Private Wealth Adviser - Europe at Sky bound Wealth Management

Mijas, Andalusia, Spain -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

0.0

Posted On

19 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Financial Planning, Investment Advice, Client Relationship Management, Portfolio Management, Risk Management, Tax Optimization, Estate Planning, Market Research, Communication Skills, Analytical Skills, Interpersonal Skills, Networking, Regulatory Compliance, Financial Products Knowledge, Multilingual Abilities

Industry

Financial Services

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: SkyboundWealth Management is seeking highly skilled and motivated Private Wealth Advisers tojoin our team in Europe, with a focus on working with clients across the whole of the EU. As a Private Wealth Adviser, youwill be responsible for providing comprehensive financial planning andinvestment advice to high-net-worth individuals, families, and corporateclients. The ideal candidate will possess a strong background in wealthmanagement, relationship building, and a deep understanding of financialmarkets to offer tailored strategies aimed at optimizing clients' financialfutures. Key Responsibilities: Client Relationship Management: Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions. Financial Planning & Advisory: 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. Investment Strategy Development: Develop and implement investment strategies and asset allocation models that are in line with clients' goals and risk profiles. Market Research & Insights: Stay up-to-date with global and local financial markets, economic trends, and investment opportunities to offer relevant and timely advice to clients. Collaborate with Internal Teams: Work closely with other financial experts within the organisation, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive wealth management solutions. Client Portfolio Monitoring: Regularly monitor client portfolios and financial plans, ensuring they align with their evolving goals and market conditions. New Client Acquisition: Proactively identify new business opportunities and expand the client base through networking, referrals, and targeted outreach. Regulatory Compliance: Ensure all financial advice and actions adhere to local and international regulatory standards and ethical practices. Reporting & Documentation: Prepare and present periodic reports on clients' financial performance and recommendations. Ensure accurate documentation of client meetings and transactions. Key Requirements: Education & Qualifications: A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking UK Level 4 Diploma in Financial Planning, Advanced CySEC or equivalent qualification Previous experience in the wealth management industry in Cyprus or wider Europe is preferred. Skills & Competencies: 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. Cultural Fit & Personal Attributes: 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 Cyprus and across Europe are a plus. Why Skybound Wealth Management? Growth Opportunities: Skybound Wealth Management offers ample opportunities for career development in a dynamic and expanding market. We support professional development through continued learning, certifications, and mentoring. Collaborative Environment: Work within a supportive and collaborative team environment where your ideas and contributions are valued. Competitive Compensation: We offer a competitive remuneration structure incentivising performance and a benefits package tailored to the needs of our team members. Global Reach with Local Expertise: Join a leading wealth management firm with a global reach and a deep understanding of local markets, delivering unparalleled service to clients. Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

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Responsibilities

Private Wealth Advisers are responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals and corporate clients. They will build and maintain strong client relationships while developing tailored investment strategies and ensuring compliance with regulatory standards.