Client Relationship Manager (Wealth Management) mf 100 (Cyprus, Dubai, London)
Job Summary
For our client an international investment company we are looking for an:
Client Relationship Manager (Wealth Management) 100%
Primary location: Cyprus (preferred). Other locations such as Dubai or London may be considered depending on candidate profile and circumstances.
Division: Asset & Wealth Management
About the Role:
We are looking for a Client Relationship Manager (Wealth Management) to join an international platform working with HNW/UHNW clients.
This role focuses on building and managing long-term client relationships ensuring a high standard of service and acting as the key link between clients and internal teams.
Please note: this is not an investment role you will not manage portfolios or make investment decisions.
Tasks
Key Responsibilities:
- Build and maintain strong relationships with HNW/UHNW clients
- Understand clients financial goals and ensure ongoing engagement
- Manage client onboarding in coordination with Compliance and Risk (KYC MiFID II)
- Act as the main point of contact between clients and the investment team
- Communicate investment strategies and manage client expectations
- Ensure high-quality client service and handle requests professionally
- Maintain accurate client records and documentation
Requirements
Your Profile:
- Degree in Finance Economics or Business (CFA/CAIA is a plus)
- 5 years in wealth management private banking or asset management
- Experience working with HNW/UHNW clients
- Strong understanding of client advisory in a regulated environment (MiFID II)
- Excellent communication and relationship-building skills
- Fluent English; Russian and/or Greek are a plus
- High level of professionalism integrity and responsibility
If you can identify yourself with the requirements of this challenging position we look forward to receiving your application (English CV and certificates/diplomas).
About Company
MEVELIN AG ist Ihr kompetenter Partner für Personalberatung & Vermittlung. Wir vermitteln erfolgreich Dauerstellen auf dem Schweizer Markt seit 10 Jahren.