Senior Relationship Manager — Portugal Market

Overview

• Strengthen the bank’s Lusophone franchise via acquisition and retention of HNW/UHNW clients.
• Provide bespoke investment and planning solutions from a top Swiss platform.
• Leverage global reach for lending, FX and private markets opportunities.

Key Responsibilities

• Act as trusted advisor to Portuguese HNW/UHNW clients with bespoke solutions.
• Bring and actively grow a personal book; build multi-generational ties.
• Identify new opportunities via your network and qualified introducers.
• Work closely with investment specialists, PMs and wealth planners.
• Uphold the highest standards of compliance and cross-border rules.

Qualifications

• 7+ years managing Portuguese HNW/UHNW; proven AUM/NNM growth.
• Strong network and credibility within the Portuguese wealth ecosystem.
• Deep understanding of markets, products and planning solutions.
• Fluent in Portuguese & English (French a plus).

What We Offer

• Respected Swiss private bank with global reach.
• Competitive compensation with attractive incentive scheme.
• Full support from investment, advisory and product teams.
• Opportunity to further develop the Portuguese market.

Compensation

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