Financial Advisor
hace 2 días
Madrid
France, Spain, Portugal, Malta, Cyprus and Monaco. ¿Listo para inscribirse? Antes de hacerlo, asegúrese de leer todos los detalles pertenecientes a este trabajo en la descripción a continuación. Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry. We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately. 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 introductions to trusted local service providers. Who We’re Looking For: • British advisors or professionals seeking a career/environment change., • Experienced individuals with a track record in FS sales or professional services. Key Attributes: • Self-starter with an entrepreneurial attitude., • Demonstrates clear drive, ambition, self-motivation, and hard work., • Professional, engaged, and enthusiastic demeanour., • Well-presented and articulate with excellent networking abilities., • Willingness to work with the retired British demographic. Qualifications: • CII Level 4 qualified (diploma)., • Proficient with the ability to advise HNWIs on tax-efficient investment structures., • Capable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2. Skills and Competencies: • Strong networking skills to leverage marketing efforts and brand recognition., • Ability to market showcase brand name to generate referrals., • Honesty, integrity, and a solid reputation. xcskxlj, • Developed negotiation skills.