Private Wealth Adviser

• Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions
• Provide personalized investment advice and comprehensive wealth management services, including retirement planning, tax optimisation, estate planning, and portfolio management
• Analyse clients' financial goals, risk tolerance, and investment preferences to recommend customised solutions
• Develop and implement investment strategies and asset allocation models that are in line with clients' goals and risk profiles
• Stay up-to-date with global and local financial markets, economic trends, and investment opportunities to offer relevant and timely advice to clients
• Work closely with other financial experts within the organisation, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive wealth management solutions
• Regularly monitor client portfolios and financial plans, ensuring they align with their evolving goals and market conditions
• Proactively identify new business opportunities and expand the client base through networking, referrals, and targeted outreach
• Ensure all financial advice and actions adhere to local and international regulatory standards and ethical practices
• Prepare and present periodic reports on clients' financial performance and recommendations
• Ensure accurate documentation of client meetings and transactions

• Experience in wealth management, financial advisory, or private banking
• Qualified or working towards UK Level 4 Diploma in Financial Planning, Advanced CySEC or equivalent
• Previous experience in the wealth management industry in Spain or wider Europe is preferred
• Strong knowledge of financial products, investments, tax laws, and estate planning
• Expertise in portfolio management, asset allocation, and risk management strategies
• Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders
• Proficient in financial planning software and tools, with a deep understanding of investment strategies and markets
• Ability to work independently and manage multiple client portfolios effectively
• A proven track record of building and nurturing long-term client relationships
• A client-first mindset with a genuine interest in helping clients achieve their financial goals
• Strong analytical skills and attention to detail
• Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism

Multilingual abilities and an understanding of business operations in Spain and across Europe are a plus

• Competitive remuneration structure
• Performance-based bonuses
• Benefits package tailored to the needs of our team members
• Ample opportunities for career development
• Professional development through continued learning, certifications, and mentoring
• Supportive and collaborative team environment
• Global reach with local expertise