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91,000+ live jobsWealth Advisor
On-site in Madrid·Added 3 months ago (last checked 15 Oct)
Our summary
- Work mode
- On-site, Madrid
- Contract
- Permanent
- Experience
- 3+ years
- Education
- University degree
- Benefits
- Private health insurance, flexible pay plan
Visa options
The ad doesn’t mention sponsorship
Not a refusal, but not a yes. Worth asking in your first message.
Skills
This job advert was originally written in Spanish.
Pay & benefits
What you'll get
- Permanent employment contract.
- Competitive salary package.
- Professional career plan.
- Training plan.
- Health insurance.
- Flexible compensation.
The role
Independent firm, leader in financial advisory and investment management, seeks a Wealth Management Advisor with a minimum of approximately 3 years of experience.
- Independent firm, leader in financial advisory and investment management
- Seeks a Wealth Management Advisor
What you'll do
- Client advisory: preparation and presentation of a comprehensive future plan, including the client's life project planning, personal and asset provision plan, as well as succession planning.
- Technical advisory: support on specific technical matters such as taxation, financing for property purchases, Social Security, among others.
- Preparation of wealth studies: participation in the preparation of advisory studies for high-net-worth clients, where advanced technical knowledge is applied in the areas of wealth, taxation, and law.
Who are we looking for (M/F/D)?
- University degree in Business Administration, Economics, Law, or similar.
- 3-5 years of experience in Tax & Legal, Financial Services, or similar.
- Advanced knowledge of financial mathematics, Excel, and PowerPoint.
- Preparation for the Spanish Tax Inspection civil service exam will be positively valued.
Hiring process
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
Independent firm, leader in financial advisory and investment management.