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Experienced Wealth Manager / Independent Financial Advisor / Advisory Teams [ES FR CH DE PL]
  • Warsaw
Experienced Wealth Manager / Independent Financial Advisor / Advisory Teams [ES FR CH DE PL]
Warszawa, Warsaw, Masovian Voivodeship, Polska
Private Client Consultancy
13. 11. 2025
Informacje o stanowisku

Experienced Wealth Manager / Independent Financial Advisor / Advisory Teams

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Director of Network Development | Global Business Development Strategy | Builder of High-Performing Advisory Teams

Scale Your Practice. Expand Your Reach. Maximize Your Impact.

At PCC Wealth, we know that success starts with the right people — and the right platform.

We are a modern, European wealth firm that partners exclusively with experienced advisors to supercharge their businesses through cutting-edge technology, exclusive high-net-worth (HNW) marketing, and concierge-level operational support.

If you’re ready to take your career — and your clients — further than you ever thought possible, PCC Wealth is where you make it happen.

Why Advisors Choose PCC Wealth:

We give you everything you need to grow faster, serve better, and operate smarter — without sacrificing your independence.

Direct introductions through our exclusive international network.

AI-powered CRM, secure client portals, advanced analytics, and seamless reporting.

✅ Marketing That Delivers

Data-driven, targeted campaigns that convert affluent prospects into lifelong clients.

✅ White-Glove Operations

Compliance, onboarding, and administration handled so you can focus on clients.

✅ Global Brand, Local Presence

Prestige across Europe, with physical offices and support in Spain, Poland, Germany, France, and Switzerland.

What You’ll Do:

  • Accelerate Growth — Expand your book with warm introductions to HNW and UHNW clients.
  • Leverage Technology — Work smarter with AI-enabled CRM, paperless onboarding, and real-time portfolio reporting.
  • Operate with Freedom — Maintain full independence while tapping into centralized operations and compliance.
  • Collaborate Across Borders — Join a peer network of top-tier advisors in multiple European markets.

What We’re Looking For:

  • Proven Expertise — 5+ years as a financial advisor, wealth manager, private banker, or advisory team.
  • Established Book — €5M+ AUM (or equivalent) and deep client relationships.
  • HNW Experience — History of serving affluent or ultra-affluent clients.
  • Global Mindset — Fluency in English; additional European languages welcome.
  • Regulatory Ready — Eligible for practice in your market.

Why PCC Wealth Is Different:

  • Independence Without Isolation — Run your business your way, with institutional-grade support.
  • Marketing Muscle — Get high-quality leads, not just “brand exposure.”
  • Enterprise Technology — Tools usually reserved for the biggest firms, now in your hands.
  • International Credibility — A respected brand with a growing European footprint.
  • Unlimited Earnings — Competitive, performance-driven compensation with no caps.

Where You Can Join Us:

Hybrid or remote roles available in Spain, Poland, Germany, France, and Switzerland.

Your Next Step:

If you’re ready to elevate your business, delight your clients, and expand into vibrant European markets — let’s talk.

Apply today with your CV and a brief summary of your practice (current AUM, client focus, and market) to matthew.makowski@pccwealth.com . A senior PCC Wealth partner will connect with you directly to explore the fit.

PCC Wealth — The Future of Your Practice Starts Here.

Job Type: Full-time

Work Location: Remote

Job Type: Full-time

Work Location: Remote

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