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Investment Advisor

Hybrid in Barcelona·Added 4 months ago (last checked 15 Oct)

Agency

Michael Page España

2421 open roles

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Our summary

Work mode: Hybrid, Barcelona
Contract: Permanent
Education: University degree

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Skills

Financial Services

This job advert was originally written in Spanish.

Pay & benefits

What you'll get

Competitive salary + bonus

Career plan

Good working environment

Downtown office

The role

We are looking for an Investment Advisor to join a financial firm in Barcelona. The main objective of the position is to manage and advise a portfolio of high-net-worth clients, offering personalized, high-quality solutions.

Provide personalized financial advice to clients
Manage and develop a portfolio of high-net-worth clients

What you'll do

Manage and develop a portfolio of high-net-worth clients.
Provide personalized, high-quality financial advice.
Identify investment opportunities tailored to client needs.
Build and maintain long-term trusting relationships with clients.
Collaborate with other departments to deliver comprehensive solutions.
Monitor and analyze investment performance to optimize results.
Ensure compliance with regulations and internal policies in the financial sector.
Prepare periodic reports for clients on the performance of their portfolios.

Who are we looking for (M/F/D)?

The selected candidate must meet the following requirements:

University degree in Economics, Business Administration and Management, or a related field.
Solid knowledge of financial products and investment management.
Ability to build and maintain relationships with high-net-worth clients.
Effective analytical and communication skills.
Motivation to work in the financial services sector and in a dynamic environment.
Proficiency in English and other additional languages will be positively valued.

Hiring process

2 steps2 interviews

CV registration
Consultant contact
With a specialist Michael Page consultant
If they see that your experience and motivations fit the values and needs of a hiring company, they will contact you to start the selection process: they will learn about your expectations, answer your questions and help you prepare for each stage of the process.
Company interview
With a client company
If your application progresses, we will help you prepare for the interview with useful information about the company, its culture and what it looks for in a profile like yours.
Final stage and negotiation · With a client company

The final stages are set by the client company: Michael Page acts as an intermediary, and the interview and decision rest with the hiring company.
Support continues after the contract is signed.
Michael Page cannot support every candidate; registering and keeping your profile up to date opens the door to future processes.

About Michael Page España

Michael Page is a global recruitment consultancy and part of PageGroup, one of the world's leading professional recruitment firms. The company specializes in placing mid-to-senior level professionals across a wide range of sectors, including technology, engineering, finance, sales, and human resources. With a strong presence in Spain, Michael Page operates offices in major cities and offers services such as executive search, temporary staffing, and outsourcing solutions.

Industry: Staffing

In their own words

About the company & team

A major independent firm specializing in financial advisory and wealth management, focused on providing personalized solutions to private clients, families, and institutional entities. The company stands out for its client-centric approach, conflict-free business model, and strong long-term culture based on transparency, rigor, and alignment with investor interests.

All open roles at Michael Page España