Relationship manager (Wealth Manager)Relationship manager (Private Banker)

Wealth Manager | Multi-Family Office

For one of our clients, an independent wealth management firm, we are looking for an experienced Senior Relationship Manager to join its operations in Belgium.

Our client combines the personalised approach of a boutique wealth management firm with the resources and ambitions of an expanding international group.

In a context of continued growth and the gradual transfer of established client portfolios, this opportunity is aimed at experienced professionals looking to develop their careers in an environment where high-quality advice, close client relationships and long-term trust are central.

Two collaboration models are available: an employed Relationship Manager, primarily focused on managing and retaining an existing portfolio, or an independent authorised agent, offering a more entrepreneurial and commercially driven approach.

Your Environment

You will join a wealth management firm with an international presence and recognised expertise in advising high-net-worth families, entrepreneurs and private clients.

Its offering covers several complementary areas:

Discretionary portfolio management
Investment advice and asset allocation
Wealth planning and wealth structuring
Multi-Family Office services
Estate planning and wealth transfer
Life insurance and wealth protection solutions

According to the information provided, the organisation serves approximately 1,200 clients, with a strong focus on personalised wealth management and a prudent approach to risk.

As part of its development, the firm also benefits from the support of a European wealth management group, while seeking to preserve a culture built around close client relationships and discretion.

Role

As a Senior Relationship Manager, you will become the trusted point of contact for a high-net-worth clientele, including private individuals, families and entrepreneurs.

Your mission will be to build and maintain long-term wealth management relationships, providing advice and support tailored to each client's financial and personal objectives.

Depending on your experience and chosen collaboration model, you may take over an existing portfolio, contribute to its development or gradually build your own client base.

You will work closely with Portfolio Managers and wealth planning specialists to provide a comprehensive approach that goes beyond investment management alone.

Your Responsibilities

Client Relationship Management

Manage and develop a portfolio of high-net-worth private clients, families and entrepreneurs.
Build lasting relationships based on trust, discretion and a personalised, long-term approach.
Understand each client's financial objectives, wealth management needs and personal plans.
Provide regular and proactive follow-up, ensuring a consistently high standard of service.
Act as the client's trusted point of contact and coordinate the expertise required to address their broader wealth management needs.

Investment Advice & Wealth Management

Support clients with their investment decisions and asset allocation strategies.
Work closely with Portfolio Managers to ensure that proposed solutions align with clients' objectives and risk profiles.
Identify needs relating to wealth structuring, estate planning and wealth transfer.
Collaborate with internal specialists to develop tailored solutions for complex wealth situations.
Maintain a high standard of quality and personalisation in the advice provided.

Portfolio Development & Networking

Take over and progressively develop an existing client portfolio, depending on available opportunities.
Strengthen existing client relationships and identify opportunities to expand the scope of collaboration.
Develop your professional network among entrepreneurs, high-net-worth families and professional referral partners.
Contribute to sustainable business growth in line with your chosen collaboration model.
For independent professionals, develop an entrepreneurial activity and progressively build your own client base.

Profile

You have solid experience in Private Banking, Wealth Management, wealth advisory or a comparable environment.
You have experience advising high-net-worth clients, including private individuals, families and entrepreneurs.
You possess a sound understanding of financial markets, investments and wealth management.
You are able to build relationships based on trust and maintain them over the long term.
You are recognised for your discretion, integrity, reliability and strong client-service mindset.
You value autonomy and initiative while working effectively with specialists.
You are client-focused and prioritise high-quality advice over a purely transactional approach.
You have a relevant professional network or are motivated to develop your own client base over time.
You are interested in one of the two available collaboration models: an employed position focused on portfolio management or an independent arrangement with an entrepreneurial dimension.

Offer

The opportunity to join an independent wealth management firm supported by an expanding European group.
A professional environment combining close client relationships, wealth management expertise and an international dimension.
The possibility of taking over an existing client portfolio as part of a gradual transfer, depending on available opportunities.
A role that allows you to build and maintain lasting relationships with high-net-worth clients.
Close collaboration with Portfolio Managers and wealth management specialists.
A comprehensive approach covering investments, wealth structuring, estate planning and wealth transfer.
The opportunity to develop your expertise, professional network and activities over the long term.

A Competitive Compensation Package

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

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