Role: Client Relationship Coordinator
Location: Spain
As an Appointment Setter at PCC Wealth, I play a key role in introducing new clients to our team and helping them take the first step toward their financial goals. I enjoy building rapport and making sure each person feels supported right from the beginning.
When I’m not working, I love staying active through fitness, exploring new destinations, and spending quality time with my dog and family. Whether it’s a quiet day at home or an adventure outdoors, I value making meaningful memories.
We’re Moving Offices on 1st August 2025!
Private Client Consultancy is excited to announce that we’ll be moving to a brand-new office space, designed to better serve our clients and reflect our continued growth.
Effective Date: Friday, 1st August 2025
New Address: 161, Urb Jazmin De Miraflores, C. Jazmín, 29649
Our phone numbers and email addresses remain unchanged.
All in-person meetings scheduled from 1st August onwards will take place at our new location. Please update your records accordingly.
We look forward to welcoming you to our new space!
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