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92,000+ live jobsSenior Wealth Advisor in Madrid
On-site in Madrid·Added yesterday (last checked 27 Oct)
Our summary
- Work mode
- On-site, Madrid
- Spanish
- Native level
- Experience
- 4+ years
- Education
- University degree
Visa options
The ad doesn’t mention sponsorship
Not a refusal, but not a yes. Worth asking in your first message.
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
- Higher university education (Degree or Licentiate in Finance, Business Administration, Economics, or a similar discipline).
- Provide between 4 and 10 years of experience in similar roles within private banking, asset managers, EAFs, or wealth advisory entities.
- Solid foundation of technical knowledge in investment products, funds, savings insurance, pension plans, and wealth planning.
- Up-to-date official financial certifications.
- We will highly value previous experience in acquisition, having your own client portfolio, an autonomous profile, and high professional ambition.
- Native level of Spanish, and a professional level of English will be positively valued.
- Key competencies: strong client orientation, commercial focus (hunter), negotiation skills, impeccable professional ethics, and ability to work in a team.
The role
We are looking for a highly motivated Senior Wealth Advisor with a clear results orientation to join our client's team in Madrid, Spain's largest non-banking asset manager. In this role, you will be responsible for developing and consolidating a high-net-worth client portfolio, offering excellent financial and wealth advisory services. You will have the support of the Product Department, strategic financing agreements, and a first-class infrastructure. This is a unique opportunity to be part of an organization in full expansion, recognized for its excellence and awarded as the best manager nationwide, where you can develop a solid, long-term career.
What you'll do
- Proactively develop and manage a private banking client portfolio, focusing on new asset acquisition (hunter profile).
- Provide comprehensive advisory to high-net-worth clients, designing financial and investment solutions tailored to their life goals and risk profile.
- Negotiate and close agreements, coordinating closely with the product department and commercial management.
- Execute after-sales functions and continuous follow-up to ensure maximum client loyalty and satisfaction.
- Participate in wealth planning using a wide range of financial instruments, including investment funds, savings insurance, and pension plans.
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
Our client is a leading entity and the largest private equity asset manager in Spain, with over 18 billion euros under management. Backed by a solid business group, the company has experienced constant growth since 2017, consolidating itself as an undisputed benchmark in the financial sector. It stands out for offering an exceptional work environment, recently awarded as one of the best places to work, reflected in low turnover and a strong commitment to the well-being of its professionals. Likewise, it boasts a wide and competitive range of financial products and one of the most comprehensive social benefits packages on the market.
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€35k - €45k
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€56k - €94k
Blue Card threshold🇬🇧