Wealth Manager

Responsibilities

• Provide expert financial advice aligned with individual client 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

Requirements

• Minimum of 3 years of client-facing experience in wealth management or life insurance
• Strong knowledge of financial planning principles, investment products, and regulatory frameworks
• Professional certification such as CII Level 4, CFP, CFA, CISI, or equivalent
• Fluency in English is essential
• Excellent communication, interpersonal, and analytical skills

Preferred Qualifications

• Proficiency in additional languages such as Spanish, German, or French

About the Company

Prestige IFA jobs is an established advisory firm based in La Cala de Mijas, Costa del Sol. We specialise in delivering holistic financial advice to expatriates across the EU and Switzerland. Our team of experienced professionals prioritises client satisfaction, long-term relationships, and high-quality advisory standards in a collaborative and professional environment.