Senior Wealth Advisor in Madrid

At Caten we are looking to hire a Senior Wealth Advisor for a well-known financial sector entity with a solid position in asset management and strong growth in recent years.

The position is aimed at professionals with a clear commercial focus and a client acquisition mindset, who want to develop their career in private banking by building their own portfolio of high-net-worth clients.

This is an opportunity to join a stable organization offering a wide range of investment solutions and an environment that fosters long-term professional and commercial development.

-Development and acquisition of a new portfolio of high-net-worth clients (HNWIs).
-Personalized financial advisory services 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 monitoring and long-term relationship management.
-Meeting asset under management acquisition targets.

-4 to 10 years of experience in private banking, asset management, EAFs, or wealth advisory.
-Solid knowledge of financial products, markets, and wealth planning.
-Valid financial certifications (MiFID II or equivalent).
-Clearly hunter-oriented profile focused on client acquisition.
-Ability to build a portfolio from scratch or leverage existing contacts.
-Strong client focus and excellent interpersonal skills.
-Autonomy, ambition, and results orientation.
-Professional ethics and a long-term relationship approach.

Conditions:
-Permanent contract.
-Hybrid work model (1 day of remote work per week).
-Office hours with reduced schedule on Fridays and during summer.
-Access to internal tools and databases for business development.
-Career path within a growing organization.
-Competitive social benefits package within the sector.