Private Client Director

Private Client Director – Portugal/Spain

Company Description

Atlas Bridge Wealth is a boutique, fee-based cross-border financial planning and consultancy firm based in Portugal, supporting UK expatriates and internationally mobile families across Portugal and Spain.

We work predominantly with affluent and high-net-worth private clients whose financial affairs may span multiple jurisdictions.

Our model is deliberately collaborative. Atlas Bridge Wealth works with appropriately authorised and regulated entities in the UK and EU where regulated investment, insurance, pension or product implementation advice is required, while tax and legal advice is provided by suitably qualified specialist professionals.

Atlas Bridge Wealth is the trading style of Atlas Bridge Consultoria, Lda, a Portuguese private limited liability company.

Our approach is built around transparent fees, long-term client relationships, high-quality financial planning and UK-style private-client standards.

We do not build client relationships around high product commissions.We believe good financial planning begins with the client.

Role Description

The Private Client Director is a senior, self-employed appointment based primarily in Portugal, with a hybrid working model combining client-facing activity, office-based collaboration and flexibility to work remotely.

The successful individual will manage and develop relationships with UK expatriate and internationally mobile private clients, helping them navigate complex cross-border financial decisions while coordinating with regulated advice providers and specialist professional advisers where appropriate.

Day-to-day responsibilities will include meeting clients, understanding their objectives and circumstances, developing planning strategies, coordinating regulated advice and implementation through appropriately authorised entities, and maintaining strong oversight of the client relationship.

The role will involve close collaboration with UK and EU regulatory partners, tax advisers, lawyers, accountants and other professional specialists to help deliver joined-up cross-border outcomes.

The Private Client Director will also contribute to business development, professional networking and the continued growth of Atlas Bridge Wealth.

This is not intended to be a conventional international financial sales role.

We are looking for someone capable of operating at a genuinely senior private-client level.

Qualifications and Experience

The successful candidate will ideally have:

• A minimum UK Level 4 financial planning qualification, such as DipPFS, DipFA, CISI or equivalent, preferably UK Chartered Status.
• Significant experience in private-client financial planning, wealth management, private banking or advisory services.
• Strong experience working with affluent and high-net-worth clients.
• Experience working with UK expatriates or internationally mobile families.
• Strong knowledge of pensions, retirement planning, investments, insurance and broader wealth-planning considerations.
• A good understanding of UK and European cross-border financial-planning environments.
• Proven ability to build long-term trusted client relationships.
• The confidence and gravitas to work with wealthy families, senior executives, business owners and retired professionals.
• Experience collaborating with regulated advice providers, tax advisers, lawyers and other professional specialists.
• A strong professional and regulatory record.
• Excellent communication skills and the ability to explain complex financial matters clearly.
• High ethical standards, strong attention to detail and disciplined record-keeping.
• Fluency in English.

Experience in Portugal would be particularly valuable. Experience in Spain would also be welcomed.

An existing client book or established professional network would be attractive, but is not a prerequisite for the right individual.

Our Philosophy

Atlas Bridge Wealth is a fee-based private-client business.

That distinction is extremely important.

We are not looking for advisers whose principal motivation is product commission or finding the highest-paying investment structure.

We are looking for someone who believes in transparent fees, long-term planning and recommendations driven by the client’s circumstances and objectives.

For someone coming from a high-quality UK private-client environment, that philosophy should feel familiar.

Commercial Structure

This is a self-employed senior appointment and does not carry a salary or retainer.

For the right individual, Atlas Bridge Wealth will offer a highly competitive premium revenue-participation structure, designed to sit above typical market arrangements for experienced international advisers.

The precise commercial structure will reflect the individual’s experience, client relationships, ability to originate business and the level of support provided by Atlas Bridge Wealth.

Where Atlas Bridge Wealth generates client opportunities, an appropriate revenue-sharing arrangement will apply.

Where the adviser originates and develops their own client relationships, the commercial terms will reflect that contribution accordingly.

Our objective is not to maximise Atlas Bridge Wealth’s margin from the individual adviser.

Our objective is to attract an exceptional person, reward them appropriately and build a long-term relationship in which both the individual and the business can grow.

Longer-Term Opportunity

For the right person, this role has the potential to develop well beyond a traditional self-employed adviser position.

We are looking for someone who could become a senior figure within Atlas Bridge Wealth and play a meaningful role in shaping the future direction of the firm.

For an individual who demonstrates strong professional standards, commercial success, leadership and genuine alignment with our values, there may over time be an opportunity to participate in the equity and future growth of Atlas Bridge Wealth.

That opportunity is deliberately reserved for the right person.

Location and Right to Work

The role is primarily focused on Portugal, particularly the Algarve.

We welcome applications from candidates already based in Portugal, elsewhere in Europe, or experienced UK advisers seriously considering relocation to Portugal.

We are looking for someone who can start as soon as reasonably possible.

Candidates relocating from the UK or another non-EU jurisdiction will be responsible for obtaining and maintaining the appropriate visa, residency and right-to-work status.

Atlas Bridge Wealth does not provide visa sponsorship and does not cover immigration or relocation costs.

Any appointment will be subject to appropriate professional, regulatory, reference and background checks.

Confidential Applications

We are deliberately being selective.

We are looking for someone with experience, integrity, technical ability, commercial maturity and presence.

Someone who can sit comfortably across the table from a wealthy family, understand the complexity of their circumstances and represent Atlas Bridge Wealth at the highest professional level.

Candidates may apply through LinkedIn, contact Steve Thompson directly via LinkedIn, or email at info@atlasbridgewealth.com