13 ago
|
Redstone Search Group
|
Madrid
13 ago
Redstone Search Group
Madrid
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 cl
📌 Financial Advisor/ Private Client Manager (Madrid)
🏢 Redstone Search Group
📍 Madrid