Financial Advisor

JR Spain; Barcelona; Híbrido; EUR 50.000 - 100.000; Jornada completa

Descripción de la vacante

A leading independent digital private investment bank is expanding and hiring independent wealth management advisors in Barcelona. The role involves providing personalized investment solutions and financial planning support to clients, with opportunities for remote and hybrid work. Candidates should have at least 2 years of industry experience and strong interpersonal skills.

Servicios

Ongoing training and development

Support in compliance, administration, CRM, and marketing

Generous, high-earning pay structure

Dynamic and fast-paced environment

Formación

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Native or business-level proficiency in English.

Responsabilidades

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare and verify financial plans.
• Advise clients on suitable financial solutions.

Conocimientos

Interpersonal skills

Understanding of investment business

Descripción del empleo

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As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors worldwide.

We advise over 100,000 clients globally, managing over $12bn in advice and administration. We own companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total, and UK Parliament, among others.

Our success is reflected in numerous awards and our expanding business that leads industry innovation and growth.

We are hiring

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books, to offer international financial products, including digital, app-based investment products, regular savings, VC funds, and lump-sum investments.

What we offer

• An award-winning, dynamic, and fast-paced environment emphasizing inclusion, learning, and collaboration.
• The opportunity to work with innovative products and technology.
• Ongoing training and development to support your career growth.
• A generous, high-earning pay structure on all products.
• Support in compliance, administration, CRM, and marketing.

Remote and hybrid opportunities are available for professionals looking to expand their international product offerings across the region, including :

• International FinTech
• Finance Sales Business Development
• Structured Finance
• Pensions Products

Leadership insight

The divisional director emphasizes that the ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare and verify financial plans.
• Advise clients on suitable financial solutions for medium to long-term objectives.

Qualifications

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level proficiency in English, written and spoken.

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