• Publicar trabajo
  • Subir CV
  • Acceder
Ver oferta completa

FINANCIAL ADVISOR

Descripción de la oferta de empleo

France, Spain, Portugal, Malta, Cyprus and Monaco.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 / TasksWork 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 lawsProvide tailored investment advice based on risk tolerance and goals.Conduct regular financial reviews and updates.Provide performance reports and status updatesAdvise 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.Who We’re Looking For:British advisors or professionals seeking a career/environment change.Experienced individuals with a track record in FS sales or professional services.Key Attributes: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.Qualifications: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.Skills and Competencies: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.Developed negotiation skills.
Ver oferta completa

Detalles de la oferta

Empresa
  • Redstone Search Group
Localidad
  • En toda España
Dirección
  • Sin especificar - Sin especificar
Fecha de publicación
  • 14/07/2025
Fecha de expiración
  • 08/01/2026
Cómo detectar ofertas falsas
Financial Officer
Zpmc Spain

Responsible for the company’s overall financial work, including bookkeeping, financial reporting, and daily financial operations... proficient in using sap or similar accounting software for bookkeeping and financial processes... able to work fluently in spanish... requisitos del puesto familiarity......

Accounts assistant
Flying bark productions

This role involves managing production accounting, tracking project costs, assisting with internal financial reporting, and collaborating with an external accountant for monthly financial reporting... ensure proper filing and documentation of production-related financial records for audits and funding......

Basketball Data Collector
IMG AREBA

Benefits 45€ for each event covered freelancer agreement for 1 year with the possibility of extension financial bonuses based on data collection performance you will be provided with a tablet access to training materials online travel expenses refund plan being a part of a worldwide and continuously......

Administrative and techinical department
RAINSTEAL OIL & GAS

Business analyst, payroll manager, marketing specialist, administration supervisor, human resourcesofficer, financial analyst, senior marketing analyst, logistics coordinator / expert, procurement officer,secretary / office assistants / office clerks / front desk clerks, account / finance officer, sales......

Administrative and technical department
RAINSTEAL OIL & GAS

Business analyst, payroll manager, marketing specialist, administration supervisor, human resourcesofficer, financial analyst, senior marketing analyst, logistics coordinator / expert, procurement officer,secretary / office assistants / office clerks / front desk clerks, account / finance officer, sales......

Admnistrative and technical department
RAINSTEAL OIL & GAS

Business analyst, payroll manager, marketing specialist, administration supervisor, human resourcesofficer, financial analyst, senior marketing analyst, logistics coordinator / expert, procurement officer,secretary / office assistants / office clerks / front desk clerks, account / finance officer, sales......

Administrative and Technical Assistant
The Geodes Oil and Gas Plc

Business analyst, payroll manager, marketing specialist, administration supervisor, human resources officer, financial analyst, senior marketing analyst, logistics coordinator / expert, procurement officer, secretary / office assistants / office clerks / front desk clerks, account / finance officer,......

Chat Sales Representative
CS

Are you persuasive, dependable, and passionate about guiding people toward the right purchase decisions? we’re seeking a chat-based sales advisor to join our expanding team and drive sales through real-time, engaging conversations... provide clear, friendly, and professional responses to build rapport......