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Partnerships Associate

Skyboundwealthmanagement
CompanySkyboundwealthmanagement
CategorySales
Location
Remote
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted28 Jul 2026
Last verified30 Jul 2026
SourceEmployer career page (teamtailor)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
About Us Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. About the role As our presence across Europe continues to grow, we are looking for a Partnerships Associate to work directly alongside Ryan Donaldson, Private Wealth Partner, with an initial focus on the Algarve. Your main responsibility will be to build and maintain strong relationships with accountants, lawyers, estate agents, mortgage brokers, relocation specialists, business owners, clubs and other professional introducers across the Algarve. You will represent Ryan and Skybound Wealth in the local market, create opportunities for professional collaboration and make sure every introduction is handled properly. This is an active sales role where you will be held responsible for building and developing a pipeline of opportunities, with regular check-in points and statistical analysis carried out on each stage of the process. You will also provide practical support behind the scenes. That means keeping opportunities organised, preparing for meetings and events, coordinating follow-up and making sure good introductions do not go cold. You will open doors, build trust and help move relationships forward. Ryan will remain responsible for providing financial advice. What you will be responsible for Building professional partnerships You will identify and develop relationships with: Accountancy and tax firms Law firms and legal professionals Estate agencies and property professionals Mortgage brokers and lenders Relocation and residency specialists Business and professional networks Golf clubs, sports clubs and expatriate communities Other organisations serving affluent international clients The aim is not just to collect business cards. It is to build a smaller number of meaningful, productive relationships that generate value for both parties over the long term. You will agree clear next steps with potential partners, maintain regular contact and make sure relationships continue to move forward after the first meeting. Generating quality introductions You will help create a consistent flow of relevant introductions to Ryan. This may include introductions generated through professional partners, local events, seminars, community relationships and existing networks. You may also contact warm prospects who have been introduced to Skybound Wealth or who have attended an event. Success will be measured by the quality of the opportunities created, not simply the amount of activity recorded. Representing Skybound locally You will become a visible and credible representative of Ryan and Skybound within the Algarve. This will include attending networking events, visiting professional firms, participating in local business communities and developing opportunities for joint events or educational sessions. You must be comfortable introducing yourself, explaining what Skybound does and building rapport with experienced professionals and affluent international clients. Supporting events and seminars You will work with Ryan and the wider Skybound team to organise professional and client events across the region. This may include: Identifying suitable event themes and audiences Developing events with professional partners Coordinating venues, invitations and registrations Preparing presentation and meeting materials Supporting Ryan during presentations and seminars Following up properly with attendees after each event Reviewing which events generated genuine opportunities The objective is not to run events for appearance’s sake. Each event should strengthen a relationship, educate the right audience o
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Partnerships Associate — Skyboundwealthmanagement · Job Opportunities API