Overview
Private Client Consultancy is expanding its cross-border wealth presence and is looking for an experienced adviser to help drive growth in Portugal.
This is not a passive role managing an existing client bank. It is an entrepreneurial expansion opportunity for someone who wants to combine wealth advice, business development, local market building and long-term leadership potential.
For the right person, the opportunity is to become one of the key figures behind PCC’s Portuguese growth: building client relationships, creating trusted introducer routes, developing market visibility and laying the foundations for future adviser recruitment.
Why This Role Is Different
Many advisers eventually reach a point where they want more than a conventional adviser role. They want more influence, more control over their market, and more upside from the value they help create.
This role is for someone who wants to build, not simply advise. Portugal is not being treated as a side project or a vague future idea. PCC wants a commercially minded adviser who can take ownership, create momentum and help turn the Portuguese market into a serious long-term growth area.
You will not be starting from nothing. PCC has an established cross-border wealth proposition, internal support, technical and compliance guidance, and experience working with internationally mobile clients. But the Portuguese market needs someone with the drive and credibility to make it happen on the ground.
Who This Will Appeal To
This role will suit an experienced wealth adviser, financial adviser or financial planner who has already proved they can build relationships and win trust, but now wants a bigger commercial opportunity.
You may already have client relationships in Portugal, relationships with expatriate communities, professional introducers or contacts who could open doors. You may also be someone who has worked in advice for years and feels ready to help build a market rather than simply operate inside one.
This will appeal to someone who is entrepreneurial, resilient, commercially focused and motivated by building long-term value rather than receiving a fixed monthly salary.
What You Will Build
The early focus will be personal production and Portuguese market development. That means building a client pipeline, identifying the right client segments, developing introducer relationships, creating visibility and converting opportunities into long-term advisory relationships.
Longer term, the role has the potential to develop into a market leadership position, with involvement in recruiting advisers, supporting new team members and helping shape how PCC grows in Portugal.
The aim is not simply to add another adviser in another country. The aim is to build a credible Portuguese presence around high-quality cross-border wealth advice.
Commercial Opportunity
This is a self-employed, commission-based opportunity. There is no fixed salary or guaranteed income. Earnings are linked to personal production, client acquisition, business written and the growth of the Portuguese market.
For a commercially active adviser, the first year should be focused on creating momentum: building a pipeline, writing personal business, developing referral routes and proving the market opportunity. During the recruitment process, we will discuss realistic first-year expectations, commission structure, activity levels and typical timelines openly.
In addition to standard adviser remuneration on personal production, the role may include market establishment bonuses, team growth incentives and a long-term regional participation structure, subject to agreement.
Indicative Growth Incentives
The final structure will be agreed through the recruitment process, but the role is designed to reward genuine market growth, not just personal production. Indicative milestones may include:
- A one-off market establishment payment once Portugal reaches an agreed AUM milestone within a defined 24 – 36 month period.
- A growth bonus once the first recruited adviser reaches productive level.
- A leadership bonus once Portugal reaches a productive adviser team and agreed combined AUM level.
- Potential long-term regional participation linked to sustained growth and team performance.
Example milestone structure: €15,000 when Portugal reaches €15m AUM within an agreed 24 – 36 month period; €5,000 when the first recruited adviser reaches productive level; and €10,000 when Portugal reaches 3 productive advisers and €25m-€30m+ combined AUM. Final terms to be agreed during the recruitment process.
What PCC Provides
PCC provides the platform, proposition and support of an established international cross-border wealth business. You will have access to internal guidance, technical and compliance support, training input and a wider business infrastructure built around expatriate and internationally mobile clients.
You will also have room to influence how Portugal develops: which client segments to prioritise, which professional relationships matter, what adviser profile fits the market and what activity is needed to build momentum.
What Success Looks Like
In the first stage, success means creating activity and market proof: building a visible pipeline, developing introducer relationships, securing client meetings and writing personal business.
Over time, success means helping Portugal become a commercially credible PCC region, with a growing client base, trusted local relationships and the potential for adviser recruitment and team development.
Who We Need
We are looking for someone credible, ambitious and commercially sharp. This role needs someone who can open doors, follow up properly, explain the PCC proposition clearly and build trust with internationally minded clients.
The right person will be proactive, disciplined and comfortable taking responsibility for their own results. They will understand that early-stage market growth is not about waiting for leads; it is about creating opportunity.
Requirements
- Previous experience as a wealth adviser, financial adviser or financial planner.
- Strong business development and relationship-building ability.
- A track record of building trust with clients and converting opportunities into long-term relationships.
- Existing Portugal, expatriate, client or professional introducer relationships would be advantageous.
- Comfortable operating within a self-employed, commission-based structure.
- Must hold the legal right to work within Portugal or the EU and be able to operate within the relevant regulatory framework.
This Role Is Not For Everyone
This is not a role for someone looking for a guaranteed salary, a ready-made client bank or a passive finance position. It is not for someone who wants the title without the responsibility of building activity.
It is for someone who wants to build a market, develop client relationships, create long-term value and be rewarded for the growth they help generate.
Final Positioning
If you are an experienced adviser who believes Portugal has a serious cross-border wealth opportunity, and you want to help build that market with the backing of an established international platform, this could be the right conversation.
PCC is ready to grow in Portugal. We are looking for the adviser who wants to
Source ⇲
