Client Director – Private Wealth (Lisbon, Portugal)

Leverton Search

Leverton Search has an exciting opportunity for an Investment Sales Director, to be based in Lisbon. Our client is a leader in ESG investing and expanding its Private Wealth team across Europe and the US.

We are looking for a Sales and Client Manager/Director with a strong track record with Wealth Management clients and is passionate about sustainable investing. This will be to work on their next-generation evergreen fund.

What you’ll do:

  • Lead fundraising for innovative public & private market strategies with a sustainability focus
  • Spearhead fundraising and deepen client partnerships with high-net-worth individuals and family offices in Monaco, Switzerland, and beyond.
  • Build and nurture long-term relationships with private wealth clients across Europe & US
  • Collaborate with a high-calibre, mission-led team driving real-world impact

What you bring:

  • Proven track record in private wealth or institutional fundraising
  • Deep passion for ESG and sustainable investing
  • Strong network in European private wealth markets (Monaco/Switzerland a plus)
  • Fluent English; European passport preferred for relocation flexibility

Join a boutique, high-performance firm committed to integrity, innovation, and positive impact. Enjoy market-leading compensation, hybrid working, and the chance to shape the future of sustainable investing.

I regret to say we cannot respond to all applications and will be in touch if successful

To apply for this job email your details to Eliza.HD@levertonsearch.com.