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.

Por favor, presente su candidatura sin demora si su perfil encaja bien con este puesto, debido al alto nivel de interés.

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

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- 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

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- 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

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- Experience working with high‑net‑worth or expatriate clients advantageous

Why This Role

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- 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