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Wealth Consultant / Sales Advisor

On-site in Bilbao·Added 1 month ago (last checked 15 Oct)

Agency
Michael Page España

2102 open roles

Our summary

Work mode
On-site, Bilbao
Contract
Permanent

Visa options

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Skills

This job advert was originally written in Spanish.

Requirements

Nice to have

  • Experience in the marketing of real estate or financial investments will be valued, preferably in analysis, intermediation, or structuring.
  • Commercial ability and integral management of operations.
  • Empathy and sensitivity to accompany elderly people in important wealth decisions.
  • Knowledge of the residential market and fluency to interact with buyers and investors.
  • Autonomy, order, and responsibility, with the capacity for coordination and leadership of agents or collaborators.
  • Solid professional ethics and a vocation for service.
  • Desire to grow, learn, and leave a mark on a project that combines wealth innovation, social impact, and human closeness.

Pay & benefits

What you'll get

  • Being part of a high-growth company with a project of great social impact and expansion potential.
  • Direct learning from leaders in the financial and real estate sectors.
  • Excellent work environment, collaborative and dynamic.
  • Competitive remuneration, with a fixed and variable part according to objectives.
  • The possibility of growing quickly within a team in full expansion.
  • We are looking for people with solid training and great growth potential, who want to build their career alongside recognized professionals, benchmarks in financial advice, innovation, and entrepreneurship in Spain.

The role

As a Wealth Consultant, you will be a key figure in accompanying and advising our clients, helping them find the best solution to make their global assets profitable, with a special focus on real estate.

  • Leading independent financial advisor in retirement solutions.
  • Office in Bilbao.

What you'll do

As a Wealth Consultant, you will be a key figure in accompanying and advising our clients, helping them find the best solution to make their global assets profitable, with a special focus on real estate.

Your main responsibilities will be:

  • Contacting people interested in making their homes profitable, understanding their needs, and preparing personalized proposals.
  • Preparing feasibility reports and presenting the different options (bare ownership, reverse mortgage, etc.) in a clear and approachable manner.
  • Managing the operation from start to finish: from acquisition to formalization, coordinating documentation, valuation, and photography of the property.
  • Registering and following up on operations through internal management channels.
  • Attending to the interest of investors and buyers, understanding their logic of profitability and risk.
  • Maintaining continuous follow-up with the client, guaranteeing transparency and trust throughout the entire process.

Hiring process

2 steps2 interviews
  1. CV registration

  2. Consultant contact

    With a specialist Michael Page consultant

    If they see that your experience and motivations fit the values and needs of a hiring company, they will contact you to start the selection process: they will learn about your expectations, answer your questions and help you prepare for each stage of the process.

  3. Company interview

    With a client company

    If your application progresses, we will help you prepare for the interview with useful information about the company, its culture and what it looks for in a profile like yours.

  4. Final stage and negotiation · With a client company

  • The final stages are set by the client company: Michael Page acts as an intermediary, and the interview and decision rest with the hiring company.
  • Support continues after the contract is signed.
  • Michael Page cannot support every candidate; registering and keeping your profile up to date opens the door to future processes.

About Michael Page España

Michael Page is a global recruitment consultancy and part of PageGroup, one of the world's leading professional recruitment firms. The company specializes in placing mid-to-senior level professionals across a wide range of sectors, including technology, engineering, finance, sales, and human resources. With a strong presence in Spain, Michael Page operates offices in major cities and offers services such as executive search, temporary staffing, and outsourcing solutions.

Industry
Staffing

In their own words

About the company & team

A firm specialized in offering financial advice primarily oriented towards people approaching retirement, retirees, or those nearing retirement.

The company helps its clients optimize their resources—savings, investments, or their home—through personalized solutions designed to ensure liquidity, financial stability, and a peaceful retirement.

Among the services offered, these mainly include solutions aimed at transforming the value of the home (for example, through bare ownership or reverse mortgages) without the need to leave it, financial planning, or others.

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