Experienced Wealth Manager
hace 2 días
Overview 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 with IDD, MiFID & FINMA licensing for EU and SwitzerlandService clients across multiple jurisdictions, including the USAccess our bespoke IFA Portal , CRM, and analytics systems to write business faster and with fewer errorsBenefit from full compliance, admin, and sales supportLeverage our exclusive partnerships with Arbion and AQA Capital for investment solutions not available elsewhereOur Subscription Model – Built for Qualified IFAs One-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 Member White-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.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 businessEngage with high-net-worth international clients and manage cross-border opportunitiesQualifications & Ideal Candidate Experienced Wealth Manager/IFA with an existing international client base and substantial AUMAbility to work with a global, multi-jurisdictional client baseApply today Apply today to discuss joining the PCC Global Network.Seniority level Mid-Senior levelEmployment type OtherJob function Finance and SalesReferrals increase your chances of interviewing at Private Client Consultancy by 2xGet notified about new Wealth Manager jobs in European Union .#J-18808-Ljbffr
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Experienced Wealth Manager
hace 14 horas
Madrid, España Private Client Consultancy A tiempo completoOverviewEnvíe 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...
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Wealth Manager
hace 4 semanas
Madrid, España Talent Brand A tiempo completoDesde Talent Brand, iniciamos la búsqueda de un/a Wealth Manager para una importante asesoría financiera basada en Barcelona y con amplia trayectoria y reputación en el sector, actualmente en plena fase de crecimiento y modernización. Ofrecemos un entorno dinámico, colaborativo y orientado a la excelencia en el servicio al cliente.Responsabilidades...
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Wealth Manager
hace 2 semanas
madrid, España Talent Brand A tiempo completoDesde Talent Brand, iniciamos la búsqueda de un / a Wealth Manager para una importante asesoría financiera basada en Barcelona y con amplia trayectoria y reputación en el sector, actualmente en plena fase de crecimiento y modernización. Ofrecemos un entorno dinámico, colaborativo y orientado a la excelencia en el servicio al cliente. Responsabilidades...
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Senior Wealth Planner: Estate
hace 3 días
madrid, España Deutsche Bank A tiempo completoA leading financial institution in Madrid is seeking an experienced Wealth Planner to drive business growth by delivering tailored wealth solutions for high-net-worth families and entrepreneurs. The ideal candidate will have over 8 years of relevant experience and a strong background in financial planning, with excellent communication and collaboration...
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Senior Wealth Manager
hace 1 semana
Madrid, España Talent Brand A tiempo completoDesde Talent Brand, consultora de selección y captación de talento, iniciamos la búsqueda de un importante perfil para una firma independiente líder de consultoría financiera y patrimonial que ofrece asesoramiento global, transparente y personalizado a clientes de alto patrimonio. Misión del puesto El/la Senior Wealth Manager será responsable de...
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Senior Wealth Manager
hace 7 días
Madrid, España Talent Brand A tiempo completoDesde Talent Brand, consultora de selección y captación de talento, inciamos la búsqueda de un importante perfil para una firma independiente líder de consultoría financiera y patrimonial que ofrece asesoramiento global, transparente y personalizado a clientes de alto patrimonio.Misión del puestoEl/la Senior Wealth Manager será responsable de...
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Global Banking Manager: Lead, Grow
hace 2 semanas
Madrid, España Padam chand Hiring For Flight2sucess Immigration A tiempo completoA recruitment firm is seeking an experienced Banking Manager to elevate banking careers in Spain. The ideal candidate will lead teams in financial services and wealth management, ensuring regulatory compliance while driving profitability. Responsibilities include overseeing branch operations, managing high-net-worth client relationships, and guiding...
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Head of Wealth Management
hace 1 semana
Madrid, España Crédit Agricole Group A tiempo completoYour mission: You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets. On a short term view, you will be fully...
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Backend Engineer for Fintech Wealth Platform
hace 47 minutos
Madrid, España Backbase Inc. A tiempo completoWe are looking for an experienced backend engineer to strengthen our team. As a backend engineer you will join a Product team in our Wealth value stream within the R&D department and you will focus on the Wealth Core Service, which supports digital investing products.With Backbase Digital Investing, financial institutions can build user-centric trading, robo...
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Brokerage Product Manager — Fintech Growth
hace 12 horas
Madrid, España JPMorgan Chase & Co. A tiempo completoA leading financial services firm is seeking an experienced Product Manager for Brokerage to innovate and lead the end-to-end product lifecycle. You will develop strategies that provide customer value, manage market research for insights, and build collaborative relationships across teams. The ideal candidate possesses over 5 years in product management,...
