Senior Relationship Manager / Investment Consultant – Wealth Management

HeadHunters Hub

Senior Relationship Manager managing elite client portfolios within a global financial group's wealth management division. Focusing on investment strategies and long-term capital growth.

Posted 5/7/2026contractRemote • 🇱🇹 LithuaniaSenior💰 €2,500 - €7,000 per monthWebsite

About the role

Key responsibilities & impact

Manage and develop a portfolio of high-net-worth clients within an established global platform;
Conduct in-depth consultations to understand client financial goals, risk appetite, and investment horizons;
Build tailored investment strategies leveraging international markets and advanced financial instruments;
Drive sales of investment products including brokerage services, advisory, pre-IPO opportunities, and structured products;
Lead clients through the full investment lifecycle — from initial engagement to execution and ongoing portfolio optimisation;
Establish and maintain long-term, trust-based client relationships to maximise retention and lifetime value;
Proactively identify market opportunities and translate them into actionable client recommendations;
Collaborate with internal product, legal, and compliance teams across the group to deliver seamless solutions;
Achieve and exceed ambitious revenue and performance targets within a high-performance environment.

Requirements

What you’ll need

3+ years of experience in wealth management, investment advisory, or financial product sales
Strong expertise in financial markets and investment instruments (equities, derivatives, structured products, IPOs)
Proven success in managing and monetising client portfolios, ideally within a reputable financial institution
Experience working with high-net-worth or affluent clients is highly desirable
Advanced negotiation and closing skills, with a consultative, trust-driven sales approach
Strong business acumen and ability to operate in a fast-paced, performance-driven environment
High level of independence, ownership, and results orientation
Fluency in English written and spoken.

Benefits

Comp & perks

Opportunity to represent a globally recognised financial group with a strong market reputation
Work with high-quality client base - no cold acquisition required
Uncapped earning potential with a competitive base salary and performance bonuses
Exposure to international markets and exclusive investment opportunities (including pre-IPO deals)
Clear career growth within a large holding structure (Team Lead, Head roles, regional expansion)
Flexible working model depending on location
Full support from a mature infrastructure including legal, banking, and product teams.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

wealth managementinvestment advisoryfinancial product salesfinancial marketsinvestment instrumentsequitiesderivativesstructured productsIPOsportfolio optimisation

Soft Skills

negotiation skillsclosing skillsconsultative sales approachbusiness acumenindependenceownershipresults orientationtrust-based relationship buildingclient engagementperformance-driven mindset