Financial Advisor (España)

Financial Advisor (España)

02 jun
|
Redstone Search Group
|
España

02 jun

Redstone Search Group

España

France, Spain, Portugal, Malta, Cyprus and Monaco.

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Redstone Private Banking Search are leaders in the integral provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks
- Work with ‘retired’ British demographic in France,



Spain, Portugal, Malta, Cyprus and Monaco.
- Develop and manage personalized financial plans.
- Advise on tax-efficient investment strategies.
- Ensure compliance with UK and local tax laws
- Provide tailored investment advice based on risk tolerance and goals.
- Conduct regular financial reviews and updates.
- Provide performance reports and status updates
- Advise on financial implications of residency options.
- Navigate financial aspects of relocating and living abroad.
- Collaborate with local financial, tax, and legal experts.
- Facilitate introductions to trusted local service providers.

Who We’re Looking For:
- British advisors or professionals seeking a career/environment change.
- Experienced individuals with a track record in FS sales or professional services.

Key Attributes:
- Self-starter with an entrepreneurial attitude.
- Demonstrates clear drive, ambition, self-mo

📌 Financial Advisor (España)
🏢 Redstone Search Group
📍 España

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