Wealth Manager
il y a 2 semaines
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.
We are thrilled to collaborate with a leading tax and wealth management group renowned for its exceptional tailored services for British expatriates living in France, Spain, Portugal, Malta, and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of Wealth Managers and Financial Advisors in Malta. A developed portfolio will also be given to get you started immediately.
**Key Responsibilities / Tasks**:
- Work with HNWI in Malta
- Develop and manage personalized financial plans.
- Advise on tax-efficient investment strategies.
- Ensure compliance with UK and local tax laws
- Provide tailored investment advice based on risk tolerance and goals.
- Conduct regular financial reviews and updates.
- Provide performance reports and status updates
- Advise on financial implications of residency options.
- Navigate the financial aspects of relocating and living abroad.
- Collaborate with local financial, tax, and legal experts.
- Facilitate introductions to trusted local service providers.
**Who We’re Looking For**:
- Wealth Managers or professionals seeking a career/environment change.
- Experienced individuals with a track record in FS sales or professional services.
- ** Key Attributes**:
- Self-starter with an entrepreneurial attitude.
- Demonstrates clear drive, ambition, self-motivation, and hard work.
- Professional, engaged, and enthusiastic demeanour.
- Well-presented and articulate with excellent networking abilities.
- Willingness to work with the retired British demographic.
**Qualifications**:
- CII Level 4 Qualified (diploma) or CISI Level 4 Qualified
- Proficient with the ability to advise HNWIs on tax-efficient investment structures.
**Skills and Competencies**:
- Strong networking skills to leverage marketing efforts and brand recognition.
- Ability to market showcase brand name to generate referrals.
- Honesty, integrity, and a solid reputation.
- Developed negotiation skills.
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