Senior Relationship Manager — Portugal Market

Executive Partners Ltd; Lisboa; Presencial; EUR 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

High-quality platform

Specialist coverage

Competitive compensation

Resumo da oferta

A leading global private bank is seeking a Senior Relationship Manager to be based in Lisbon, Portugal. The successful candidate will manage a portfolio of high-net-worth clients, providing tailored wealth solutions, and driving client acquisition. Candidates should have 7–10 years' experience in private banking with a strong network in Portugal. Exceptional communication skills in Portuguese and English are essential, and a solid understanding of investment strategies and lending solutions is required. Competitive compensation is offered, reflective of seniority and performance.

Qualificações

• 7–10+ years’ private banking experience with Portuguese HNW/UHNW clients.
• Demonstrated ability to build and maintain client relationships.
• Solid product fluency in multi-asset advisory and bespoke lending.

Responsabilidades

• Manage and grow a portfolio of high-net-worth clients.
• Deliver holistic advice across investment and credit solutions.
• Drive new client acquisition through targeted strategies.

Conhecimentos

Private banking experience

Client acquisition

Network across Portugal

Fluency in Portuguese and English

Descrição da oferta de emprego

Overview

• Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal region, based in Lisbon, Portugal. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
• Build and develop a portfolio of Portuguese private clients from Lisbon, acting as primary trusted advisor.
• Deliver holistic advice across investments, discretionary/advisory mandates, credit solutions, FX and planning coordination.
• Partner with investment specialists and product teams to deliver tailored outcomes within a controlled risk framework.

Key Responsibilities

• Drive sustainable NNM through targeted acquisition, client referrals and professional introducer channels.
• Increase mandate penetration and deepen wallet share through disciplined advisory delivery and solution-led coverage.
• Maintain robust onboarding, suitability discipline and ongoing due diligence; ensure audit‑ready documentation.

Qualifications

• 7–10+ years’ private banking experience with Portuguese HNW/UHNW clients and a demonstrated acquisition track record.
• Strong network across Portugal and key international corridors; proven ability to convert and retain relationships.
• Portuguese and English required; Spanish desirable.
• Solid product fluency across multi‑asset advisory/DPM, structured solutions and bespoke lending.

Regulatory & Compliance

• Operate within applicable local frameworks and internal governance standards; documentation quality is critical.
• Maintain high standards of KYC/AML, source of wealth/source of funds, suitability and lifecycle monitoring.

What We Offer

• High‑quality platform with specialist coverage and strong product depth.
• Competitive compensation aligned to sustainable growth and execution quality.

Compensation

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).