Jobs at Skybound Wealth Management

Secure and monitor the Group's Microsoft 365 and Azure environments; manage identity and email security; investigate and respond to incidents; perform vulnerability assessments and remediation tracking; support regulatory compliance (DORA, Reg-SP), security policies, audits, and awareness programmes across international offices.

Self-employed Private Wealth Adviser responsible for building and growing a client book, converting prospects, and delivering holistic financial advice across investments, pensions, protection, tax and estate planning. Retain and deepen client relationships, advise internationally mobile clients, and work autonomously while leveraging central compliance, operations and technology support to drive client acquisition and recurring revenue.

Provide holistic financial advice to international and expatriate clients, build and manage a personal client book through referrals and outreach, retain and deepen relationships, and deliver planning across investments, pensions, protection, tax and estate planning using centralised compliance and Plume technology.

Provide holistic financial planning and investment advice to clients, integrating US and cross-border assets. Manage portfolios (401(k), IRAs, HSAs, 529s), develop tailored investment strategies, coordinate with tax and estate advisors, ensure SEC and international regulatory compliance, perform market research, and cultivate long-term client relationships.

Generate and grow a private client book within the international/expatriate market. Provide holistic advice across investments, pensions, protection, tax and estate planning. Convert prospects to long-term relationships, retain and deepen client relationships, and adapt plans to changing goals and markets. Work autonomously supported by central compliance, operations and proprietary Plume technology.

Administer and operate the Group's Microsoft 365 tenant and related services (Exchange Online, Entra ID, Teams, SharePoint, OneDrive). Perform identity and access management, PowerShell automation, endpoint management (Intune), email security integrations (Mimecast), onboarding/offboarding, documentation, audits, and vendor coordination. Troubleshoot tenant-level issues, support security controls, maintain IT registers, and lead operational process improvements and Microsoft 365 projects across international offices.

Build and manage professional introducer relationships across the Algarve to generate qualified introductions for a Private Wealth Partner. Represent the firm locally, attend events, coordinate meetings and follow-up, maintain CRM and pipeline, support event delivery, and ensure disciplined opportunity management and high-quality partner experience.

Acquire and grow an international expatriate client book through proactive outreach and referrals. Provide holistic financial advice across investments, pensions, protection, tax and estate planning, and manage ongoing client relationships to drive retention and recurring revenue.

Trainee business development role focused on identifying and engaging high-net-worth expatriate clients, generating and qualifying leads via phone, email and LinkedIn, booking meetings for advisers, building relationships, and progressing toward industry qualifications to become a Private Wealth Adviser.