04 ago
|
Redstone Search Group
|
Madrid
04 ago
Redstone Search Group
Madrid
ppRedstone is supporting a bleading international tax and wealth management firm /b in the search for a Financial Advisor / Private Client Manager to join their growing teams in either Malta, Cyprus, France or Southern Spain. /p pThis 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. /p h3Key Responsibilities /h3 ul liManage and develop relationships with existing private clients, ensuring a high level of ongoing service /li liConvert inbound marketing enquiries into new business opportunities /li liBuild and grow a personal client book through referrals and networking /li liAdvise clients on investments, pensions, and tax‑efficient structures /li liWork closely with in‑house tax advisory and support teams to deliver tailored solutions /li liContribute to the growth of assets under management (AUM)
through new client acquisition and retention /li liMaintain regular client contact and identify opportunities for additional investment /li /ul h3Candidate Profile /h3 ul liLevel 4 Diploma qualified (minimum requirement); progress toward Chartered status advantageous /li liProven experience in financial advice, wealth management, or private client relationship management /li liDemonstrable track record of winning and retaining clients /li liStrong understanding of investment products, pensions, and tax‑efficient structures /li liExcellent communication and relationship‑building skills /li liCommercially driven with the ability to generate new business /li liSelf‑motivated, professional, and capable of working in an entrepreneurial environment /li liExperience working with high‑net‑worth or expatriate clients advantageous /li /ul h3Why This Role /h3 ul liJoin a well‑established and reputable firm specialising in the expatriate market /li liStrong in‑house support including tax advisory, marketing, and administration /li liAccess to a consistent flow of inbound client enquiries /li liOpportunity to build and grow a high‑quality client book /li liInternational working environment with a focus on European markets /li liCompetitive compensation structure with strong earning potential /li /ul /p #J-18808-Ljbffr
📌 Financial Advisor/ Private Client Manager (Expat Market) (Madrid)
🏢 Redstone Search Group
📍 Madrid