Private Client Advisor

hace 2 semanas


Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo
About the Role

We are seeking a highly skilled Private Client Advisor to join our dynamic team in Europe. As a key member of our global wealth management firm, you will be responsible for providing expert advice and guidance to our clients across multiple jurisdictions.

With a strong focus on adaptability, expertise, and a global perspective, we value candidates who are passionate about serving clients across borders. Whether you're based in the UK, Europe, or the UAE, we welcome candidates from diverse geographical backgrounds.

Key Responsibilities
  • Provide expert advice and guidance to clients on their financial needs and goals
  • Develop and maintain strong relationships with clients across multiple jurisdictions
  • Work collaboratively with our global team to deliver private wealth services
  • Stay up-to-date with market trends and regulatory requirements
What We Offer

We offer a unique opportunity for our advisers to serve clients across all our offices, regardless of their current base. Our centralised proposition provides a complete solution from licensing, compliance, product, processes, and lead generation. Join our team and embark on a journey of professional growth and international success that offers:

  • A collaborative work environment that encourages innovation and improvement
  • A chance to build your own advice practice within our regulatory framework
  • A uniform advice proposition across all offices, with a strong focus on quality and consistency
  • Complete support for advisers looking to leave the business in the near future
About Us

We are a well-established boutique global wealth management firm that is part of a group of affiliate companies, each focused on a key sector. With group offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, we are licensed and duly regulated across multiple jurisdictions.

We provide innovative, flexible, tailored, and transparent cross-border solutions to meet diverse investment needs, while protecting our clients' assets and growing their wealth.


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