Financial Advisor

Redstone Search Group; Barcelona; Presencial; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

A leading tax and wealth management group is seeking experienced wealth managers and financial advisors to support British expatriates across Southern Europe. The position involves developing personalized financial strategies, ensuring compliance with tax laws, and collaborating with local experts to deliver tailored advice. Candidates should be self-starters with a strong reputation and a proven track record in financial services sales.

Formación

• Proficient in advising high-net-worth individuals on tax-efficient investment structures.
• Able to generate funds under management of £5m-£6m in the first year.

Responsabilidades

• Develop and manage personalized financial plans for clients.
• Advise on tax-efficient investment strategies and ensure compliance.
• Conduct financial reviews and collaborate with local experts.

Conocimientos

Strong networking skills

Honesty

Integrity

Reputation

Educación

Experience in financial services or professional services

Descripción del empleo

France, Spain, Portugal, Malta, Cyprus and Monaco.

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks

• Work with ‘retired’ British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
• Develop and manage personalized financial plans.
• Advise on tax-efficient investment strategies.
• Ensure compliance with UK and local tax laws
• Provide tailored investment advice based on risk tolerance and goals.
• Conduct regular financial reviews and updates.
• Provide performance reports and status updates
• Advise on financial implications of residency options.
• Navigate financial aspects of relocating and living abroad.
• Collaborate with local financial, tax, and legal experts.
• Facilitate introductions to trusted local service providers.

Who We’re Looking For :

• British advisors or professionals seeking a career / environment change.
• Experienced individuals with a track record in FS sales or professional services.

Key Attributes :

• Self-starter with an entrepreneurial attitude.
• Demonstrates clear drive, ambition, self-motivation, and hard work.
• Professional, engaged, and enthusiastic demeanour.
• Well-presented and articulate with excellent networking abilities.
• Willingness to work with the retired British demographic.

Qualifications :

• Proficient with the ability to advise HNWIs on tax-efficient investment structures.
• Capable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2.

Skills and Competencies :

• Strong networking skills to leverage marketing efforts and brand recognition.
• Ability to market showcase brand name to generate referrals.
• Honesty, integrity, and a solid reputation.

J-18808-Ljbffr