Partnerships Associate

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.

About the role As our presence across Europe continues to grow, we are looking for a Partnerships Associate to work directly alongside Ryan Donaldson, Private Wealth Partner, with an initial focus on the Algarve.

Your main responsibility will be to build and maintain strong relationships with accountants, lawyers, estate agents, mortgage brokers, relocation specialists, business owners, clubs and other professional introducers across the Algarve.

You will represent Ryan and Skybound Wealth in the local market, create opportunities for professional collaboration and make sure every introduction is handled properly. This is an active sales role where you will be held responsible for building and developing a pipeline of opportunities, with regular check-in points and statistical analysis carried out on each stage of the process.

You will also provide practical support behind the scenes. That means keeping opportunities organised, preparing for meetings and events, coordinating follow-up and making sure good introductions do not go cold.

You will open doors, build trust and help move relationships forward. Ryan will remain responsible for providing financial advice.

What you will be responsible for Building professional partnerships You will identify and develop relationships with:

Accountancy and tax firms

Law firms and legal professionals

Estate agencies and property professionals

Mortgage brokers and lenders

Relocation and residency specialists

Business and professional networks

Golf clubs, sports clubs and expatriate communities

Other organisations serving affluent international clients

The aim is not just to collect business cards. It is to build a smaller number of meaningful, productive relationships that generate value for both parties over the long term.

You will agree clear next steps with potential partners, maintain regular contact and make sure relationships continue to move forward after the first meeting.

Generating quality introductions You will help create a consistent flow of relevant introductions to Ryan.

This may include introductions generated through professional partners, local events, seminars, community relationships and existing networks.

You may also contact warm prospects who have been introduced to Skybound Wealth or who have attended an event.

Success will be measured by the quality of the opportunities created, not simply the amount of activity recorded.

Representing Skybound locally You will become a visible and credible representative of Ryan and Skybound within the Algarve.

This will include attending networking events, visiting professional firms, participating in local business communities and developing opportunities for joint events or educational sessions.

You must be comfortable introducing yourself, explaining what Skybound does and building rapport with experienced professionals and affluent international clients.

Supporting events and seminars You will work with Ryan and the wider Skybound team to organise professional and client events across the region.

This may include:

Identifying suitable event themes and audiences

Developing events with professional partners

Coordinating venues, invitations and registrations

Preparing presentation and meeting materials

Supporting Ryan during presentations and seminars

Following up properly with attendees after each event

Reviewing which events generated genuine opportunities

The objective is not to run events for appearance's sake. Each event should strengthen a relationship, educate the right audience or create a credible commercial opportunity.

Managing opportunities and follow-through Good relationships are easily wasted through poor follow-up. A major part of this role is making sure that does not happen.

You will:

Coordinate introductory meetings

Keep the opportunity pipeline and CRM records current

Prepare relevant information ahead of meetings

Track agreed actions and next steps

Coordinate follow-up communications

Support the preparation of presentations and partnership proposals

Ensure introductions are acknowledged and handled professionally

Help maintain a consistently strong experience for partners and prospective clients

What success will look like Within the first year, we would expect the successful person to have:

Built a credible network of professional relationships across the Algarve

Established a number of active and productive introducer partnerships