Independent Wealth Manager

About the role

This senior, entrepreneurial opportunity is designed for an experienced wealth manager with a transferable book of high‑net‑worth clients. You will operate on a flexible, performance‑driven platform that provides robust infrastructure, open architecture, and full ownership of client relationships.

Key responsibilities

• Manage and develop a portfolio of high‑net‑worth and ultra‑high‑net‑worth clients.
• Maintain and grow existing client base (transferable AUM).
• Deliver tailored, high‑conviction investment solutions.
• Leverage your network to generate new business opportunities.
• Provide ongoing portfolio monitoring and proactive client 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 / assets under management.
• Strong relationship‑management and business‑development capabilities.
• Solid understanding of financial markets and investment solutions.
• Entrepreneurial mindset comfortable working independently.
• Motivated by performance‑based revenue models.
• Fluent in English (additional languages a plus).

Required skills

What we offer

• True entrepreneurial setup with high autonomy.
• Fully remote, flexible working environment.
• Platform model allowing you to work with dedicated portfolio managers or implement your own investment approach.
• Open architecture with access to a wide range of investment solutions.
• Strong operational, regulatory, and infrastructure support.
• Transparent, performance‑driven remuneration model.