The English-language job board for Spain

Wealth Management Advisor Pamplona

On-site in Pamplona·Added 6 months ago (last checked 21 Oct)

Agency
Catenon

219 open roles

Our summary

Hours
Jornada intensiva on Fridays and in summer
Work mode
On-site, Pamplona
Contract
Permanent
Spanish
Fluent
Experience
4+ years

Visa options

  • The ad doesn’t mention sponsorship

    Not a refusal, but not a yes. Worth asking in your first message.

Find jobs with visa support

Skills

This job advert was originally written in Spanish.

The role

At Catenon, we are looking for a Senior Wealth Management Advisor to join a leading financial institution with a business model focused on personalized advisory and asset management.

The position is aimed at professionals with a commercial profile and experience in client acquisition, interested in developing business in the Navarra area and surrounding regions, with a focus on high-net-worth clients.

This is a strategic role with high impact on business generation, within an environment that offers stability, brand backing, and real growth potential.

What you'll do

-Active prospecting and acquisition of new high-net-worth clients.
-Management of an assigned client portfolio.
-Comprehensive financial advisory tailored to client needs.
-Identification of investment opportunities and proposal of personalized solutions.
-Long-term client relationship management and loyalty building.
-Coordination with internal teams to deliver high value-added service.
-Tracking of commercial and asset acquisition targets.

Requirements:

-Between 4 and 10 years of experience in private banking, financial advisory, or wealth management.
-Strong knowledge of investment products and financial markets.
-Required regulatory certifications in force (MiFID II).
-Strong commercial orientation and experience in client acquisition.
-Ability to build trust-based relationships with clients.
-Autonomy and an entrepreneurial mindset.
-Results-oriented profile and business development drive.

Conditions:
-Permanent contract.
-Flexible working model.
-Office hours with intensive working day on Fridays and during summer.
-Commercial support and access to internal tools for client acquisition.
-Long-term professional development plan.
-Competitive social benefits.

About Catenon

Catenon is a global executive search and international recruitment firm that combines technology, data, and human insight to identify the best professionals worldwide. With 23 offices across the planet and operations in more than 100 countries, the company specializes in board search, executive search, middle management recruitment, international recruitment, salary benchmarking, and talent projects for industries including construction, engineering, energy, IT, life sciences, and professional services.

Headquartered in Madrid, Spain, Catenon operates as a Spanish multinational with a strong presence in the local market, offering roles such as Jefe de Obra, Director General, and Sales Manager across Spain. The company's work culture emphasizes global mobility, with opportunities for expatriation (e.g., COO in Mexico) and multilingual roles (e.g., French Desk in Madrid), making it attractive for international professionals seeking cross-border careers in recruitment and talent management.

Industry
Recruitment

In their own words

About the company & team

Consolidated financial institution specialized in asset management and wealth advisory, backed by a highly solid group. Its model combines client proximity, product innovation, and a corporate culture oriented toward sustainable growth.

All open roles at Catenon
WhatsApp
See all 219 jobs