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 services for British expatriates living in France, Spain, Portugal, Malta, and Cyprus. With 22 offices across 9 regions and plans for 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 / Tasks
* Work 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 laws.
* Provide tailored investment advice based on risk tolerance and goals.
* Conduct regular financial reviews and updates.
* Provide performance reports and status updates.
* Advise 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 demeanor.
* Well-presented and articulate with excellent networking abilities.
* Willingness to work with the retired British demographic.
Qualifications
* 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.
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