Private Wealth Adviser

About Skybound Wealth ManagementSkybound 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 OverviewSkybound Wealth Management is seeking highly skilled and motivated Private Wealth Advisers to join our team in Europe, with a focus on working with clients across the whole of the EU.As a Private Wealth Adviser, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong background in wealth management, relationship building, and a deep understanding of financial markets to offer tailored strategies aimed at optimizing clients' financial futures.Key ResponsibilitiesClient 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 RequirementsEducation & QualificationsExperience in wealth management, financial advisory, or private bankingQualified or working towards UK Level 4 Diploma in Financial Planning, Advanced CySEC or equivalentPrevious experience in the wealth management industry in Spain or wider Europe is preferred.Skills & CompetenciesStrong 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 AttributesA client‑first mindset with a genuine interest in helping clients achieve their financial goals.Strong analytical skills and attention to detailAbility to work in a fast‑paced, high‑pressure environment while maintaining high levels of professionalismMultilingual abilities and an understanding of business operations in Spain and across Europe are a plus.Why Skybound Wealth Management?Growth OpportunitiesSkybound 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 EnvironmentWork within a supportive and collaborative team environment where your ideas and contributions are valued.Competitive CompensationWe offer a competitive remuneration structure, performance‑based bonuses, and a benefits package tailored to the needs of our team members.Global Reach with Local ExpertiseJoin a leading wealth management firm with a global reach and a deep understanding of local markets, delivering unparalleled service to clients.#J-18808-Ljbffr