Global Wealth Management Advisor

hace 2 semanas


Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo

Company Overview: Our client is a well-established boutique global wealth management firm that excels in combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure. With group offices in key locations worldwide, they provide innovative, flexible, tailored, and transparent cross-border solutions to meet diverse investment needs while protecting assets and growing wealth. These solutions include absolute return, multi-asset, and institutional funds with both offshore and UCITS 5 fund structures.

The Candidate They Seek: Our client is actively seeking highly skilled Level 4 qualified advisers to join their dynamic team. Adaptability, expertise, and a global perspective are valuable traits in candidates from diverse geographical backgrounds. The role isn't tied to a specific office location, offering flexibility for advisers with an established client base looking to transition to new opportunities.

The Must-Haves for this position include big ambitions and a passion for serving clients across borders. A minimum level 4 UK qualification (or level 3 in the UAE) is required, along with at least £10m clean Assets Under Management (AUM) and a proven track record of building a client bank.

What They Offer: Our client provides advisers with the unique opportunity to serve clients across all its offices, regardless of their current base. They offer private wealth services, covering advice, portfolio management, tax planning, property finance, and protection through their centralised proposition. This includes licensing, compliance, product, processes, and lead generation, making it an attractive option for ambitious financial advisers.

Key Benefits: Serving clients across borders, working with a global team, and having access to a range of financial services make this role highly appealing. Advisers will have the opportunity to grow their business while maintaining international client relations.



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