Financial Advisor (Regional Spanish markets) Financial Advisor (Regional Spanish markets) …

Redstone Private Banking Search
in Barcelona, Catalunya, Spain
Permanent, Full time
Be the first to apply
Competitive
Redstone Private Banking Search
in Barcelona, Catalunya, Spain
Permanent, Full time
Be the first to apply
Competitive
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Posted by:
Posted by:
Senior Consultant
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Redstone Private Banking Search are currently working with a Global Investment Manager who are looking to grow their team in Spain by onboarding a number of Financial Advisor’s.

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.

Key Responsibilities / Tasks

  • The sole purpose of the role is portfolio development in the Spanish markets targeting HNWI’s with a minimum of 350,000 EUR to invest.
  • Offering a personal service to each prospect client that is looking to invest into various products.
  • High volume of new business development using various consultative selling techniques; cold calling, warm calling and face to face meetings.
  • Regular travel to meet with all new prospect clients, working towards monthly and yearly targets related to new client acquisition
  • Representing the client as a full time exclusive tied agent

Key Qualifications / Experience

  • 5+ years’ experience in a similar role as a financial advisor or wealth manager covering the domestic Spanish market
  • Prior track record of client development and asset acquisition
  • Located in Barcelona, Madrid or Malaga
  • Fluent in Spanish and an understanding of English
  • Role reports into Managing Director, Spain
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