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Financial Advisor (Regional Spanish markets)

Job Reference: RB0243A
 

Job Title: Financial Advisor (Regional Spanish markets)

Location: Europe

Product: Private Banking

Role: Client Relations, Financial Planning

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.

Redstone Private Banking Search are currently working with a Global Investment Manager who are looking to grow their team in Spain by onboarding a number of Financial Advisor’s.

Key Responsibilities / Tasks

  • The sole purpose of the role is portfolio development in the Spanish markets targeting HNWI’s with a minimum of 350,000 EUR to invest.
  • Offering a personal service to each prospect client that is looking to invest into various products.
  • High volume of new business development using various consultative selling techniques; cold calling, warm calling and face to face meetings.
  • Regular travel to meet with all new prospect clients, working towards monthly and yearly targets related to new client acquisition
  • Representing the client as a full time exclusive tied agent

Key Qualifications / Experience

  • 5+ years’ experience in a similar role as a financial advisor or wealth manager covering the domestic Spanish market
  • Prior track record of client development and asset acquisition
  • Located in Barcelona, Madrid or Malaga
  • Fluent in Spanish and an understanding of English
  • Role reports into Managing Director, Spain

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to privatebanking@redstonesearch.com or submit your application through the Vacancy Form.