Key Duties/Responsibilities:

• Build and develop long-term relationships with HNW/UHNW clients.
• Develop a deep understanding of clients’ financial objectives, capital structure, and expectations.
• Maintain regular and structured communication throughout the full client lifecycle.
• Ensure trust, transparency, and consistently high service standards.
• Perform initial screening of prospective clients from a reputational and KYC risk perspective.
• Coordinate the onboarding process together with Compliance and Risk.
• Ensure full adherence to internal procedures and regulatory requirements (Cyprus, EU MiFID II).
• Maintain accurate and up-to-date client documentation and CRM records.
• Communicate client objectives and investment requests to the investment team.
• Explain approved investment strategies and decisions prepared by the investment function.
• Ensure accuracy and consistency of all client communications and documentation.
• Handle client requests, questions, and escalations in a professional manner.

Key Skills/Experience:

• University degree in Finance, Economics, or Business.
• Approximately 5+ years of experience in Wealth Management, Private Banking, or Asset Management.
• Proven track record working with HNW/UHNW clients.
• Professional certifications (CFA, CAIA, or equivalent) are an advantage.
• Strong understanding of wealth management and client advisory principles.
• Hands-on experience in a regulated EU/MiFID II environment.
• Fluency in English is essential, with knowledge of Russian and/or Greek considered an advantage.
• Ability to build trusted relationships with sophisticated clients.
• Capability to manage complex client communications, including declining client requests when required.
• Strong collaboration skills with investment and control functions.
• High ethical standards and strong self-discipline.
• Calm and resilient approach when working with capital and pressure.
• Mature judgment and sense of responsibility.
• Long-term orientation toward client relationships.

To apply for this vacancy, please send your CV, along with any covering letter to [email protected] quoting the above job title. Please note that due to the high volumes of applications received only shortlisted applicants will be responded to. By sending us your CV you are giving CareerFinders your consent to be contacted for this and any other suitable vacancies that we believe match your skills and experience. To view our privacy policy, please click www.careerfinders.com.cy/privacy-policy.