Financial Advisor/ Private Client Manager (Expat Market)

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 is supporting a leading international tax and wealth management firm in the search for a Financial Advisor / Private Client Manager to join their growing teams in either Malta, Cyprus, France or Southern Spain.

This is an excellent opportunity for a driven financial professional to develop and manage relationships with affluent British expatriates, delivering tailored investment and tax‑efficient wealth solutions within a well‑established and supportive platform.

Key Responsibilities

• Manage and develop relationships with existing private clients, ensuring a high level of ongoing service
• Convert inbound marketing enquiries into new business opportunities
• Build and grow a personal client book through referrals and networking
• Advise clients on investments, pensions, and tax‑efficient structures
• Work closely with in‑house tax advisory and support teams to deliver tailored solutions
• Contribute to the growth of assets under management (AUM) through new client acquisition and retention
• Maintain regular client contact and identify opportunities for additional investment

Candidate Profile

• Level 4 Diploma qualified (minimum requirement); progress toward Chartered status advantageous
• Proven experience in financial advice, wealth management, or private client relationship management
• Demonstrable track record of winning and retaining clients
• Strong understanding of investment products, pensions, and tax‑efficient structures
• Excellent communication and relationship‑building skills
• Commercially driven with the ability to generate new business
• Self‑motivated, professional, and capable of working in an entrepreneurial environment
• Experience working with high‑net‑worth or expatriate clients advantageous

Why This Role

• Join a well‑established and reputable firm specialising in the expatriate market
• Strong in‑house support including tax advisory, marketing, and administration
• Access to a consistent flow of inbound client enquiries
• Opportunity to build and grow a high‑quality client book
• International working environment with a focus on European markets
• Competitive compensation structure with strong earning potential