Wealth Manager – Spain
Location
Las Lagunas de Mijas, Andalucía
Job Type
full-time
Category
Financial Specialists
Posted
June 15, 2026
Job Description
Qualifications
Key Responsibilities
- Provide expert financial advice aligned with each client’s financial goals and objectives
- Conduct in-depth financial assessments and develop tailored financial plans
- Advise on investment strategies, retirement planning, estate planning, and tax optimisation
- Generate new business through networking, referrals, and marketing initiatives
- Build and maintain strong, long-term client relationships
- Stay informed on industry developments, regulatory changes, and best practices
Qualifications
- Proven experience as an Independent Financial Advisor or in a client-facing financial services sales role
- Strong knowledge of financial planning principles, investment products, and regulatory frameworks
- Relevant certifications such as CII levelk 4, CFP, CFA, or equivalent are advantageous
Skills & Attributes