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91,000+ live jobsSenior Wealth Advisor in Madrid
Hybrid in Madrid·Added 5 months ago (last checked 23 Oct)
Our summary
- Hours
- Jornada intensiva on Fridays and in summer
- Work mode
- Hybrid, Madrid
- Contract
- Permanent
- Experience
- 4+ years
Visa options
The ad doesn’t mention sponsorship
Not a refusal, but not a yes. Worth asking in your first message.
Skills
Catenon is hiring for this role in several places. This vacancy is in Madrid.
This job advert was originally written in Spanish.
Requirements
What we're looking for
Position requirements
-4 to 10 years of experience in private banking, asset management, EAFs (financial advisory firms) or wealth advisory.
-Solid knowledge of financial products, markets and wealth planning.
-Valid financial certifications (MiFID II or equivalent).
-Clearly acquisition-oriented profile (hunter).
-Ability to build a portfolio from scratch or based on own contacts.
-Strong client focus and relationship-building skills.
-Autonomy, ambition and results orientation.
-Professional ethics and a focus on long-term relationships.
Conditions:
-Permanent contract.
-Hybrid working model (1 day of remote work per week).
-Office hours with a continuous working day on Fridays and during the summer.
-Access to internal tools and database for business development.
-Career plan within a growing organization.
-Competitive social benefits package within the sector.
The role
At Catenon we are looking to bring on a Senior Wealth Advisor for a well-known entity in the financial sector, with a solid position in asset management and strong growth in recent years.
The position is aimed at profiles with a clear commercial vocation and a focus on client acquisition, who want to develop their career in private banking, building their own portfolio of high-net-worth clients.
This is an opportunity to join a stable organization, with a wide range of investment solutions and an environment that fosters long-term development, both professionally and commercially.
What you'll do
-Development and acquisition of a new portfolio of high-net-worth clients (HNWIs).
-Personalized financial advice based on the client's objectives and risk profile.
-Building long-term trust-based relationships with clients.
-Identifying investment opportunities and proposing tailored solutions.
-Negotiating and closing wealth management agreements.
-Coordinating with specialized internal teams to provide a comprehensive service.
-Ongoing client follow-up and long-term relationship management.
-Meeting asset-under-management acquisition targets.
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
Leading entity in asset management within a top-tier insurance group, with a solid track record and sustained growth. It stands out for its stability, its long-term-oriented culture and for offering a wide range of financial solutions tailored to high-net-worth clients.
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€80k - €100k
Blue Card threshold
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€129k - €187k
Blue Card threshold🇬🇧€56k - €94k
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