Experienced Wealth Manager

hace 7 días

Madrid, España Private Client Consultancy A tiempo completo

OverviewEnvíe su CV y cualquier información adicional requerida después de haber leído esta descripción, haciendo clic en el botón de solicitud.Direct message the job poster from Private Client ConsultancyRecruiting Financial Advisors and support staff to support the expat communityWhy Join Us?Operate legally post-Brexit withIDD, MiFID & FINMA licensingfor EU and SwitzerlandService clients across multiple jurisdictions, including the USAccess our bespokeIFA Portal , CRM, and analytics systems to write business faster and with fewer errorsBenefit from full compliance, admin, and sales supportLeverage our exclusive partnerships withArbionandAQA Capitalfor investment solutions not available elsewhereOur Subscription Model – Built for Qualified IFAsOne-off joining fee:€1,500(per company, not per adviser)Monthly CRM access:€50 per adviserNo percentage-based overrides– you keep more of what you earnNo PI cover charges– included in your membershipHighly competitive commission rates negotiated on your behalfWhat You’ll Gain as a MemberWhite-labelled branding to your businessTechnical training & specialist tax adviser accessMarketing suite with PCC-branded materials, brochures, and social media assetsWebsite, email address & sales process documentsLead generation, sales skills training, and business seminarsAssistance with client events, webinars & workshopsStrategic business planning and practice acquisition supportYour Clients. Your Brand. Our Support.Whether you’re building your client base or expanding internationally, PCC Wealth gives you the legal structure, operational support, and premium resources to grow with confidence. xsgfvud What You’ll Do / ResponsibilitiesOperate as a Wealth Manager/IFA within the PCC Wealth global network, with access to tools, licensing, and support while retaining control of your clients and businessEngage with high-net-worth international clients and manage cross-border opportunitiesQualifications & Ideal CandidateExperienced Wealth Manager/IFA with an existing international client base and substantial AUMAbility to work with a global, multi-jurisdictional client baseApply todayApply today to discuss joining the PCC Global Network.Seniority levelMid-Senior levelEmployment typeOtherJob functionFinance and SalesReferrals increase your chances of interviewing at Private Client Consultancy by 2xGet notified about new Wealth Manager jobs inEuropean Union .#J-18808-Ljbffr

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