Private Wealth Partner - Spain
hace 6 días
La Cala de Mijas
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. We are looking for an experienced Private Wealth Partner to join our Mijas Office near Malaga, with a clear focus on building and growing a client base within the international and expatriate market. A Private Wealth Partner is an established financial adviser with significant industry experience, a proven track record of delivering high-quality financial advice, and the ability to independently develop and manage long-term client relationships. This role is suited to advisers who enjoy client acquisition and long-term relationship management. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth. Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth. • Develop and grow your own client book through referrals, professional networks, events and proactive outreach, • Convert prospects into long-term advisory relationships, • Retain and deepen client relationships over time through high-quality advice and service, • Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships, • Deliver holistic financial advice across investments, pensions, protection, tax and estate planning, • Advise internationally mobile clients with assets, income or family across multiple jurisdictions, • Review and adapt client plans in line with changing goals, circumstances and market conditions, • Level 4 qualification in financial advice or equivalent, • Previous experience as a practising financial adviser, • Proven experience building and managing a client book, • Commercial mindset with a clear focus on growth and client acquisition, • Strong relationship-building and communication skills, • Confidence advising internationally mobile and high-earning clients, • Ability to work autonomously while leveraging central support teams, • High standards of professionalism, organisation and follow-through, • Experience advising expatriate or international clients, • Additional licences or willingness to obtain further regulatory permissions, • Multilingual capability We are licensed globally and support advisers with advising clients across multiple jurisdictions Plume technology designed to reduce administrative burden and maximise adviser time with clients Build your own book while benefiting from centralised compliance, operations and paraplanning Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background. #J-18808-Ljbffr
