Relationship manager (Wealth Manager)

Relationship Manager | Wealth Management & Multi-Family Office

For one of our clients, we are looking for an experienced RM who can build and maintain long-term relationships of trust with a demanding clientele.

Our client stands out for its personalised approach to wealth management, combining financial expertise, investment advice and comprehensive client support. Its objective is to provide tailored solutions that reflect each client's individual wealth situation, with a strong focus on personal relationships, discretion and a long-term vision.


You will join a specialised, entrepreneurial organisation with a close-knit structure, where expertise and the quality of client relationships are at the heart of its approach.


Role

As a Relationship Manager, you will be responsible for managing and developing a portfolio of high-net-worth private clients. Acting as their trusted point of contact, you will build lasting relationships based on an in-depth understanding of their financial and wealth management objectives.


Your primary focus will be on retaining and strengthening existing client relationships while providing personalised, long-term support. Depending on your profile and professional network, you will also have the opportunity to contribute to business development by identifying new opportunities and attracting new clients.


We are open to candidates who primarily focus on managing and retaining an existing portfolio (farmer profiles), as well as professionals who combine this expertise with a more commercially driven approach and the acquisition of new clients (hunter profiles).


Key Responsibilities

Client Relationship Management

  • Manage and further develop a portfolio of high-net-worth individuals and families with significant assets
  • Build lasting relationships of trust through a personalised, discreet and proactive approach
  • Gain an in-depth understanding of each client's financial objectives, needs and wealth planning goals
  • Ensure regular follow-up and deliver a consistently high-quality client experience


Investment Advice & Wealth Management

  • Support clients in their investment decisions and wealth management needs
  • Identify solutions tailored to their individual profiles, objectives and financial situations
  • Collaborate with internal specialists to provide comprehensive and consistent client support
  • Monitor financial market developments and identify relevant opportunities for clients


Portfolio Development & Networking

  • Strengthen existing client relationships and identify opportunities to deepen collaboration
  • Develop your professional network and maintain relationships with potential referral partners
  • Attract new clients through your network, expertise and professional relationships
  • Contribute to the sustainable growth of the portfolio while maintaining the organisation's personalised approach

Profile


  • You have solid experience in Private Banking, Wealth Management, wealth advisory or a comparable environment
  • You are fluent in Dutch at native or equivalent proficiency level; a good command of French and English is also sought
  • You have experience working with high-net-worth clients and understand the importance of discretion, trust and availability
  • You have a good understanding of financial investments and wealth management
  • You are recognised for your reliability, integrity, client focus and ability to build long-term relationships
  • You are comfortable working autonomously while valuing collaboration and the sharing of expertise
  • You are capable of taking over and developing an existing client portfolio; experience in acquiring new clients is also an asset


Experience within Private Banking or Wealth Management, for example at ING, BNP Paribas or another established financial institution, would be an advantage.


The possibility of transferring part of your existing client portfolio or associated assets under management may be considered and will be assessed on a case-by-case basis.

Offer

  • A position with significant responsibility within a specialised wealth management organisation
  • The opportunity to advise and support high-net-worth clients through a personalised, long-term approach
  • An entrepreneurial environment offering autonomy, close client relationships and collaboration with specialists
  • The opportunity to expand your professional network and contribute directly to the organisation's growth
  • A professional setting where expertise, discretion and high-quality advice are highly valued


A Particularly Attractive Compensation Package

You can expect a competitive compensation package tailored to your experience, expertise and the responsibilities of the role. The specific terms will be discussed in line with your profile and the value you can bring to the organisation.

Voordelen
  • company_carBedrijfswagen
  • fuel_cardTankkaart
  • meal_vouchersMaaltijdcheques
  • net_expensesOnkostenvergoeding
  • internal_external_trainingsInterne & externe trainings
  • group_insuranceGroepsverzekering
  • health_insuranceHospitalisatieverzekering
  • bonusBonus
  • team_building_incentivesTeam-building & incentives
  • flexible_holidaysFlexibele vakantiedagen
  • flexible_working_hoursGlijdende uren
  • remote_possibleTelewerken
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