Senior Relationship Manager / Investment Consultant (Wealth Management)

Our client is a large, internationally recognised financial group with a strong presence across global markets and a diversified ecosystem of companies spanning brokerage, banking, and investment services. With a well-established brand and robust infrastructure, the group delivers advanced wealth management solutions to high-net-worth individuals worldwide.

This role sits at the core of the client’s wealth management division, offering access to premium products including global equities, pre-IPO deals, and structured solutions. As a Senior RM / Investment Consultant (Wealth Management), you will work with an existing base of qualified clients, focusing on long-term capital growth strategies and high-value relationship management within a trusted, institutional environment.

🔍 Responsibilities:

• Manage and develop a portfolio of high-net-worth clients within an established global platform;

• Conduct in-depth consultations to understand client financial goals, risk appetite, and investment horizons;

• Build tailored investment strategies leveraging international markets and advanced financial instruments;

• Drive sales of investment products including brokerage services, advisory, pre-IPO opportunities, and structured products;

• Lead clients through the full investment lifecycle — from initial engagement to execution and ongoing portfolio optimisation;

• Establish and maintain long-term, trust-based client relationships to maximise retention and lifetime value;

• Proactively identify market opportunities and translate them into actionable client recommendations;

• Collaborate with internal product, legal, and compliance teams across the group to deliver seamless solutions;

• Achieve and exceed ambitious revenue and performance targets within a high-performance environment.

🎓 Requirements:

• 3+ years of experience in wealth management, investment advisory, or financial product sales;

• Strong expertise in financial markets and investment instruments (equities, derivatives, structured products, IPOs);

• Proven success in managing and monetising client portfolios, ideally within a reputable financial institution;

• Experience working with high-net-worth or affluent clients is highly desirable;

• Advanced negotiation and closing skills, with a consultative, trust-driven sales approach;

• Strong business acumen and ability to operate in a fast-paced, performance-driven environment;

• High level of independence, ownership, and results orientation;

• Fluency in English written and spoken.

✨ The Employer Offers:

• Opportunity to represent a globally recognised financial group with a strong market reputation;

• Work with high-quality client base - no cold acquisition required;

• Uncapped earning potential with a competitive base salary and performance bonuses;

• Exposure to international markets and exclusive investment opportunities (including pre-IPO deals);

• Clear career growth within a large holding structure (Team Lead, Head roles, regional expansion);

• Flexible working model depending on location;

• Full support from a mature infrastructure including legal, banking, and product teams.

If you’re ready to operate at the highest level of wealth management within a global financial powerhouse — let’s talk!