Private Wealth Adviser – International Clients (Mijas)
Skybound Wealth Management · Barcelona
Descripcion del puesto
About the role
Skybound Wealth Management is seeking an experienced Private Wealth Adviser to join its new office in Mijas, near Malaga. The role focuses on acquiring and managing high‑net‑worth international and expatriate clients, supported by a multi‑jurisdictional platform and proprietary technology.
Key responsibilities
- Build and grow a client book through referrals, networking events, and proactive outreach.
- Convert prospects into long‑term advisory relationships and retain existing clients with high‑quality service.
- Provide 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 in response to changing goals, circumstances and market conditions.
Required profile
- Level 4 qualification in financial advice or equivalent.
- Previous experience as a practising financial adviser.
- Proven track record of building and managing a client book.
- Commercial mindset with a focus on growth and client acquisition.
- Strong relationship‑building and communication skills.
- Confidence advising high‑earning, internationally mobile clients.
- Ability to work autonomously while leveraging central support teams.
- High standards of professionalism, organisation and follow‑through.
Required skills
- Plume technology platform.
What we offer
- Competitive, performance‑led remuneration rewarding client acquisition and revenue growth.
- Global licensing enabling advice across multiple jurisdictions.
- Centralised compliance, operations and paraplanning support.
- Access to proprietary wealth technology to reduce administrative burden.
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Publicado hace 1 mes
Expira en 3 semanas
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Skybound Wealth Management
Barcelona
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