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Private client adviser – portugal

Póvoa de Varzim
International Financial Advisor Jobs
Anunciada dia 14 abril
Descrição

Company Overview Our client is a well‐established boutique global wealth‐management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they are building a next‐generation platform business.With offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, they are licensed and regulated across multiple jurisdictions. They provide innovative, flexible, and transparent cross‐border solutions, including absolute return, multi‐asset, and institutional funds with both offshore and UCITS 5 fund structures.They hold licences in the UK, EU, UAE (SCA) and in 2024, Australia.The Candidate They Seek They are seeking highly skilled Level 4 qualified advisers with:Ambition and drive for successPassion for serving clients across bordersMinimum Level 4 UK qualification (Level 3 considered if based in the UAE)At least £10 m clean AUM (not tied in contracted regular savings products)Proven track record of building a client bankCandidates from the UK, Europe, or UAE are welcome. Flexibility is key, as the role is not tied to a specific office. Advisers with existing UK or UAE client bases can transition seamlessly while maintaining international client relationships.What They OfferServe clients across all officesDeliver full private wealth services: advice, portfolio management, tax planning, property finance, and protectionCentralised support: licensing, compliance, product, processes, and lead generationCollaborative environment encouraging challenge and innovationOpportunity to build your own advice practice within regulatory frameworkUniform advice proposition across all officesStrong pedigree in asset management at retail and institutional levelsSupport for advisers planning to leave the business, including liquidity to acquire booksPrivate medical insurance regardless of office locationEncouragement of remote working and personal developmentRetirement and savings plans for financial securityPrograms that may lead to chartered status in fund management, compliance, investment operations, or wealth managementPlease note: Applicants should have at least three (3) years' client‐facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII or equivalent). This is a performance‐driven, client‐facing role focused on relationship development and growth.#J-18808-Ljbffr

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