Expat Private Wealth Advisor

Redstone Search Group; Madrid; Presencial; EUR 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Strong in-house support

Access to inbound client enquiries

Opportunity to build and grow client book

Descripción de la vacante

Redstone Search Group is seeking a Financial Advisor / Private Client Manager to join their team in Madrid or other locations. The role involves managing relationships with affluent British expatriates, delivering tailored investment and tax-efficient wealth solutions.

The ideal candidate should have a Level 4 Diploma, proven experience in financial advice, and strong communication skills. This position offers access to a consistent flow of client enquiries and a competitive compensation structure.

Formación

• Minimum Level 4 Diploma qualified; progress toward Chartered status is advantageous.
• Proven experience in financial advice and wealth management.
• Strong understanding of investment products and tax-efficient structures.

Responsabilidades

• Manage and develop relationships with existing private clients.
• Convert inbound marketing enquiries into new business opportunities.
• Advise clients on investments, pensions, and tax-efficient structures.

Conocimientos

Experience in financial advice

Relationship management

Investment products knowledge

Strong communication skills

Educación

Level 4 Diploma

Descripción del empleo

Redstone Search Group is seeking a Financial Advisor / Private Client Manager to join their team in Madrid or other locations. The role involves managing relationships with affluent British expatriates, delivering tailored investment and tax-efficient wealth solutions.

The ideal candidate should have a Level 4 Diploma, proven experience in financial advice, and strong communication skills. This position offers access to a consistent flow of client enquiries and a competitive compensation structure.