Private Wealth Partner - Spain

Skybound Wealth Management Ltd; La Cala; On-site; EUR 90,000 - 130,000; Full time

Job summary

Skybound Wealth Management Ltd is seeking an experienced Private Wealth Partner for our Mijas office near Malaga to grow an international client base. You will lead client acquisition, deliver holistic financial advice across investments, pensions, tax and estate planning, and manage ongoing relationships for high-earning expatriates.

You will work on a licensed, multi-jurisdictional platform with central compliance and operations support, enabling you to focus on growth, service quality and

Qualifications

• Level 4 qualification in financial advice or equivalent.
• Previous experience as a practising financial adviser.
• Proven experience building and managing a client book.

Responsibilities

• Develop and grow your own client book through referrals, professional networks, events and proactive outreach.
• Deliver holistic financial advice across investments, pensions, protection, tax and estate planning.
• Advise internationally mobile clients with assets, income or family across multiple jurisdictions.

Skills

Relationship building

Client acquisition

Communication

Autonomy

Commercial mindset

Education

Level 4 qualification in financial advice

Job description

About Us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.

Job Overview

We are looking for an experienced Private Wealth Partner to join our Mijas Office near Malaga, with a clear focus on building and growing a client base within the international and expatriate market.

A Private Wealth Partner is an established financial adviser with significant industry experience, a proven track record of delivering high-quality financial advice, and the ability to independently develop and manage long-term client relationships.

This role is suited to advisers who enjoy client acquisition and long-term relationship management. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth.

Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.

Key Responsibilities

Building and Growing a Client Base

• Develop and grow your own client book through referrals, professional networks, events and proactive outreach
• Convert prospects into long-term advisory relationships
• Retain and deepen client relationships over time through high-quality advice and service
• Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships

Client Advice and Ongoing Planning

• Deliver holistic financial advice across investments, pensions, protection, tax and estate planning
• Advise internationally mobile clients with assets, income or family across multiple jurisdictions
• Review and adapt client plans in line with changing goals, circumstances and market conditions

What We’re Looking For

Experience and Qualifications

• Level 4 qualification in financial advice or equivalent
• Previous experience as a practising financial adviser
• Proven experience building and managing a client book

Skills and Attributes

• Commercial mindset with a clear focus on growth and client acquisition
• Strong relationship-building and communication skills
• Confidence advising internationally mobile and high-earning clients
• Ability to work autonomously while leveraging central support teams
• High standards of professionalism, organisation and follow-through

Desirable

• Experience advising expatriate or international clients
• Additional licences or willingness to obtain further regulatory permissions
• Multilingual capability

Why Skybound Wealth Management

Built for International Advice

We are licensed globally and support advisers with advising clients across multiple jurisdictions

Plume Technology

Plume technology designed to reduce administrative burden and maximise adviser time with clients

Freedom with Support

Build your own book while benefiting from centralised compliance, operations and paraplanning

Performance-Led Reward

Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.