Description

Our client is a private investment office that offers an independent alternative to traditional institutions. They provide expertise across the full range of situations our clients encounter.

Working with international families, business owners, and private investors, we deliver tailored solutions in strategy, investments, and financing. Founded by colleagues with a shared vision of building enduring client partnerships, our firm is dedicated to exceptional service - anticipating needs and following through at every step.

Role Overview

We are seeking a highly motivated and client-centric Client Advisor to join our Wealth Management team. In this role, you will serve as a trusted partner to high-net-worth individuals, families, and business owners, helping them navigate financial complexities and achieve their long-term goals. You will deliver holistic advice across investments, financial planning, and wealth strategies while providing an exceptional client experience.

Business Development

• Prospect and onboard new high-net-worth clients through networking, referrals, and strategic outreach
• Work with broader investment and product teams
• Identify opportunities to increase wallet share within existing relationships
• Participate in marketing initiatives, client events, and community activities to enhance brand visibility
• Proven track record of winning clients

Client Relationship Management

• Serve as the primary point of contact for a portfolio of clients
• High-net-worth client base of £10m +
• Experience of UK, EMEA and Offshore Clients
• Build, deepen, and maintain long-term relationships based on trust, expertise, and proactive service
• Ability to deal with sophisticated and complex clients

Skills and Attributes Required

• Client-first mindset, ability to thrive in a collaborative, client-focused environment
• Strong analytical and problem-solving skills
• Strong investment focus
• Hunter banker mentality and focused on Business Development
• High emotional intelligence and professional presence
• Attention to detail and strong organizational abilities
• Ethical judgment and confidentiality
• Ability to work both independently/take the initiative and collaboratively within a team
• Strong understanding of investment products, financial planning principles, and capital markets.
• Strong client presentation skills, exceptional communication and relationship building skills

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field (advanced degrees/certifications such as CFA, or CIMA are a plus)
• Qualified and Regulated Banker profile
• VP/ED level experience
• 3-7 years of experience in wealth management, private banking, or financial advisory