Private Wealth Adviser (Madrid)

Private Wealth Adviser (Madrid)

12 oct
|
Skybound Wealth Management
|
Madrid

12 oct

Skybound Wealth Management

Madrid

About UsSkybound 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 OverviewWe 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 ResponsibilitiesBuilding and Growing a Client BaseDevelop and grow your own client book through referrals, professional networks,



events and proactive outreachConvert prospects into long-term advisory relationshipsRetain and deepen client relationships over time through high-quality advice and serviceAdvisers are expected to generate their own opportunities, supported by the group's brand, network, marketing activity and professional introducer relationshipsClient Advice and Ongoing PlanningDeliver holistic financial advice across investments, pensions, protection, tax and estate planningAdvise internationally mobile clients with assets, income or family across multiple jurisdictionsReview and adapt client plans in line with changing goals, circumstances and market conditionsWhat We're Looking ForExperience and QualificationsLevel 4 qualification in financial advice or equivalentPrevious experience as a practising financial adviserProven experience building and managing a client bookSkills and AttributesCommercial mindset with a clear focus on g

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

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