Private Wealth Adviser (Barcelona)

Private Wealth Adviser (Barcelona)

07 ago
|
Skybound Wealth Management
|
Barcelona

07 ago

Skybound Wealth Management

Barcelona

About Us
Skybound Wealth Management is a general financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
Job Overview
We are looking for an experienced Private Wealth Adviser to join our new Mijas Office near Malaga, with a clear focus on building and growing a client base within the international and expatriate market.
This role is suited to advisers who enjoy client acquisition and long-term relationship management. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth.
Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.
Key Responsibilities
Building and Growing a Client Base
- Develop and grow your own client book through referrals, professional networks,



events and proactive outreach
- Convert prospects into long-term advisory relationships
- Retain and deepen client relationships over time through high-quality advice and service
- Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships

Client Advice and Ongoing Planning
- Deliver holistic financial advice across 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 line with changing goals, circumstances and market conditions

What We’re Looking For
Experience and Qualifications
- Level 4 qualification in financial advice or equivalent
- Previous experience as a practising financial adviser
- Proven experience building and managing a client book

Skills and Attribu

📌 Private Wealth Adviser (Barcelona)
🏢 Skybound Wealth Management
📍 Barcelona

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