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PortugalConfidentialPosted Jan 8, 2026

Senior Relationship Manager — Portugal Market

Lisbon, PortugalDirector / Executive Director
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Executive Summary

Build and develop Portuguese HNW/UHNW relationships from Lisbon with disciplined advisory delivery and robust governance standards.

Lisbon, PortugalDirector / Executive DirectorResponse within 24hStrict confidentiality
Key Highlights
  • •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal region, based in Lisbon, Portugal. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • •Build and develop a portfolio of Portuguese private clients from Lisbon, acting as primary trusted advisor.
  • •Drive sustainable NNM through targeted acquisition, client referrals and professional introducer channels.
  • •Increase mandate penetration and deepen wallet share through disciplined advisory delivery and solution-led coverage.

Overview

What you will own and drive

  • •Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal region, based in Lisbon, Portugal. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • •Build and develop a portfolio of Portuguese private clients from Lisbon, acting as primary trusted advisor.
  • •Deliver holistic advice across investments, discretionary/advisory mandates, credit solutions, FX and planning coordination.
  • •Partner with investment specialists and product teams to deliver tailored outcomes within a controlled risk framework.

Key Responsibilities

Core objectives and execution priorities

  • •Drive sustainable NNM through targeted acquisition, client referrals and professional introducer channels.
  • •Increase mandate penetration and deepen wallet share through disciplined advisory delivery and solution-led coverage.
  • •Maintain robust onboarding, suitability discipline and ongoing due diligence; ensure audit-ready documentation.

Qualifications

What we typically see in successful profiles

  • •7–10+ years’ private banking experience with Portuguese HNW/UHNW clients and a demonstrated acquisition track record.
  • •Strong network across Portugal and key international corridors; proven ability to convert and retain relationships.
  • •Portuguese and English required; Spanish desirable.
  • •Solid product fluency across multi-asset advisory/DPM, structured solutions and bespoke lending.

What We Offer

Platform, support and upside

  • •High-quality platform with specialist coverage and strong product depth.
  • •Competitive compensation aligned to sustainable growth and execution quality.

Regulatory & Compliance

Cross-border and governance expectations

  • •Operate within applicable local frameworks and internal governance standards; documentation quality is critical.
  • •Maintain high standards of KYC/AML, source of wealth/source of funds, suitability and lifecycle monitoring.

Full Description

Complete mandate outline (confidential)

Overview

  • Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Portugal region, based in Lisbon, Portugal. This strategic role will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary trust and international expertise.
  • Build and develop a portfolio of Portuguese private clients from Lisbon, acting as primary trusted advisor.
  • Deliver holistic advice across investments, discretionary/advisory mandates, credit solutions, FX and planning coordination.
  • Partner with investment specialists and product teams to deliver tailored outcomes within a controlled risk framework.

Key Responsibilities

  • Drive sustainable NNM through targeted acquisition, client referrals and professional introducer channels.
  • Increase mandate penetration and deepen wallet share through disciplined advisory delivery and solution-led coverage.
  • Maintain robust onboarding, suitability discipline and ongoing due diligence; ensure audit-ready documentation.

Qualifications

  • 7–10+ years’ private banking experience with Portuguese HNW/UHNW clients and a demonstrated acquisition track record.
  • Strong network across Portugal and key international corridors; proven ability to convert and retain relationships.
  • Portuguese and English required; Spanish desirable.
  • Solid product fluency across multi-asset advisory/DPM, structured solutions and bespoke lending.

Regulatory & Compliance

  • Operate within applicable local frameworks and internal governance standards; documentation quality is critical.
  • Maintain high standards of KYC/AML, source of wealth/source of funds, suitability and lifecycle monitoring.

What We Offer

  • High-quality platform with specialist coverage and strong product depth.
  • Competitive compensation aligned to sustainable growth and execution quality.

Compensation

Compensation is highly competitive and structured according to seniority, experience, and the business plan presented (AUM, NNM, and the client portfolio).

We share confidential mandates directly with qualified bankers.

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