Our client is a leading financial institution based in Monaco, renowned for its bespoke wealth management solutions and strategic investment advice for a high-end international clientele (HNW/UHNW).
As part of its ongoing expansion, the firm is seeking a Vice President – Investment Advisor to join its private wealth advisory team.
Why Apply?
- Dynamic and discreet environment in Monaco
- Strategic role within a nimble, high-performing team
- Competitive compensation package and strong mid-term growth prospects
Key Responsibilities
- Manage and grow a portfolio of HNW/UHNW clients (residents and international)
- Provide tailored investment advice, including asset allocation, portfolio structuring, and investment products (traditional and alternative)
- Work closely with private bankers, research teams, and portfolio managers
- Maintain up-to-date knowledge of financial markets and innovative investment solutions
- Contribute to the preparation of investment recommendations and participate in product selection committees
Ideal Profile
- Minimum 7 years of experience as an Investment Advisor, Portfolio Manager, or Relationship Manager within private banking or asset management
- Strong financial background with deep understanding of listed securities, structured products, and alternatives
- Excellent interpersonal skills and a sharp commercial sense
- Fluent in English; in Italian, proficiency in French or another language is a plus
- Highly client-focused, detail-oriented, and committed to delivering excellence
Your Career Advisor
Julian Heughebaert
+33 4 12 01 02 02
jh@yourkingsley.com