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Private Wealth Adviser - Spain

Skybound Wealth Management · ES

About Us Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide...

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 Adviser to join our new Mijas Office near Malaga, with a clear focus on building and growing a client base within the international and expatriate market. 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 relations...