Client Relationship Manager - Wealth Management

𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 — 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁

𝗚𝗿𝗲𝗲𝗰𝗲 𝗚𝗼𝗹𝗱𝗲𝗻 𝗩𝗶𝘀𝗮

📍 Remote

💼 Independent Contractor — flexible alongside existing role

💰 Commission-based — earn on every client you introduce or guide

𝗬𝗼𝘂𝗿 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗔𝗿𝗲 𝗔𝗹𝗿𝗲𝗮𝗱𝘆 𝗔𝘀𝗸𝗶𝗻𝗴

"What's my Plan B?"

"Where should I diversify?"

"How can I set up my kids to study in Europe?"

If you work in wealth management, private banking, or family office advisory, you've heard these questions. Your clients are thinking about geographic diversification, generational planning, and optionality — they just need someone who can deliver the solution.

𝗪𝗵𝗮𝘁 𝗪𝗲 𝗗𝗼

Greece Golden Visa helps high-net-worth individuals and families secure EU residency through qualifying property investment. The Greek programme is one of the most accessible in Europe — investments from €250,000, no residency requirement, pathway to citizenship, and access to the Schengen Area (29 countries) for the whole family.

For your clients, this isn't a property transaction. It's a wealth planning tool:

• 𝗚𝗲𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 — Real assets in a stable EU jurisdiction

• 𝗙𝗮𝗺𝗶𝗹𝘆 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 — EU residency for spouse, children, and parents

• 𝗢𝗽𝘁𝗶𝗼𝗻𝗮𝗹𝗶𝘁𝘆 — A Plan B that requires no lifestyle change today

• 𝗘𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 — Tangible assets with inheritance advantages

• 𝗡𝗼𝗻-𝗱𝗼𝗺 𝘁𝗮𝘅 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝗰𝘆 — €500,000 real estate investment unlocks a flat €100,000 annual tax regardless of global income

𝗧𝘄𝗼 𝗪𝗮𝘆𝘀 𝘁𝗼 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗲𝗿 — Light touch, passive income

Simply introduce qualified clients to our team. A Relationship Manager will handle everything — consultations, property selection, legal, visa processing. You stay informed, your client stays yours, and you earn a commission on every completed transaction.

Refer other Wealth Management professionals to our network and earn on their client introductions too — building passive income from your professional connections.

𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 — Full client journey, higher earnings

You guide the clients through the entire process — from initial consultation to property selection and visa completion. You become their trusted advisor on this journey, supported by our operations, legal partners, and property portfolio.

𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗪𝗼𝗿𝗸𝘀 𝗳𝗼𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀

You don't need real estate expertise. You don't need immigration knowledge. You need client relationships and the ability to recognise when residency planning fits their goals.

We provide full support — the scope depends on which path you choose:

• Full training on the Greek Golden Visa programme

• Curated property portfolio — vetted developers, qualifying investments

• Operations support — legal coordination, document processing, visa applications

• Marketing materials you can share with clients

• A dedicated point of contact for every question

𝗪𝗵𝗼 𝗧𝗵𝗶𝘀 𝗜𝘀 𝗙𝗼𝗿

• Wealth managers, private bankers, and family office advisors

• Insurance professionals serving HNWI clients

• Independent financial advisors with established books

• Tax advisors and estate planners

• Anyone with trusted relationships with internationally-minded clients

𝗢𝘂𝗿 𝗩𝗮𝗹𝘂𝗲𝘀

𝗙𝗿𝗲𝗲𝗱𝗼𝗺 — Our clients have earned the right to choose where they live and build their futures. We help them unlock that choice.

𝗜𝗻𝘁𝗲𝗴𝗿𝗶𝘁𝘆 — We build trust through transparency, not promises. Your clients will always know where they stand — and so will you.

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𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱?

Whether you want to simply refer clients or take ownership of the client journey, we'd welcome a conversation about how this could fit alongside what you do.

#WealthManagement #PrivateBanking #FamilyOffice #GoldenVisa #Greece #HNWI #ResidencyPlanning #GreeceGoldenVisa