- Work with 'retired' British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
- Develop and manage personalized financial plans.
- Advise on tax-efficient investment strategies.
- Ensure compliance with UK and local tax laws
- Provide tailored investment advice based on risk tolerance and goals.
- Conduct regular financial reviews and updates.
- Provide performance reports and status updates
- Advise on financial implications of residency options.
- Navigate financial aspects of relocating and living abroad.
- Collaborate with local financial, tax, and legal experts.
- Facilitate introductions to trusted local service providers.
- British advisors or professionals seeking a career/environment change.
- Experienced individuals with a track record in FS sales or professional services.
- Self-starter with an entrepreneurial attitude.
- Demonstrates clear drive, ambition, self-motivation, and hard work.
- Professional, engaged, and enthusiastic demeanour.
- Well-presented and articulate with excellent networking abilities.
- Willingness to work with the retired British demographic.
- CII Level 4 qualified (diploma).
- Proficient with the ability to advise HNWIs on tax-efficient investment structures.
- Capable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2.
- Strong networking skills to leverage marketing efforts and brand recognition.
- Ability to market showcase brand name to generate referrals.
- Honesty, integrity, and a solid reputation. xohynlm
- Developed negotiation skills.
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Financial Advisor - Coslada - Redstone Search Group
Descripción
France, Spain, Portugal, Malta, Cyprus and Monaco.
Lea el resumen de esta oportunidad para comprender qué habilidades, incluidas las habilidades interpersonales relevantes y el dominio de paquetes de software, se requieren.Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.
Key Responsibilities / Tasks
Who We're Looking For:
Key Attributes:
Qualifications:
Skills and Competencies:
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Financial Advisor
Solo para miembros registrados Community of Madrid
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Independent Financial Advisor
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Affiliate Financial Advisor
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Affiliate Financial Advisor
Solo para miembros registrados Madrid, Community of Madrid
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Senior Financial Advisor IT Sector – based in Spain
Solo para miembros registrados Madrid, Community of Madrid
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Senior Financial Advisor IT Sector – based in Spain
Solo para miembros registrados Madrid
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Asesor Financiero y Gestor Patrimonial/ Financial Advisor and Wealth Manager
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Global Total Rewards Director Business Assurance
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Global Total Rewards Director Business Assurance
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Accounting and Administration Assistant
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Senior Private banking Specialist
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Director of Procurement
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Finance Manager NE
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Finance Accounting
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Wealth Planner
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Finance Accounting
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Sr. Financial Controller
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IPB, Client Advisor, Vice President, Spain
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IPB, Client Advisor, Vice President, Spain
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IPB, Private Banker, Associate, Spain
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