aware that our clients, along with their assets, confide in us their trust and their future, and it is our commitment to consistently be reliable, thoughtful partners.

The Senior Wealth Advisor represents WEM with dignity in front of our clients, and provides them with first-class service. This includes being able to assist them with Wealth Advisory services, help them comprehensively plan and grow their wealth, and guide them through major financial decisions.


  • At least five to seven years of experience in the financial market, in advisory or consultancy companies.
  • Active experience with capital market products.
  • Three successful projects presented through case studies.
  • A database of at least 150 active clients in the management portfolio.
  • Brokered capital with a value of EUR 500,000 +.
  • Undergraduate degree.
  • Awarded at least two financial / business courses or certificates.
  • English language – advanced B2.
  • Strong character and shared values.
  • Integrity and representative behavior.
  • Networking and sales skills.

Contact information

Personal characteristics