CrawlJobs Logo
Skybound Wealth Management Logo Skybound Wealth Management · Finance

Private Wealth Adviser

Spain, Barcelona · Job Posted January 26, 2026
Apply Position
Job Link Share

Job Description

We are looking for an experienced Private Wealth Adviser to join our new Barcelona Office, 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.

Job Responsibility

  • 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

Requirements

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

Nice to have

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

What we offer

  • 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 - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Private Wealth Adviser

8 matching positions

Private Wealth Adviser

We are looking for an experienced self-employed Private Wealth Adviser to join o...
Location
Location
United Kingdom , Bournemouth
Salary
Salary:
Not provided
skyboundwealth.com Logo
Skybound Wealth Management
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Level 4 qualification in financial advice or equivalent
  • Previous experience as a practising financial adviser
  • Commercial mindset with a clear focus on growth and client acquisition
  • Ability to work autonomously while leveraging central support teams
  • High standards of professionalism, organisation and follow-through
Job Responsibility
Job Responsibility
  • 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
  • Review and adapt client plans in line with changing goals, circumstances and market conditions
  • Unique to Skybound, have the ability to advise internationally mobile clients with assets, income or family across multiple jurisdictions
What we offer
What we offer
  • Built for International Advice
  • Plume Technology
  • Freedom with Support
  • Performance-Led Reward
Read More
Arrow Right
New

Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to w...
Location
Location
United Kingdom , Bath
Salary
Salary:
Not provided
theprivateoffice.com Logo
The Private Office
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CII Diploma in Financial Planning (as a minimum)
  • The ability to produce comprehensive, accurate, and clear recommendation reports
  • Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
  • Proficiency in complex report writing
  • Experience liaising with third party providers
  • Excellent grammar, spelling and punctuation skills
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational and time management skills
  • Experience within Private Wealth Management
  • Experience of working to targeted service standards and procedures
Job Responsibility
Job Responsibility
  • Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
  • Providing high quality technical, administrative and research support to the Advisers
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
  • Building strong and effective working relationships with other teams in the firm and third party product providers
  • Attending and contributing to meetings – both internal and external
  • Ensuring that all client records and data are maintained accurately and efficiently
What we offer
What we offer
  • True hybrid working model
  • Company discretionary bonus scheme
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Fulltime
Read More
Arrow Right
New

Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to w...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
theprivateoffice.com Logo
The Private Office
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CII Diploma in Financial Planning (as a minimum)
  • The ability to produce comprehensive, accurate, and clear recommendation reports
  • Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
  • Proficiency in complex report writing
  • Experience liaising with third party providers
  • Excellent grammar, spelling and punctuation skills
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational and time management skills
  • Experience within Private Wealth Management
  • Experience of working to targeted service standards and procedures
Job Responsibility
Job Responsibility
  • Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
  • Providing high quality technical, administrative and research support to the Advisers
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
  • Building strong and effective working relationships with other teams in the firm and third party product providers
  • Attending and contributing to meetings – both internal and external
  • Ensuring that all client records and data are maintained accurately and efficiently
What we offer
What we offer
  • True hybrid working model
  • Company discretionary bonus scheme
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Fulltime
Read More
Arrow Right
New

Client Advisor

Quintet Private Bank is a leading private bank in the wealth management sector; ...
Location
Location
Luxembourg , Luxembourg
Salary
Salary:
Not provided
quintet.com Logo
Quintet Private Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive Experience in a commercial, banking or financial environment
  • Knowledge of general banking laws and regulations, markets regulations and compliance procedures regarding investment advice to clients
  • Knowledge or order and execution process, hiring and on giving orders for securities and for trading and investing products and services
  • Fluent in Luxembourgish and German
  • Fluent in English
  • Any other language is considered an asset
Job Responsibility
Job Responsibility
  • Building an optimal and appropriate client service and experience
  • Acting as a holistic client advisor, leveraging the Quintet value proposition across services such as investments, financial planning, estate planning and lending
  • Protecting and growing the client's wealth
  • Making an active contribution to acquire new clients and increase the share of wallet of existing clients
  • Developing and maintaining sustainable relationships with clients
  • Demonstrating extensive knowledge of the clients you serve and advise
  • Fulltime
Read More
Arrow Right

Junior Private Banker - UHNW

Join us as a Junior Private Banker within our growing Private Banking and Wealth...
Location
Location
United Kingdom , Greater Manchester
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Level 4 RDR qualified or equivalent
  • Exceptional client servicing and relationship management skills with Ultra-High-Net-worth Clients and demonstrable experience in building and managing this client base
  • Previous experience in controlling and monitoring of risk within a client book
  • Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
Job Responsibility
Job Responsibility
  • Support the Senior Private Banker with growing a portfolio of UHNW clients, understanding their financial goals and risk appetite
  • Act as the primary point of contact for clients, providing exceptional service and financial advice
  • Conduct regular reviews of clients' investment and financial portfolios
  • Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
  • Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
  • Identify and onboard new clients through networking, referrals, and strategic partnerships
  • Develop and execute tailored strategies to attract and retain wealthy clients in the region
  • Attend client events, wealth management forums, and other high-profile gatherings in London
  • Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
  • Keep clients informed on market trends, economic updates, and investment opportunities
What we offer
What we offer
  • Health and wellness
  • Gyms
  • Mental health support
  • Collaborative Areas
  • Socialising
  • Sports
  • Community events
  • Volunteering
  • Fulltime
Read More
Arrow Right
New

Client Advisor

Quintet Danmark - Quintet Private Bank is a leading private bank in the wealth m...
Location
Location
Denmark , Copenhagen
Salary
Salary:
Not provided
quintet.com Logo
Quintet Private Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive Experience in a commercial, banking or financial environment
  • Knowledge of general banking laws and regulations, markets regulations and compliance procedures regarding investment advice to clients
  • Knowledge or order and execution process, hiring and on giving orders for securities and for trading and investing products and services
  • Thinks and behaves like a business owner, or entrepreneur, while role models our values
  • Is client focused to provide a best-in-class service and independent advice
  • Creates a partnership culture within teams and collaborates across all other Quintet functions to deliver the overall client proposition
  • Works effectively with our Investment and Client Solutions team, our Chief Investment Officer, Business Risk and Compliance, to find the best solutions for clients within our investment universe and lending capabilities
  • Supports and encourages others to generate a positive working culture, sharing information cross-functions
  • Good analytical, critical thinking and commercial skills
  • Proficient use of MS Office
Job Responsibility
Job Responsibility
  • Building an optimal and appropriate client service and experience, with the aim of achieving the objectives and expectations of the client families we serve
  • Acting as a holistic client advisor, leveraging the Quintet value proposition across services such as investments, financial planning, estate planning and lending
  • Protecting and growing the client's wealth while also making an active contribution to acquire new clients and increase the share of wallet of your existing clients
  • Developing and maintaining sustainable relationships with clients while demonstrating an extensive knowledge of the clients you serve and advise
  • Continuously identify and create new leads through the effective use of own network targeting domestic prospects
  • Follow-up and manage acquisition pipeline
  • Deliver high competing acquisition speeches and cross-pitch Quintet value proposition, acting as strong Quintet brand ambassador in the market and contributing to increasing the share or wallet of existing clients
  • Develop an outstanding understanding of the client family situation, financial position, investment objectives and risk profile
  • Ensure the financial and life needs of client families are understood and met
  • Actively mobilise the right investment, financial and wealth planning or lending specialists across the group as required to meet the client overall Wealth Management goals and objectives within the scope of the client risk profile
  • Fulltime
Read More
Arrow Right

Private Banker – Israel Market

The Private Banking team offers bespoke banking and investment solutions to high...
Location
Location
Switzerland , Zurich
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience of successfully covering Private Bank clients in the Israeli Market
  • Excellent relationship skills with experience of managing and handling the sophisticated needs of individuals and families
  • Effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
  • Experience in controlling and monitoring of risk within a client book
  • Substantial experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to HNW & UHNW customers
  • Full, up to date understanding of the general financial markets dynamics and current financial concepts
  • High aptitude and understanding of the digital landscape
  • Excellent market exposure and multi-disciplined private banking expertise
  • Ability to proactively drive business development
  • Good management skills and experience of influencing others
Job Responsibility
Job Responsibility
  • Deliver high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
  • Be recognised as an expert and influential contact for banking products, credit advice and client queries
  • Be recognised as an expert and influential interface between the client and other parts of the Barclays group
  • Provide the client with world class financial solutions
  • Be able and willing to discuss markets, their issues and opportunities with clients
  • Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality
  • Engage with digital technologies, products and solutions that are relevant to the Wealth business
  • Manage and grow client relationships and acquire new clients
  • Establish a sound understanding of the strategy of the clients in their portfolio
  • Manage operational, reputational, financial crime and credit risk for the portfolio
What we offer
What we offer
  • Access to wellness rooms, gyms and mental health support
  • Welcoming and inclusive culture
  • Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • On-site cafeterias, fitness centers, and tech-equipped workstations
  • Fulltime
Read More
Arrow Right

Wealth Management Regional Director - South

A Director-level leader accountable for Planning & Advice Distribution performan...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
  • Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk
  • Experience leading multi-team / regional distribution environments
  • Strong understanding of regulated advice processes, suitability, and client outcomes
  • Experience coaching leaders and improving performance at scale
  • Solid analytical capability, including identifying performance trends, drawing insights, and making data-driven decisions
  • Skilled in establishing and nurturing stakeholder relationships across interconnected strategic agendas
Job Responsibility
Job Responsibility
  • Accountability for regional outcomes across commercial outcomes, client experience and adviser productivity
  • Take responsibility for pan WM business initiatives where required
  • Lead delivery through Team Leaders, ensuring alignment, pace, and consistent execution across all teams
  • Use MI, forecasting, and performance insight to identify trends, address gaps, and drive targeted interventions
  • Maintain clear visibility of regional performance, risks, and opportunities
  • Partner with other regional directors to drive alignment in key priorities and ways of working
  • Lead, coach, and develop Team Leaders, ensuring effective leadership of their teams
  • Retain accountability for the regional Wealth Planner and Wealth Manager population, with clear oversight of performance, capability, and outcomes through Team Leaders
  • Set clear expectations on standards, behaviours, and productivity across the region
  • Build a strong, consistent performance culture, with clear accountability and follow-through
  • Fulltime
Read More
Arrow Right