Gestor Patrimonial – Desarrollo Comercial
HI Partners is currently recruiting an ambitious, entrepreneurial, and results-driven individual for a globally recognised investment firm expanding its private client base in Spain.
This is an exceptional opportunity for a motivated professional who dreams of financial freedom, thrives on autonomy, and excels at building relationships with high-net-worth individuals - with a sole focus on bringing new clients into a top-tier investment structure, and being fully rewarded for every success.
Fluency in Spanish and English is required.
The Role
In this entrepreneurial role, your focus will be on identifying and converting qualified high-net-worth individuals into new clients for a globally recognised investment firm. You'll operate remotely from Spain with full flexibility, managing your own schedule and acquisition strategy.
All leads are warm and pre-qualified - no cold calling or prospecting is required. Your time is fully dedicated to cultivating meaningful conversations, building trust, and converting interest into long-term relationships. Sales execution is your priority - all investment advice, portfolio management, and post-sale servicing are handled internally by dedicated teams.
This opportunity is perfect for a self-starter who wants to break free from traditional sales constraints and work toward personal financial independence in a structure that rewards every win.
Key Responsibilities
* Manage the full acquisition cycle for high-net-worth prospects, focusing solely on bringing new clients to the firm
* Conduct high-level conversations and face-to-face meetings to assess client needs and position the firm's value proposition
* Focus on private clients with significant liquid investable assets
* Build strong and professional rapport with prospective clients using a consultative and ethical approach
* Consistently meet and exceed conversion goals while maintaining a high standard of service and professionalism
* Collaborate with internal portfolio management and client service teams to ensure a seamless transition from initial interest to onboarding
* Operate independently as a tied agent / independent professional, managing your own activity rhythm, performance tracking, and follow-ups
* Participate in ongoing training and knowledge sessions to enhance your understanding of the firm's investment philosophy, offering, and positioning
* Uphold the highest standards of confidentiality, ethics, and regulatory alignment
Your Profile
* You have 5+ years of experience in sales, business development, or client acquisition within financial services, private banking, investment advisory, insurance, or a related sector
* You have a proven track record of successfully acquiring high-net-worth private clients
* You have strong experience engaging with stock market investors or investment-oriented clients
* You are registered, or eligible to operate, as an independent professional in accordance with applicable Spanish regulatory requirements
* You are skilled at engaging with high-net-worth individuals and building trust-based relationships that lead to results
* You're a goal-oriented self-starter who thrives on independence, structure, and accountability
* You're motivated by performance - the idea of building a business within a business excites you
* You have strong communication skills and can tailor your approach to connect with different client profiles
* You are fluent in Spanish and English, both written and spoken
* You are based in Spain and legally authorised to work as an independent professional
All personal information shared during the application process will be handled with strict confidentiality in accordance with applicable data protection laws.