Financial Advisor (Alcobendas)

pFrance, Spain, Portugal, Malta, Cyprus and Monaco. /ppbr/ppRedstone Private Banking Search are leaders in the general 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. /ppbr/ppWe 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. /ppbr/ppstrongKey Responsibilities / Tasks /strong /ppbr/pulliWork with ‘retired’ British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco. /liliDevelop and manage personalized financial plans. /liliAdvise on tax-efficient investment strategies. /liliEnsure compliance with UK and local tax laws /liliProvide tailored investment advice based on risk tolerance and goals. /liliConduct regular financial reviews and updates. /liliProvide performance reports and status updates /liliAdvise on financial implications of residency options. /liliNavigate financial aspects of relocating and living abroad. /liliCollaborate with local financial, tax, and legal experts. /liliFacilitate introductions to trusted local service providers. /li /ulpbr/ppstrongWho We’re Looking For: /strong /ppbr/pulliBritish advisors or professionals seeking a career/environment change. /liliExperienced individuals with a track record in FS sales or professional services. /li /ulpbr/ppstrongKey Attributes: /strong /ppbr/pulliSelf-starter with an entrepreneurial attitude. /liliDemonstrates clear drive, ambition, self-motivation, and hard work. /liliProfessional, engaged, and enthusiastic demeanour. /liliWell-presented and articulate with excellent networking abilities. /liliWillingness to work with the retired British demographic. /li /ulpbr/ppstrongQualifications: /strong /ppbr/pulliCII Level 4 qualified (diploma). /liliProficient with the ability to advise HNWIs on tax-efficient investment structures. /liliCapable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2. /li /ulpbr/ppstrongSkills and Competencies: /strong /ppbr/pulliStrong networking skills to leverage marketing efforts and brand recognition. /liliAbility to market showcase brand name to generate referrals. /liliHonesty, integrity, and a solid reputation. /liliDeveloped negotiation skills. /li /ul Postúlate en Kit Empleo: kitempleo.es/empleo/6sizwk