Private Wealth Adviser (Málaga)

Private Wealth Adviser (Málaga)

09 nov
|
Prestige Ifa Jobs
|
Málaga

09 nov

Prestige Ifa Jobs

Málaga

Prestige IFA Jobs is delighted to be representing our client, an established international wealth management business, in the search for an experienced Private Wealth Adviser to join its new office in Malaga.
This is an excellent opportunity for an experienced adviser looking to develop and grow a client base within the international and expatriate market in Spain.
Why this brief
Our client is looking for a commercially focused Private Wealth Adviser who enjoys both client acquisition and long-term relationship management.
The successful candidate will have the opportunity to build and develop their own client book, supported by a fully licensed, multi-jurisdictional platform together with centralised compliance, operations and paraplanning support.
This infrastructure allows advisers to focus on what matters most — building relationships, delivering quality financial advice and growing their business.
The role will involve working with internationally mobile clients who may have assets, income or family interests across multiple jurisdictions.
Success will be measured through client acquisition, retention, recurring revenue growth and positive client outcomes.
Day-to-day accountabilities
Building & Growing a Client Base Develop and grow your own client book through referrals, professional networks, events and proactive business development
Identify and convert prospective clients into long-term advisory relationships
Build, retain and deepen client relationships through high-quality advice and service
Generate your own new business opportunities, supported by our client's established brand, network, marketing activity and professional introducer relationships




Develop long-term relationships within the international and expatriate community Client Advice & Financial Planning Provide holistic financial advice across investments, pensions, protection, tax and estate planning
Advise internationally mobile clients with assets, income or family connections across multiple jurisdictions
Develop appropriate financial planning strategies based on individual client circumstances and objectives
Conduct regular client reviews and adapt financial plans as goals, circumstances and market conditions change
Maintain a high standard of client service and professional advice Who the client is looking for
Experience & 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 & Attributes Strong commercial mindset with a clear focus on growth and client acquisition
Excellent communication and relationship-building skills
Confidence advising internationally mobile and high-earning clients
Ability to work autonomously while making effective use of central support teams
High standards of professionalism, organisation and follow-through
A genuine interest in building long-term client relationships Desirable Previous experience advising expatriate or international clients Additional financial services licences or willingness to obtain further regulatory permissions
Multilingual capabilities




Existing professional networks within Spain or the wider expatriate market Package and support Opportunity to join an established international wealth management business Based in Malaga Hybrid working environment
Access to a fully licensed, multi-jurisdictional advisory platform
Centralised compliance, operations and paraplanning support Wealth management technology designed to reduce administration and maximise adviser time with clients
Support from an established international network, marketing function and professional introducers
The opportunity to build and grow your own client book
Exposure to an established international and expatriate client market Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships Why this brief
This is an exciting opportunity for an experienced adviser to build and grow a successful wealth management business in Spain, supported by the infrastructure of an established international organisation.
The new Malaga office provides an excellent base from which to develop relationships within the region's substantial international and expatriate community.
For the right adviser, the combination of client acquisition, international financial planning, centralised support and recurring revenue opportunities provides a strong platform for long-term career development.
If you are an experienced Private Wealth Adviser, Financial Adviser, Wealth Manager or IFA with a proven ability to develop client relationships and an interest in working with international and expatriate clients in Spain, Prestige IFA Jobs would be interested in hearing from you.
UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (Dip PFS, CISI Level 4, CFP or equivalent).
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📌 Private Wealth Adviser (Málaga)
🏢 Prestige Ifa Jobs
📍 Málaga

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