Senior Relationship Manager / Investment Consultant – Wealth Management

This is a fully remote position, open to applicants in Lithuania.

📋 Description

• Oversee and cultivate a portfolio of affluent clients within a well-established global framework;

• Engage in thorough consultations to comprehend client financial objectives, risk tolerance, and investment timelines;

• Develop customized investment strategies utilizing global markets and sophisticated financial instruments;

• Propel sales of investment offerings including brokerage services, advisory, pre-IPO opportunities, and structured products;

• Guide clients through the complete investment journey — from initial contact to execution and ongoing portfolio enhancement;

• Build and sustain long-term, trust-based relationships with clients to maximize retention and lifetime value;

• Actively seek out market opportunities and convert them into actionable recommendations for clients;

• Work in collaboration with internal product, legal, and compliance teams across the organization to provide integrated solutions;

• Meet and surpass ambitious revenue and performance goals in a high-achieving environment;

⛳️ Requirements

• Minimum of 3 years of experience in wealth management, investment advisory, or financial product sales;

• In-depth knowledge of financial markets and investment vehicles (equities, derivatives, structured products, IPOs);

• Demonstrated success in managing and monetizing client portfolios, preferably within a prestigious financial institution;

• Experience with high-net-worth or affluent clients is highly preferred;

• Advanced negotiation and closing capabilities, employing a consultative, trust-focused sales approach;

• Strong business insight and the ability to thrive in a fast-paced, results-oriented environment;

• High degree of independence, accountability, and focus on results;

• Proficiency in English, both written and spoken;

🏝️ Benefits

• Opportunity to represent a globally recognized financial institution with a solid market reputation;

• Work with a high-quality client base - no cold acquisition necessary;

• Uncapped earning potential with a competitive base salary and performance bonuses;

• Access to international markets and exclusive investment opportunities (including pre-IPO deals);

• Clear pathways for career advancement within a large organizational structure (Team Lead, Head roles, regional growth);

• Flexible working arrangements based on location;

• Comprehensive support from a mature infrastructure, including legal, banking, and product teams.