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Private Wealth Partner - Spain

Skybound Wealth Management · Mijas

New
Hybrid Senior 🇬🇧 English

Job description

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

Questions fréquentes

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Published 6 hours ago

Expires 1 month from now

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Skybound Wealth Management

Mijas