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

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

06 sep
|
Redstone Search Group
|
Madrid

06 sep

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 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

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