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Private Wealth Adviser – Europe (International Clients)

Skybound Wealth Management · Nicosia

🇬🇧 English

Job description

About the role

Skybound Wealth Management is seeking a Private Wealth Adviser to join its European office. The adviser will focus on acquiring and managing high‑net‑worth international and expatriate clients, delivering comprehensive financial advice across multiple jurisdictions.

Key responsibilities

  • Build and grow a client book through referrals, networking, events and proactive outreach.
  • Convert prospects into long‑term advisory relationships and retain existing clients.
  • Provide holistic advice on investments, pensions, protection, tax and estate planning for internationally mobile clients.
  • Review and adapt client plans in response to changing goals, circumstances and market conditions.

Required profile

  • Level 4 qualification in financial advice or equivalent.
  • Previous experience as a practising financial adviser with a proven track record of building and managing a client book.
  • Commercial mindset with a strong focus on growth and client acquisition.
  • Excellent relationship‑building and communication skills.
  • Ability to work autonomously while leveraging central compliance, operations and paraplanning support.
  • High standards of professionalism, organisation and follow‑through.

Required skills

    What we offer

    • Access to a fully licensed, multi‑jurisdictional platform and proprietary Plume technology.
    • Centralised compliance, operations and paraplanning support.
    • Performance‑led remuneration rewarding client acquisition, retention and revenue growth.

    Questions fréquentes

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    Source : ats:teamtailor

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    Published 1 month ago

    Expires 3 weeks from now

    16 views · 0 interested

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    Skybound Wealth Management

    Nicosia