Skybound Wealth Management

Private Wealth Adviser - Spain

Skybound Wealth Management  •  Kingdom of Spain (Onsite)  •  1 month ago
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Job Description

About Us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.

We are looking for an experienced Private Wealth Adviser to join our new Mijas Office near Malaga, with a clear focus on building and growing a client base within the international and expatriate market.

This role is suited to advisers who enjoy client acquisition and long-term relationship management. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth.

Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.

Key Responsibilities

Building and Growing a Client Base

  • Develop and grow your own client book through referrals, professional networks, events and proactive outreach

  • Convert prospects into long-term advisory relationships

  • Retain and deepen client relationships over time through high-quality advice and service

  • Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships

Client Advice and Ongoing Planning

  • Deliver holistic financial advice across investments, pensions, protection, tax and estate planning

  • Advise internationally mobile clients with assets, income or family across multiple jurisdictions

  • Review and adapt client plans in line with changing goals, circumstances and market conditions

What We’re Looking For

Experience and Qualifications

  • Level 4 qualification in financial advice or equivalent

  • Previous experience as a practising financial adviser

  • Proven experience building and managing a client book

Skills and Attributes

  • Commercial mindset with a clear focus on growth and client acquisition

  • Strong relationship-building and communication skills

  • Confidence advising internationally mobile and high-earning clients

  • Ability to work autonomously while leveraging central support teams

  • High standards of professionalism, organisation and follow-through

Desirable

  • Experience advising expatriate or international clients

  • Additional licences or willingness to obtain further regulatory permissions

  • Multilingual capability

Why Skybound Wealth Management

Built for International Advice
We are licensed globally and support advisers with advising clients across multiple jurisdictions

Plume Technology
Plume technology designed to reduce administrative burden and maximise adviser time with clients

Freedom with Support
Build your own book while benefiting from centralised compliance, operations and paraplanning

Performance-Led Reward
Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

Skybound Wealth Management

About Skybound Wealth Management

At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.

Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle.

We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures.

Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future.

We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Global, AE
Year Founded
2001
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