Global Wealth Advisor - Madrid (Relocation & Visa)

Prestige IFA Jobs; Marbella; Presencial; EUR 60.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Relocation support

Visa sponsorship

Uncapped commission

Professional development

Back-office support

Descripción de la vacante

Prestige IFA Jobs in Madrid seeks a motivated Financial Advisor to serve international and expatriate clients with tailored wealth management solutions. You will conduct reviews, craft investment and pension plans, and guide cross-border decisions to optimise tax and retirement outcomes.

Join a dynamic, regulatory-compliant team offering relocation support and visa sponsorship for qualified candidates, with uncapped commission potential and ongoing professional development.

Formación

• UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).
• Minimum 2–3 years of client-facing wealth management experience.
• Strong knowledge of investments, pensions and cross-border planning.
• Excellent communication and relationship management skills.
• Experience with expatriate clients and international tax considerations is preferred.

Responsabilidades

• Deliver professional financial advice and bespoke wealth management solutions to international clients.
• Build long-term client relationships through high-quality service.
• Conduct thorough reviews and fact-finding discussions.
• Develop customised financial plans addressing investments, pensions, and protection needs.
• Provide guidance on cross-border financial planning and expatriate tax strategies.
• Ensure compliance with regulatory frameworks and industry standards.

Conocimientos

Expatriate clients

Wealth management

Cross-border planning

Regulatory compliance

Pensions planning

Educación

DipPFS / CISI Level 4 / CFP or equivalent

Descripción del empleo

Prestige IFA Jobs in Madrid seeks a motivated Financial Advisor to serve international and expatriate clients with tailored wealth management solutions. You will conduct reviews, craft investment and pension plans, and guide cross-border decisions to optimise tax and retirement outcomes.

Join a dynamic, regulatory-compliant team offering relocation support and visa sponsorship for qualified candidates, with uncapped commission potential and ongoing professional development.