International Private Wealth Management Professional

Há 1 mês


Faro, Portugal Buscojobs Portugal Tempo inteiro

Our client is a reputable global wealth management boutique that forms part of a group of affiliate companies, each specializing in a specific sector. Combining expertise in asset management, technology, capital markets, commodities verticals, and infrastructure, they are developing a next-generation platform business.

The company has offices in key locations worldwide, including London, Dubai, Zurich, Malta, Ireland, and Hong Kong. They hold licenses and comply with regulations across multiple jurisdictions, providing innovative, flexible, and transparent cross-border solutions tailored to diverse investment needs. These solutions include absolute return, multi-asset, and institutional funds with both offshore and UCITS 5 fund structures.

With presence in the UK, EU, UAE (SCA), and Australia, our client seeks highly skilled Level 4 qualified advisers to join their dynamic team. The ideal candidate will possess adaptability, expertise, and a global perspective. Whether based in the UK, Europe, or UAE, the company welcomes candidates from diverse geographical backgrounds, offering flexibility in work arrangements.

The role offers a unique opportunity for experienced UK investment advisory professionals to serve clients across all offices, delivering private wealth services, including advice, portfolio management, tax planning, property finance, and protection. Through their centralized proposition, they provide a complete solution covering licensing, compliance, product, processes, and lead generation.

This position typically suits experienced UK investment advisory candidates who can cater to European expatriate clientele. As a client-facing sales-driven profession, successful candidates will be able to build and manage a strong client base. Please note that this is not suitable for accounting, auditing, or financial management professionals.



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