JOB DESCRIPTION

• Develop and manage long-term relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Portugal.
• Provide personalized wealth management, investment, and financial planning solutions tailored to client needs.
• Acquire new clients through networking, referrals, and proactive business development.
• Advise clients on a range of financial products including equities, fixed income, funds, structured products, and alternative investments.
• Collaborate with investment advisors, portfolio managers, and product specialists to deliver holistic client solutions.
• Monitor and assess client portfolios, ensuring alignment with financial objectives and risk profiles.
• Ensure compliance with Portuguese and EU financial regulations, KYC, and AML requirements.
• Lead the onboarding process for new clients, managing documentation and risk evaluation.
• Prepare and present portfolio reviews, investment updates, and market insights.
• Contribute to the growth strategy of the Portugal Desk through client retention, cross-selling, and referrals.

YOUR PROFILE

• 10+ years of experience in private banking or wealth management, ideally serving Portuguese HNW/UHNW clients.
• Proven track record in developing and managing long-term client relationships.
• Strong understanding of the Portuguese market, client needs, and investment landscape.
• In-depth knowledge of investment products: equities, bonds, funds, structured products, and alternatives.
• Solid grasp of financial planning, portfolio construction, and asset allocation principles.
• Familiarity with local and EU banking regulations, cross-border compliance, and KYC/AML standards.
• Bachelor’s or Master’s degree in finance, economics, business, or a related field; professional certifications (CFA, CAIA, or equivalent) are a plus.
• Excellent interpersonal, communication, and negotiation skills.
• Native Portuguese speaker with fluency in English; Spanish or another language is an advantage.
• Entrepreneurial mindset with a results-driven, client-focused approach and strong teamwork skills.

BENEFITS

- A dynamic, international, and client-focused working environment

- Competitive compensation package with performance-based incentives

- Access to robust platform capabilities and a wide range of products and services

- Opportunity to grow and make a significant impact in a strategic market.