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).

Senior Relationship Manager — Portugal Market

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