Relationship manager (Wealth Manager)

Wealth Manager/Private Banker - Family Office

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.


Role

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.

Profile

We are looking for an experienced Wealth Manager, Private Banker, Relationship Manager, or Family Officer with a demonstrable ability to originate and develop private wealth relationships.


Your exact level of seniority is less important than the strength of your network, commercial credibility, and ability to generate business.


You ideally bring:

  • Significant experience in Private Banking, Wealth Management, or Family Office services.
  • An established network of HNWI/UHNWI individuals, entrepreneurs, business owners, or wealthy families.
  • A proven track record of personally acquiring and developing clients.
  • Demonstrable experience generating Net New Assets.
  • Strong knowledge of investment products and wealth-management solutions.
  • The credibility to advise sophisticated private clients.
  • A strong understanding of relationship management and client retention.
  • The ability to develop business independently.
  • Professional fluency in French and English.
  • Dutch would be a valuable additional asset.


Most importantly, you should be able to demonstrate that your network is genuinely actionable and explain how you would convert relationships into new assets for the firm.


Your Personality

We are looking for someone with a distinctly entrepreneurial and commercial mindset.


You are not simply interested in managing an existing portfolio. You enjoy developing relationships, opening doors, winning mandates, and building something of your own.


You are:

  • Entrepreneurial and commercially driven.
  • Highly autonomous.
  • Credible and comfortable with sophisticated private clients.
  • Persistent without being overly aggressive.
  • Relationship-oriented and focused on building long-term trust.
  • Comfortable taking ownership of your commercial development.
  • Confident in expressing and defending your ideas.
  • Motivated by responsibility and measurable impact.
  • Comfortable operating in a smaller, less hierarchical organization.
  • Interested in contributing beyond the traditional boundaries of a Private Banker role.


You should also enjoy working in an environment where individual contribution matters more than hierarchy or title.

Offer

For someone currently working within a large private bank, this opportunity offers a fundamentally different environment.

Rather than being one Wealth Manager among many, you will have the opportunity to develop your own franchise within a smaller, entrepreneurial Wealth Management platform.


You will benefit from:

Greater autonomy. Greater visibility. Direct access to decision-makers. More responsibility. And a clearer connection between your contribution and the development of the firm.


You will work closely with senior professionals, participate directly in discussions, and have the opportunity to contribute ideas around both investment management and business development.


The organization deliberately encourages Wealth Managers to take ownership and have a voice.

For high-performing individuals, there is also potential to progress toward broader responsibilities within the organization and potentially participate in senior governance or committee structures over time.


What Makes the Platform Different?

The firm's positioning combines several characteristics that are difficult to find within a traditional private bank:


Independent Wealth Management

An investment approach that is not dependent on the product range of a single banking institution.


Open Architecture

Access to a broad ecosystem of custodian banks, investment managers, funds, and investment solutions.


Entrepreneurial Culture

A relatively lean organization where decisions can be made quickly and individual contributions are visible.


Direct Access to Senior Management

You will work closely with experienced decision-makers rather than operating through multiple layers of hierarchy.


Investment Breadth

Access to traditional, alternative, credit, ESG, and quantitative investment solutions.


Opportunity to Build

You are given the platform and investment infrastructure to develop your own client franchise while remaining part of a broader Wealth Management organization.


Compensation

€90,000 – €130,000 gross/year + full benefits + commercial commissions

Benefits
  • company_carCompany Car
  • meal_vouchersMeal Vouchers
  • company_phone_subscriptionCompany phone & subscription
  • net_expensesNet Expenses
  • fuel_cardFuel Card
  • internal_external_trainingsInternal & External trainings
  • group_insuranceGroup Insurance
  • health_insuranceHealth Insurance
  • end_of_year_bonusesEnd-of-year bonuses
  • commissionsCommissions
  • bonusBonus
  • remote_possibleRemote possible
  • team_building_incentivesTeam-building & incentives
  • flexible_working_hoursFlexible working hours
  • flexible_holidaysFlexible holidays
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