Redstone is supporting a leading international tax and wealth management firm in the search for a Financial Advisor / Private Client Manager to join their growing teams in either Malta, Cyprus, France or Southern Spain.

This is an excellent opportunity for a driven financial professional to develop and manage relationships with affluent British expatriates, delivering tailored investment and tax‑efficient wealth solutions within a well‑established and supportive platform.

Key Responsibilities

- Manage and develop relationships with existing private clients, ensuring a high level of ongoing service
- Convert inbound marketing enquiries into new business opportunities
- Build and grow a personal client book through referrals and networking
- Advise clients on investments, pensions, and tax‑efficient structures
- Work closely with in‑house tax advisory and support teams to deliver tailored solutions
- Contribute to the growth of assets under management (AUM) through new client acquisition and retention
- Maintain regular client contact and identify opportunities for additional investment

Candidate Profile





- Level 4 Diploma qualified (minimum requirement); progress toward Chartered status advantageous
- Proven experience in financial advice, wealth management, or private client relationship management
- Demonstrable track record of winning and retaining clients
- Strong understanding of investment products, pensions, and tax‑efficient structures
- Excellent communication and relationship‑building skills
- Commercially driven with the ability to generate new business
- Self‑motivated, professional, and capable of working in an entrepreneurial environment
- Experience working with high‑net‑worth or expatriate clients advantageous

Why This Role

- Join a well‑established and reputable firm specialising in the expatriate market
- Strong in‑house support including tax advisory, marketing, and administration
- Access to a consistent flow of inbound client enquiries
- Opportunity to build and grow a high‑quality client book
- International working environment with a focus on European markets
- Competitive compensation structure with strong earning potential

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📌 Financial Advisor/ Private Client Manager (Expat Market) (Madrid)
🏢 Redstone Search Group
📍 Madrid