Private Wealth Partner - Spain
Skybound Wealth Management · Mijas
Descripcion del puesto
About the role
Skybound Wealth Management is looking for an experienced Private Wealth Partner to join its Mijas office near Malaga, with a clear focus on building and growing a client base in the international and expatriate market. The role suits advisers who enjoy client acquisition and long-term relationship management, supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, the firm's proprietary wealth technology.
Key responsibilities
- Build and grow your own client book through referrals, professional networks, events and proactive outreach, converting prospects into long-term advisory relationships
- Retain and deepen client relationships through high-quality advice and service
- Deliver holistic financial advice covering investments, pensions, protection, tax and estate planning
- Advise internationally mobile clients with assets, income or family across multiple jurisdictions
- Review and adapt client plans as goals, circumstances and market conditions change
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
- Strong relationship-building and communication skills
- Confidence advising internationally mobile and high-earning clients
- Ability to work autonomously while using central support teams
- High standards of professionalism, organisation and follow-through
- Desirable: experience advising expatriate or international clients, additional licences or willingness to obtain them, multilingual capability
What we offer
- A fully licensed, multi-jurisdictional platform and centralised compliance and operations
- Plume technology to reduce administrative burden
- Centralised compliance, operations and paraplanning while building your own book
- Competitive remuneration linked to client growth and retention
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Publicado hace 7 horas
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Skybound Wealth Management
Mijas