Financial Advisor/ Private Client Manager (Expat Market) (Madrid)

Financial Advisor/ Private Client Manager (Expat Market) (Madrid)

14 ago
|
Redstone Search Group
|
Madrid

14 ago

Redstone Search Group

Madrid

Redstone Search Group, a 15+ year established Executive Search Firm specialising across the general Corporate & Investment Banking and Financial Services industry, works with a diverse client base including Wealth Managers, Private Banks and Advisory Firms. Redstone can confidently offer you an edge in today’s competitive market.Redstone is supporting aleading international tax and wealth management firmin 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 ResponsibilitiesManage and develop relationships with existing private clients, ensuring a high level of ongoing serviceConvert inbound marketing enquiries into new business opportunitiesBuild and grow a personal client book through referrals and networkingAdvise clients on investments, pensions, and tax-efficient structuresWork closely with in-house tax advisory and support teams to deliver tailored solutionsContribute to the growth of assets under management (AUM)



through new client acquisition and retentionMaintain regular client contact and identify opportunities for additional investmentCandidate ProfileLevel 4 Diploma qualified (minimum requirement); progress toward Chartered status advantageousProven experience in financial advice, wealth management, or private client relationship managementDemonstrable track record of winning and retaining clientsStrong understanding of investment products, pensions, and tax-efficient structuresExcellent communication and relationship-building skillsCommercially driven with the ability to generate new businessSelf-motivated, professional, and capable of working in an entrepreneurial environmentExperience working with high-net-worth or expatriate clients advantageousWhy This RoleJoin a well-established and reputable firm specialising in the expatriate marketStrong in-house support including tax advisory, marketing, and administrationAccess to a consistent flow of inbound client enquiriesOpportunity to build and grow a high-quality client bookInternational working environment with a focus on European marketsCompetitive compensation structure with strong earning potential

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

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