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Senior Relationship Manager

Trabajo disponible en: 04810, Madrid, Andalucia, España
Empresa: Executive Partners Ltd
Tiempo completo posición
Publicado en 2026-01-10
Especializaciones laborales:
  • Finanzas
    Gestión de Patrimonios, Consultor financiero
Rango Salarial o Referencia de la Industria: 30000 - 50000 EUR Anual EUR 30000.00 50000.00 YEAR
Descripción del trabajo

Overview

  • Executive Partners is partnering with a leading global private bank to recruit a Senior Relationship Manager for the Spain region, based in Madrid, Spain. 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 Spanish private clients from Madrid, acting as primary trusted advisor.
  • Deliver holistic advice across investments, discretionary/advisory mandates, credit solutions, FX and planning coordination.
  • Partner with product and investment teams to deliver tailored solutions within a controlled risk framework.
Key Responsibilities
  • Drive sustainable NNM through targeted coverage, introducer networks and client referrals.
  • Increase mandate penetration and deepen wallet share through disciplined advisory delivery and structured credit-led solutions where appropriate.
  • Maintain robust onboarding, suitability discipline and ongoing due diligence; ensure audit-ready documentation standards.
Qualifications
  • 7–10+ years’ private banking experience with Spanish HNW/UHNW clients and demonstrated acquisition capability.
  • Strong network across Spain; proven ability to convert prospects and retain relationships.
  • Spanish and English required;
    French desirable.
  • Strong product knowledge 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).

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Requisitos del puesto
10+ años Experiencia laboral
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