private banker

For one of our clients, an independent Wealth Management and Family Office firm, we are looking for an experienced Wealth Manager.

Operating within an international financial group, the firm combines the agility and proximity of an entrepreneurial organization with access to a broad investment ecosystem and an open-architecture approach.

This opportunity is particularly suited to a Wealth Manager or Private Banker who has developed a strong network within the HNWI/UHNWI segment and is looking for greater autonomy, visibility, and influence than is typically possible within a large private bank.

This is not a role where you will inherit an established client portfolio.

We are looking for someone who wants to build and develop their own franchise, create long-term relationships with clients, and play an active role in the growth of the business.

As a Senior Wealth Manager / Private Banker, you will be responsible for developing and managing relationships with high-net-worth individuals, entrepreneurs, families, and other sophisticated private clients.

Business development will be a central part of your role.

You will leverage your existing network, develop new relationships, and gradually build a significant portfolio of assets under management.

At 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.

Your responsibilities will include:

• Developing a portfolio of HNWI and UHNWI clients from scratch.
• Identifying and approaching prospective clients within your network.
• Building trusted, long-term relationships with entrepreneurs, families, and private investors.
• Generating significant Net New Assets (NNA).
• Understanding each client's financial objectives, investment preferences, liquidity requirements, and risk profile.
• Advising clients across a broad range of investment solutions.
• Coordinating with investment specialists, management, custodian banks, and external partners.
• Retaining and developing client relationships over the long term.
• Contributing actively to the firm's commercial development.
• Participating in internal discussions around investment solutions and the broader development of the business.
• Representing the firm within your professional network and relevant business communities.

A Genuine Business Development Role

This position requires a strong hunter mentality combined with the ability to build lasting client relationships.

You 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.

The ambition for the role is to develop approximately €50 million in Net New Assets over a two-year period.

We 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.

As part of the recruitment process, you will be invited to present a 24-month business plan outlining your target client segments, network, acquisition strategy, potential asset development, and commercial priorities.

An Open-Architecture Investment Environment

The firm operates according to an open-architecture Wealth Management model, working with a broad network of leading custodian and partner banks.

This provides Wealth Managers with access to an extensive investment universe rather than limiting them to the proprietary solutions of a single banking institution.

Depending on client objectives and profiles, investment solutions may include:

• Equities
• Fixed income
• External and proprietary funds
• Hedge funds and alternative strategies
• Credit solutions
• Lombard lending
• ESG and thematic investments
• Quantitative investment strategies

The broader group has also developed expertise in quantitative investment management, including proprietary models incorporating advanced data-driven and AI-supported approaches.

Portfolios are structured around a disciplined investment framework while retaining sufficient flexibility to reflect individual client requirements.

The degree of delegation can also vary depending on how actively each client wishes to remain involved in the management of their assets.

We are looking for an experienced Wealth Manager, Private Banker, Relationship Manag