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Private Wealth Adviser – Barcelona

Skybound Wealth Management · Barcelona

Nuevo
Hybrid 🇬🇧 English

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.

Questions fréquentes

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Publicado hace 13 horas

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Skybound Wealth Management

Barcelona