Independent Portfolio Manager / Relationship Manager

About the role

We are partnering with a fast‑growing investment platform to recruit an Independent Portfolio Manager / Relationship Manager. The role is designed for an entrepreneurial senior professional who brings an existing book of high‑net‑worth clients and seeks a flexible, performance‑driven environment with full ownership of client relationships.

Key responsibilities

• Manage and grow a portfolio of high‑net‑worth and ultra‑high‑net‑worth clients, acting as their trusted investment advisor.
• Deliver bespoke, high‑conviction investment solutions and wealth‑structuring advice.
• Leverage your network to generate new business opportunities and increase assets under management.
• Provide ongoing portfolio monitoring, performance reporting, and proactive client communication.
• Ensure all activities comply with regulatory standards and internal risk frameworks.

Required profile

• Proven track record in private banking, wealth management or asset management.
• Transferable book of clients / assets under management.
• Strong relationship‑building and business‑development capabilities.
• Deep understanding of financial markets and investment products.
• Entrepreneurial mindset with the ability to work independently.
• Fluent English; additional languages are a plus.

Required skills

What we offer

• True entrepreneurial setup with high autonomy and remote work flexibility.
• Open‑architecture platform providing access to a wide range of investment solutions.
• Robust operational, regulatory and infrastructure support.
• Transparent, performance‑driven remuneration model aligned with revenue generation.