Private Wealth Adviser - International Clients

About the role

Prestige IFA Jobs represents an established international wealth management business seeking an experienced Private Wealth Adviser for its new office in Malaga. The adviser builds and grows their own client book among international and expatriate clients, supported by a fully licensed, multi-jurisdictional platform and centralised compliance, operations and paraplanning support.

Key responsibilities

• Grow your own client book through referrals, professional networks, events and proactive business development
• Convert prospects into long-term advisory relationships and maintain them through high-quality advice and service
• Provide holistic financial advice covering investments, pensions, protection, tax and estate planning
• Advise internationally mobile clients with assets, income or family interests across multiple jurisdictions
• Develop financial planning strategies and conduct regular client reviews

Required profile

• 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 focused on growth and client acquisition
• Confidence advising internationally mobile, high-earning clients
• Ability to work autonomously with central support teams

Required skills

• Excellent communication and relationship-building skills
• Professionalism, organisation and follow-through
• Desirable: experience with expatriate or international clients, additional financial services licences, multilingual capability, existing networks in Spain or the expatriate market

What we offer

• Hybrid working environment
• Access to a fully licensed, multi-jurisdictional advisory platform
• Wealth management technology that reduces administration
• Support from an international network, marketing function and professional introducers
• Competitive remuneration linked to client acquisition, retention and growth