Wealth Manager

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are thrilled to collaborate with a leading tax and wealth management group renowned for its exceptional tailored services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of Wealth Managers and Financial Advisors in Malta. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks

  • Work with HNWI in Malta
  • Develop and manage personalized financial plans.
  • Advise on tax-efficient investment strategies.
  • Ensure compliance with UK and local tax laws
  • Provide tailored investment advice based on risk tolerance and goals.
  • Conduct regular financial reviews and updates.
  • Provide performance reports and status updates
  • Advise on financial implications of residency options.
  • Navigate the financial aspects of relocating and living abroad.
  • Collaborate with local financial, tax, and legal experts.
  • Facilitate introductions to trusted local service providers.

Who We’re Looking For:

  • Wealth Managers or professionals seeking a career/environment change.
  • Experienced individuals with a track record in FS sales or professional services.
  • Key Attributes:
  • Self-starter with an entrepreneurial attitude.
  • Demonstrates clear drive, ambition, self-motivation, and hard work.
  • Professional, engaged, and enthusiastic demeanour.
  • Well-presented and articulate with excellent networking abilities.
  • Willingness to work with the retired British demographic.

Qualifications:

  • CII Level 4 Qualified (diploma) or CISI Level 4 Qualified
  • Proficient with the ability to advise HNWIs on tax-efficient investment structures.

Skills and Competencies:

  • Strong networking skills to leverage marketing efforts and brand recognition.
  • Ability to market showcase brand name to generate referrals.
  • Honesty, integrity, and a solid reputation.
  • Developed negotiation skills.

If you match the job description and are keen on applying for this role; please send us a copy of your resume/cover letter to  or submit your application through the Vacancy Form.

Apply for this position

Allowed Type(s): .pdf, .doc, .docx
Scroll to Top