Global Wealth Research Manager

Global Citizen Solutions Limited; Lisboa; On-site; EUR 60,000 - 100,000; Full time

Job summary

Global Citizen Solutions Limited seeks a Global Wealth Research & Insights Manager to translate economic, financial, geopolitical, and mobility data into practical insights for clients, banks, family offices, investors, governments, and the media.

This role is not purely academic; the candidate should demonstrate how research supports business decisions, strengthens market positioning, and creates commercial opportunities while building long-term authority for the company.

Qualifications

• Experience producing research for executives and financial institutions.
• Ability to transform data into actionable insights.
• Strong English writing and presentation skills.

Responsibilities

• Lead development of indexes, reports, and executive briefings.
• Identify topics related to wealth management and mobility.
• Transform data into clear, practical analysis for diverse audiences.

Skills

Research

Market intelligence

Wealth management

Private banking

Content creation

Executive communication

Education

Economics

Finance

Business

Job description

#ABOUTUS

We are an international boutique migration consultancy firm focused on mobility investment solutions and relocation options in several countries from Europe to North America.

Our multidisciplinary company is focused on personalized comprehensive services to our clients partnering with key players that might complement our offering in the same high-quality standards that we have as cornerstone of our DNA.

#ABOUTTHEROLE

The Global Wealth Research & Insights Manager will bring strong research capabilities and a commercially minded, financially focused approach. The role will transform economic, financial, geopolitical, and global mobility data into relevant insights for clients, banks, family offices, investors, governments, institutional partners, and the media.

This is not a purely academic position. The successful candidate should understand how research can support business decisions, strengthen market positioning, create commercial opportunities, and build long-term authority for the company.

#ABOUTTHEJOB

• Lead the development of Global Citizen Solutions’ indexes, reports, studies, and executive briefings.
• Identify relevant topics related to wealth management, global mobility, investment, taxation, geopolitics, residence, and citizenship.
• Transform complex data into clear, engaging, and practical analysis for different audiences
• Develop research themes, narratives, key messages, and report structures.
• Produce content for high-net-worth individuals, family offices, financial institutions, investors, governments, and institutional partners.
• Work with public and private sources, databases, market research, surveys, and external experts.
• Ensure the accuracy, consistency, and credibility of all data and sources.
• Develop and review methodologies for indexes, rankings, benchmarks, and comparative studies.
• Coordinate quantitative and qualitative research projects.
• Analyze economic, financial, political, and regulatory trends affecting globally mobile individuals and families.
• Produce executive briefings, presentations, articles, research notes, and leadership materials.
• Collaborate with Marketing, PR, Business Development, Government Advisory, and other internal teams.
• Identify opportunities to turn research into PR campaigns, events, partnerships, commercial conversations, and business development initiatives.
• Support company spokespersons with data, insights, talking points, and background materials for interviews, meetings, and presentations.
• Manage project timelines, external suppliers, consultants, research partners, and contributors.
• Monitor the performance and impact of published reports and recommend improvements for future editions.

#ABOUTTHEJOB

• Relevant experience in research, market intelligence, wealth management, private banking, family offices, investment, consulting, or financial services.
• Proven experience producing research, reports, studies, or insight-driven content for executives, investors, financial institutions, or HNWI/UHNWI audiences.
• Strong understanding of global wealth, international investment, economic risk, taxation, mobility, succession planning, and related topics.
• Strong analytical and research skills, with the ability to work with quantitative and qualitative data, methodologies, benchmarks, rankings, indicators, and databases.
• Excellent English writing, editing, and presentation skills, with the ability to turn complex topics into clear, accurate, and commercially relevant content.
• Comfortable working with senior executives, subject‑matter experts, clients, institutional partners, and other stakeholders.
• Strong organizational skills, independence, ownership, and the ability to manage multiple projects simultaneously.
• Degree in Economics, Finance, Business, International Relations, Political Science, Statistics, or a related field. A postgraduate qualification or relevant professional certification is a plus.

#ABOUTYOU

• Curious, analytical, commercially aware, and focused on practical outcomes.
• Able to identify what matters, challenge assumptions, and transform complex information into meaningful insights.
• Detail‑oriented and discreet when handling data, sources, and sensitive information.
• Confident communicator who works effectively across different teams and professional backgrounds.
• Genuine interest in economics, financial markets, geopolitics, global wealth, and investor behaviour.

#PreferredQualifications

• Experience in private banking, asset management, family office advisory, or financial consulting.
• Experience with international organizations, global projects, HNWI/UHNWI audiences, or cross‑border matters.
• Knowledge of residence and citizenship by investment.
• Experience with proprietary indexes, rankings, benchmarks, surveys, expert interviews, or market research.
• Background in thought leadership, media relations, content distribution, or institutional positioning within financial or investment‑related organizations.