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Private Wealth Manager / Financial Adviser - Expatriates

Prestige IFA Jobs · Brussels

New
Senior 🇬🇧 English
CISI CII

Job description

About the role

An international private wealth management firm specialising in advice for expatriates and globally mobile professionals is looking for an experienced Private Wealth Manager or Financial Adviser to join its Brussels office. The firm has offices across Europe and North America and offers investment management, retirement planning and cross-border financial structuring. The role focuses on expatriate professionals, senior executives and internationally mobile investors.

Key responsibilities

  • Provide holistic financial advice to expatriate and international clients based in Belgium
  • Develop personalised strategies covering investments, pensions and wealth structuring
  • Guide clients through Belgian and international tax considerations
  • Conduct portfolio reviews and long-term financial planning consultations
  • Build long-term relationships with clients and professional partners
  • Identify and develop new client opportunities within the expatriate community

Required profile

  • At least three years of client-facing experience in wealth management or life insurance advisory
  • Recognised investment qualifications such as CISI, CII level 4 or equivalent
  • Experience advising expatriate or international clients
  • Understanding of cross-border tax and pension planning
  • Strong relationship-building and business development skills

What we offer

  • A globally recognised expatriate wealth management firm with a growing client base
  • Expertise across investment, pension and tax planning under one roof
  • Support from tax professionals and international planning specialists
  • A focus on long-term client relationships and objective, client-aligned advice

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Published 18 hours ago

Expires 1 month from now

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