Manage an existing portfolio of assets for a family, spread across Europe and South America.
Act as the primary point of contact, maintaining communication and anticipating client needs.
Build and strengthen long-term relationships by understanding financial goals and providing tailored solutions.
Support families in managing complex holding structures and family governance.
Offer holistic and practical advice for sophisticated HNWI / UHNWI clients.
Develop and enhance investment services to achieve high levels of client satisfaction.
Serve as a trusted advisor, ensuring transparency and clarity in financial matters.
Apply expertise in wealth creation, management, and transfer solutions.
Extensive experience as a Relationship Manager / Account Manager of an own HNWI / UHNWI client portfolio in a Family Office, Bank, EAM, etc.
Skilled in identifying client needs, providing tailored financial advice, and offering updates on market developments and portfolios.
Proven ability to build and maintain strong, trust-based relationships with clients.
Strong organizational skills, attention to detail, and commitment to risk and compliance standards.
Adaptable, proactive, and pragmatic problem-solver with a client-first mindset.
Excellent communication and interpersonal skills, able to connect with a diverse clientele.
Fluent in English and French; proficiency in Spanish and/or German is a plus.
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