Jobs at Skybound Wealth Management

Supports a senior financial adviser by managing client administration, meeting materials, documentation, workflows, light paraplanning, research, correspondence, and report preparation. Liaises with clients, providers, and internal teams to progress cases, uses technology platforms to improve service, and maintains strict compliance standards across international entities.

Own the reliability, security, observability, release management, and cost optimization of production AI platforms and LLM services. Responsibilities include model gateway operations, provider integrations, routing, monitoring, evaluation pipelines, CI/CD, infrastructure-as-code, incident response, DevSecOps, threat modeling, and governance. The role partners with engineering, data, cybersecurity, product, finance, and executive teams to deliver resilient, measurable, and cost-controlled AI services.

Build and grow a client book among international and expatriate clients through referrals, networking, events, and proactive outreach. Convert prospects into long-term advisory relationships, provide holistic advice on investments, pensions, protection, tax, and estate planning, and maintain ongoing client relationships. The role requires advising internationally mobile and high-earning clients, managing cross-jurisdictional needs, generating recurring revenue, and working independently with centralized compliance, operations, and paraplanning support.

Owns delivery, governance, and development of the company’s investment proposition across a global wealth-management business. Responsibilities include adviser and client investment support, portfolio analysis and construction, investment-manager due diligence, Investment Committee leadership, adviser training, global dealing-team oversight, investment projects, portfolio migrations, and management reporting. The role requires strong investment knowledge, operational discipline, communication skills, and experience working with funds, model portfolios, discretionary managers, platforms, and bespoke investment solutions.

Supports international advisory and business development teams through prospect research, lead generation, client profiling, lead qualification, and appointment-setting support. Builds targeted prospect lists, maintains accurate CRM and Excel records, supports campaigns, monitors outreach performance, and reports on lead quality and conversion trends. Requires strong research, communication, data-management, Excel, organization, and follow-up skills while working across international time zones.

Supports paid acquisition campaigns across Google Ads, Meta, and LinkedIn by setting up campaigns, managing budgets and bids, coordinating creative assets, maintaining tracking standards, and preparing performance reports. Analyzes spend, leads, CPL, CTR, and appointment data, maintains dashboards, supports conversion tracking and testing, and flags performance issues. The role is designed for an early-career marketer developing platform expertise and campaign ownership.

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.

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.

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.