wealth manager

pFor one of our clients, an bindependent Wealth Management and Family Office firm, /bwe are looking for an experienced bWealth Manager. /b /pbrpOperating within an international financial group, the firm combines the bagility and proximity of an entrepreneurial organization /b with access to a broad investment ecosystem and an open-architecture approach. /ppbr/ppThis opportunity is particularly suited to a Wealth Manager or Private Banker who has developed a strong network within the bHNWI/UHNWI segment /b and is looking for greater autonomy, visibility, and influence than is typically possible within a large private bank. /ppbr/ppThis is not a role where you will inherit an established client portfolio. /ppWe are looking for someone who wants to bbuild and develop their own franchise /b, create long-term relationships with clients, and play an active role in the growth of the business. /pbrpAs a bSenior Wealth Manager / Private Banker /b, you will be responsible for developing and managing relationships with high-net-worth individuals, entrepreneurs, families, and other sophisticated private clients. /ppBusiness development will be a central part of your role. /ppbr/ppYou will leverage your existing network, develop new relationships, and gradually build a significant portfolio of assets under management. /ppbr/ppAt the same time, you will work closely with experienced investment professionals and senior management to provide clients with solutions adapted to their objectives, risk profile, and broader wealth-management needs. /ppbr/ppYour responsibilities will include: /pulliDeveloping a portfolio of bHNWI and UHNWI clients from scratch /b. /liliIdentifying and approaching prospective clients within your network. /liliBuilding trusted, long-term relationships with entrepreneurs, families, and private investors. /liliGenerating significant bNet New Assets (NNA) /b. /liliUnderstanding each client's financial objectives, investment preferences, liquidity requirements, and risk profile. /liliAdvising clients across a broad range of investment solutions. /liliCoordinating with investment specialists, management, custodian banks, and external partners. /liliRetaining and developing client relationships over the long term. /liliContributing actively to the firm's commercial development. /liliParticipating in internal discussions around investment solutions and the broader development of the business. /liliRepresenting the firm within your professional network and relevant business communities. /li /ulpbr/ppbA Genuine Business Development Role /b /ppThis position requires a strong bhunter mentality combined with the ability to build lasting client relationships /b. /ppYou will not receive an existing portfolio of clients. Your ability to originate business and convert your network into new client relationships will therefore be fundamental to your success. /ppbr/ppThe ambition for the role is to develop approximately b€50 million in Net New Assets over a two-year period /b. /ppWe are therefore looking for candidates who can demonstrate a credible track record in client acquisition and who can clearly articulate how they would develop their portfolio within a new organization. /ppbr/ppAs part of the recruitment process, you will be invited to present a b24-month business plan /b outlining your target client segments, network, acquisition strategy, potential asset development, and commercial priorities. /ppbr/ppbAn Open-Architecture Investment Environment /b /ppThe firm operates according to an bopen-architecture Wealth Management model /b, working with a broad network of leading custodian and partner banks. /ppThis provides Wealth Managers with access to an extensive investment universe rather than limiting them to the proprietary solutions of a single banking institution. /ppbr/ppDepending on client objectives and profiles, investment solutions may include: /pulliEquities /liliFixed income /liliExternal and proprietary funds /liliHedge funds and alternative strategies /liliCredit solutions /liliLombard lending /liliESG and thematic investments /liliQuantitative investment strategies /li /ulpbr/ppThe broader group has also developed expertise in bquantitative investment management /b, including proprietary models incorporating advanced data-driven and AI-supported approaches. /ppbr/ppPortfolios are structured around a disciplined investment framework while retaining sufficient flexibility to reflect individual client requirements. /ppThe degree of delegation can also vary depending on how actively each client wishes to remain involved in the management of their assets. /pbrpWe are looking for an experienced bWealth Manager, Private Banker, Relationship Manager, or Family Officer /b with a demonstrable ability to originate and develop private wealth relationships. /ppbr/ppYour exact level of seniority is less important than the strength of your network, commercial credibility, and ability to generate business. /p