Wealth Management Advisor

JR Spain; Madrid; Presencial; EUR 50.000 - 120.000; Jornada completa

Descripción de la vacante

JR Spain is looking for independent wealth management advisors to deliver personalized investment solutions to clients. This role requires a strong understanding of the investment business, excellent interpersonal skills, and the ability to work in a dynamic environment. Candidates should have at least 2 years of industry experience and be fluent in English. The position offers the opportunity for remote and hybrid working along with ongoing training and support.

Servicios

Ongoing training and development

High-earning pay structure

Support in compliance and marketing

Formación

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Native or business-level English, written and spoken.

Responsabilidades

• Providing financial planning support to clients.
• Supporting investment professionals in cultivating client relationships.
• Preparing and verifying the accuracy of financial plans.
• Advising clients on the best financial solutions for their medium to long-term plans.

Conocimientos

Interpersonal skills

Financial planning support

Descripción del empleo

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As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors worldwide.

We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration. We are also owners of companies such as Work Place Solutions (WPS), the appointed pension advisor for clients including the BBC, Rolls Royce, London Stock Exchange, Total, and UK Parliament, among others.

Our success is reflected in numerous awards from our peers, and our business continues to grow upwards and outwards, ensuring we remain at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books, who want to offer international financial products, ranging from regular savings and bonds to our digital, app-based investment products, including VC funds, lump-sum investments, and regular savings plans.

We offer:

1. An award-winning, dynamic, and fast-paced environment where inclusion, learning, and collaboration are key to success.
2. The opportunity to work with some of the most innovative products and technologies in the industry.
3. Ongoing training and development to help you grow your skills and advance your career.
4. A generous and high-earning pay structure on all products.
5. Support in compliance, administration, CRM, and marketing.
6. Both remote and hybrid working opportunities are available for wealth management advisory professionals aiming to expand their international product offerings to clients across the region, including:

• International FinTech
• Finance Sales Business Development
• Structured Finance
• Pensions Products

A few words from our group investment and divisional director:

The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.

Responsibilities include:

1. Providing financial planning support to clients.
2. Supporting investment professionals in cultivating client relationships.
3. Preparing and verifying the accuracy of financial plans.
4. Advising clients on the best financial solutions for their medium to long-term plans.

Qualifications:

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level English, written and spoken, is required.