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Client Relationship Manager (Wealth Management)

Ref: #AR110525
Type: Full time
Almond Recruitment Ltd

Almond Recruitment is partnering with a well-established international wealth management firm to identify a Client Relationship Manager for their Limassol office.

With more than two decades of presence in the market and a strong international footprint across multiple jurisdictions, our client has built a reputation for professionalism, discretion, and long-term client partnerships.

Reporting directly to the Head of Wealth Management, the successful candidate will play a pivotal role in driving client engagement – developing new relationships, strengthening existing ones, and serving as a trusted advisor throughout the client journey. Acting as the primary liaison between clients and internal teams, you will ensure seamless coordination, clear communication, and a consistently high standard of service.

If you are an experienced relationship management professional seeking to take the next step within a dynamic and internationally focused environment, we would be delighted to hear from you. Apply today to explore this opportunity.

Responsibilities

  • Oversee and manage client relationships
  • Establish and nurture enduring relationships with high-net-worth and ultra-high-net-worth individuals
  • Gain comprehensive insight into clients’ financial goals, capital, and investment expectations
  • Maintain consistent, organized communication at all stages of the client journey
  • Promote trust, openness, and a consistently high level of service
  • Conduct preliminary due diligence on prospective clients from a reputational and KYC risk standpoint
  • Facilitate the client onboarding process in collaboration with Compliance and Risk teams
  • Ensure strict compliance with internal policies and applicable regulatory frameworks (including Cyprus and EU MiFID II requirements)
  • Keep client records, documentation, and CRM data accurate and current
  • Translate client goals and investment instructions to the portfolio/investment team
  • Present and explain investment strategies and decisions developed by the investment team
  • Gather and communicate structured client feedback to relevant internal stakeholders
  • Manage client expectations with respect to risks, time horizons, and potential outcomes
  • Review all client-facing materials to ensure precision and consistency
  • Address client inquiries, requests, and escalations with professionalism and efficiency
  • Uphold strong ethical principles and consistent service standards
  • Assist in enhancing and refining client service policies and procedures
  • Maintain effective working relationships with custodian banks, partner banks, and product providers
  • Collaborate with internal and outsourced Compliance and Risk teams where applicable
  • Support corporate brand positioning through high-quality client interaction

Requirements

  • At least 5 years’ professional experience within wealth management, private banking, or asset management
  • Demonstrated experience managing relationships with HNW and UHNW clients
  • Degree in Finance, Economics, Business Administration, or a related field
  • Relevant professional qualifications (such as CFA, CAIA, or similar) will be considered a plus
  • Sound knowledge of wealth management practices and advisory frameworks
  • Practical experience operating within a regulated EU / MiFID II environment
  • Proven ability to establish and maintain trusted relationships with sophisticated clientele
  • Confidence in handling complex client discussions, including managing and appropriately declining requests when necessary
  • Strong teamwork skills and ability to work effectively alongside investment and control teams
  • Demonstrates integrity, professionalism, and strong personal accountability
  • Composed and resilient when working in high-responsibility, high-pressure environments
  • Well-developed judgment and a strong sense of ownership
  • Long-term, relationship-focused mindset
  • Fluent English at a professional/business level
  • Knowledge of Russian and/or Greek will be considered an advantage

To apply for this vacancy please send your CV to [email protected] quoting reference CY22285C

*Almond Recruitment is a professional recruitment agency run by a team with over 30 years international experience. Feel free to search and apply for job vacancies confidentially In Cyprus or Malta or get in touch with us and benefit from our experience. By sending us your CV, you are giving Almond Recruitment consent to contact you with any current or future job opportunities. CVs are held in the strictest of confidence.

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