Wealth Advisor (Remote) for High-Net-Worth Clients

Prestige IFA Jobs; Marbella; On-site; EUR 55,000 - 90,000; Full time

Benefits offered by this job

Chartered qualifications

Career mobility

Commission bonuses

Training programs

Engagement events

Job summary

Prestige IFA Jobs is seeking a wealth management advisor to cultivate a client base in the wealth management sector. The role emphasizes tailored advisory services, client communication, and strategic growth for assets under management.

Applicants should have 3+ years in wealth management or life insurance advisory, with recognised investment qualifications. Expat opportunity with remote work options depending on jurisdiction.

Qualifications

• Applicants must have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent).
• This is a performance-driven, client-facing role focused on relationship development and growth.

Responsibilities

• Cultivate and expand a client base focused on wealth management (B2C).
• Provide tailored advisory services and maintain strong client communication.
• Identify financial needs and deliver customized solutions to grow assets under management.
• Conduct comprehensive client reviews and create bespoke wealth management strategies.
• Apply a consultative approach to understand client goals and provide appropriate solutions.
• Stay informed on global markets and trends to deliver accurate, up-to-date advice.

Skills

Service orientation

Numerical acumen

Attention to detail

Integrity & professionalism

Analytical skills

Risk assessment

Sales track record

Ambition & resilience

HNWI experience

Investment products knowledge

UK Level 4 advisory qualification

Education

Bachelor’s degree or equivalent in business/finance/economics/management

UK Level 4 advisory qualification

Job description

Prestige IFA Jobs is seeking a wealth management advisor to cultivate a client base in the wealth management sector. The role emphasizes tailored advisory services, client communication, and strategic growth for assets under management.

Applicants should have 3+ years in wealth management or life insurance advisory, with recognised investment qualifications. Expat opportunity with remote work options depending on jurisdiction.