Independent Wealth Manager – Flexible Entrepreneurial Role

About the role

This position is designed for a senior, entrepreneurial professional who brings a transferable book of high‑net‑worth clients and seeks to operate on a flexible, performance‑driven platform. You will benefit from a robust infrastructure, open‑architecture investment solutions, and full ownership of client relationships while working remotely.

Key responsibilities

• Manage and develop a portfolio of high‑net‑worth and ultra‑high‑net‑worth clients.
• Maintain and grow existing client relationships (transferable AUM).
• Deliver tailored, high‑conviction investment solutions.
• Leverage your network to generate new business opportunities.
• Provide ongoing portfolio monitoring and proactive advice.
• Ensure alignment between client objectives and investment strategies.
• Operate within a compliant, well‑structured regulatory framework.

Required profile

• Proven track record in private banking, wealth management, or asset management.
• Transferable book of clients / AUM.
• Strong relationship‑management and business‑development capabilities.
• Solid understanding of financial markets and investment solutions.
• Entrepreneurial mindset comfortable in an independent environment.
• Motivated by performance‑based revenue models.
• Autonomous, disciplined, and results‑driven.
• Fluent in English (additional languages a plus).

Required skills

What we offer

• True entrepreneurial setup with high autonomy.
• Fully remote work with flexible scheduling.
• Platform model allowing choice of investment approach.
• Open architecture with access to a wide range of solutions.
• Strong operational, regulatory, and infrastructure support.
• Transparent, performance‑driven remuneration model.