Private Wealth Adviser – Barcelona
Skybound Wealth Management · Barcelona
Descripcion del puesto
About the role
Skybound Wealth Management is expanding its new Barcelona office and seeks experienced Private Wealth Advisers to build and grow a client base among international and expatriate clients. The role focuses on client acquisition, long‑term relationship management and delivering holistic financial advice.
Key responsibilities
- Develop and grow a personal client book through referrals, professional networks, events and proactive outreach.
- Convert prospects into long‑term advisory relationships and retain clients by providing high‑quality advice and service.
- Deliver holistic advice across investments, pensions, protection, tax and estate planning for internationally mobile clients.
- Review and adapt client plans in line with changing goals, circumstances and market conditions.
Required profile
- Level 4 qualification in financial advice or equivalent.
- Previous experience as a practising financial adviser with a proven track record of building and managing a client book.
- Commercial mindset with a clear focus on growth and client acquisition.
- Strong relationship‑building and communication skills, confident advising high‑earning, internationally mobile clients.
Required skills
- Ability to work autonomously while leveraging central compliance, operations and paraplanning support.
- High standards of professionalism, organisation and follow‑through.
What we offer
- Access to a fully licensed, multi‑jurisdictional platform and proprietary wealth technology (Plume) to reduce administrative burden.
- Hybrid work model with centralised compliance, operations and paraplanning support.
- Performance‑led competitive remuneration rewarding client acquisition, retention and revenue growth.
- Inclusive, diverse workplace committed to equal opportunity.
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Publicado hace 13 horas
Expira en 1 mes
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Skybound Wealth Management
Barcelona
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