Client Relationship Manager – Wealth Management

Overview

This is a great opportunity to join an international, multi-wealth-management firm with offices across Europe as a trusted client relationship manager/business development lead. The Client Relationship Manager is responsible for acquiring, developing, and retaining high-net-worth clients, ensuring a high standard of client service, proper onboarding, and effective interaction between clients and the Company’s investment platform.

Responsibilities

• Client relationship management.
• Build and develop long-term relationships with HNW / UHNW clients.
• Develop a deep understanding of clients’ financial objectives, capital structure, and risk appetite.
• Maintain regular and structured communication throughout the full client lifecycle.
• Ensure trust, transparency, and consistently high service standards.
• Perform initial screening of prospective clients from a reputational and KYC risk perspective.
• Coordinate the onboarding process together with Compliance and Risk.
• Ensure full adherence to internal procedures and regulatory requirements (Cyprus, EU MiFID II).
• Maintain accurate and up-to-date client documentation and CRM records.
• Communicate client objectives and investment requests to the investment team.
• Explain approved investment strategies and decisions prepared by the investment function.
• Collect and relay structured client feedback to the investment team.
• Manage client expectations with respect to risks, time horizons, and potential outcomes.
• Ensure accuracy and consistency of all client communications and documentation.
• Handle client requests, questions, and escalations in a professional manner.
• Maintain high ethical standards and uniform service principles.
• Contribute to the development of client service standards and practices.
• Maintain professional relationships with custodian banks, partner banks, and product providers.
• Interact with internal and, where applicable, outsourced Compliance and Risk functions.
• Support brand development through professional client engagement.

Key Skills & Qualifications

• Minimum 5 years of experience in wealth management, private banking, or asset management.
• Proven track record working with HNW/UHNW clients.
• University degree in finance, economics, or business.
• Professional certifications (CFA, CAIA, or equivalent) are an advantage.
• Strong understanding of wealth management and client advisory principles.
• Hands-on experience in a regulated EU/MiFID II environment.
• Ability to build trusted relationships with sophisticated clients.
• Capability to manage complex client communications.
• Strong collaboration skills with investment and control functions.
• High ethical standards and strong self-discipline.
• Calm and resilient approach when working with capital and pressure.
• Mature judgment and sense of responsibility.
• Long-term orientation toward client relationships.
• English fluent. Russian and/or German are a strong advantage. Greek is a bonus.

Benefits

• Well-established international Wealth Management firm with impressive and exciting investment projects and tailored services.
• Base salary + Competitive Commission structure (negotiable).
• Flexible working conditions – hybrid options available.
• Top team of professionals.