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Experienced Wealth Manager
hace 2 semanas
Overview Direct message the job poster from Private Client Consultancy Recruiting Financial Advisors and support staff to support the expat community Why Join Us? Operate legally post-Brexit with IDD, MiFID & FINMA licensing for EU and Switzerland Service clients across multiple jurisdictions, including the US Access our bespoke IFA Portal , CRM, and analytics systems to write business faster and with fewer errors Benefit from full compliance, admin, and sales support Leverage our exclusive partnerships with Arbion and AQA Capital for investment solutions not available elsewhere Our Subscription Model – Built for Qualified IFAs One-off joining fee: €1,500 (per company, not per adviser) Monthly CRM access: €50 per adviser No percentage-based overrides – you keep more of what you earn No PI cover charges – included in your membership Highly competitive commission rates negotiated on your behalf What You’ll Gain as a Member White-labelled branding to your business Technical training & specialist tax adviser access Marketing suite with PCC-branded materials, brochures, and social media assets Website, email address & sales process documents Lead generation, sales skills training, and business seminars Assistance with client events, webinars & workshops Strategic business planning and practice acquisition support Your 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. What You’ll Do / Responsibilities Operate 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 business Engage with high-net-worth international clients and manage cross-border opportunities Qualifications & Ideal Candidate Experienced Wealth Manager/IFA with an existing international client base and substantial AUM Ability to work with a global, multi-jurisdictional client base Apply today Apply today to discuss joining the PCC Global Network. Seniority level Mid-Senior level Employment type Other Job function Finance and Sales Referrals increase your chances of interviewing at Private Client Consultancy by 2x Get notified about new Wealth Manager jobs in European Union . #J-18808-Ljbffr
