European Portuguese-Speaking Financial Consultant Needed
Budget: €30 – €250 EUR
I am looking for a freelance financial consultant who speaks European Portuguese, with practical experience and strong knowledge of investments in Europe, particularly in Portugal and Switzerland. The goal is to create a personalised investment plan that aligns with my financial situation and long-term goals.
Project Structure (divided into 2 meetings):
1st Meeting – Diagnosis and Initial Planning
Review of current financial situation: income, savings, expenses, and existing assets.
Identification of investor profile and financial goals (short, medium, and long term).
Collection of relevant legal and tax information (Portugal and/or Switzerland).
2nd Meeting – Delivery and Presentation of the Investment Plan
Presentation of a detailed and tailored investment strategy.
Concrete asset recommendations: stocks, funds, ETFs, real estate, etc.
Suggestions for platforms/brokers suitable for tax residents in Portugal or Switzerland.
Asset allocation and diversification strategy.
Time for clarification and possible plan adjustments.
Requirements:
Fluency in European Portuguese (spoken and written).
Proven experience in financial consulting or investment advising in Europe, especially in Portugal and Switzerland.
Solid understanding of legal and tax implications for investors in both countries.
Ability to communicate financial concepts clearly and accessibly.
Background in Finance, Economics, or relevant certifications (e.g. CFP, EFA, or equivalent).
Independent professional (not affiliated with banks or tied to specific financial products).
Additional Preferences:
Experience working with clients who have cross-border tax residency or mobility between Portugal and Switzerland.
Availability for both meetings via video call.
Delivery of the investment plan in a clear and professional PDF format.
To apply, please include:
A brief personal introduction.
Relevant experience and certifications.
Your pricing model (per session or full project).
Availability for both meetings (proposed time slots or preferred dates).
Project Structure (divided into 2 meetings):
1st Meeting – Diagnosis and Initial Planning
Review of current financial situation: income, savings, expenses, and existing assets.
Identification of investor profile and financial goals (short, medium, and long term).
Collection of relevant legal and tax information (Portugal and/or Switzerland).
2nd Meeting – Delivery and Presentation of the Investment Plan
Presentation of a detailed and tailored investment strategy.
Concrete asset recommendations: stocks, funds, ETFs, real estate, etc.
Suggestions for platforms/brokers suitable for tax residents in Portugal or Switzerland.
Asset allocation and diversification strategy.
Time for clarification and possible plan adjustments.
Requirements:
Fluency in European Portuguese (spoken and written).
Proven experience in financial consulting or investment advising in Europe, especially in Portugal and Switzerland.
Solid understanding of legal and tax implications for investors in both countries.
Ability to communicate financial concepts clearly and accessibly.
Background in Finance, Economics, or relevant certifications (e.g. CFP, EFA, or equivalent).
Independent professional (not affiliated with banks or tied to specific financial products).
Additional Preferences:
Experience working with clients who have cross-border tax residency or mobility between Portugal and Switzerland.
Availability for both meetings via video call.
Delivery of the investment plan in a clear and professional PDF format.
To apply, please include:
A brief personal introduction.
Relevant experience and certifications.
Your pricing model (per session or full project).
Availability for both meetings (proposed time slots or preferred dates).