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UHNW Advisor

City of London Permanent View Job Description
Senior This role is to simply be the trusted wealth advisor to UHNW UK and International families. The business builds investment strategies designed to be resilient and help clients achieve their long-term financial goals.
  • Private Client, HNW, Private Office, Wealth Management, Private Banking
  • EAM, Intermediary, Independent asset manager,

About Our Client

Core to the business are the client groups who are internationally located with finances, business, property and family interests across multiple countries. Advisors will be comfortable and confident in working alongside these demanding family groups as their trusted advisor, able to provide clear comprehensive financial strategies, global reporting and able to develop valuable long term relationships.

Job Description

Role Responsibilities will include;

  • Advise high net worth clients to develop strong client relationships.
  • Deal with day to day queries relating to both new and existing business.
  • Understand client financial situations, identify needs and propose appropriate solutions to meet client needs and objectives.
  • Develop client understanding of solutions and challenge inaccurate client perceptions.
  • Engage clients in accordance with company compliance requirements, best practice and regulations.
  • Lead client presentations and client reviews.
  • Review, approve and sign off technical reports and letters to clients.
  • Take ownership of revenue generation.
  • Work with Directors and Managers within the Company to identify and respond to potential opportunities.
  • Develop relationships with Professional Networks to develop new business from those relationships.

The Successful Applicant

An experienced Client Advisor with an established client base and growth-focused mentality for developing new business.

A driven professional who is excited about building and creating value within an International Wealth business and contributing to its growth.

Skilled in managing HNW/UHNW client relationships, with deep knowledge of investment strategies and multi-asset portfolio management.

An entrepreneurial mindset with a proactive approach to business development, bringing a strong network in the industry and a passion for success and outperformance.

What's on Offer

Market-leading remuneration and the opportunity to play a key role in a dynamic and entrepreneurial firm, this opportunity is ideal for a successful Client Advisor looking for a new & exciting challenge, taking this high profile group through its next phase of growth

Contact
Philip Siddall
Quote job ref
JN-112022-5830826
Phone number
+44 207 645 1425

Job summary

Job function
Banking & Financial Services
Subsector
Private Banker / RM / Wealth Manager
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Philip Siddall
Consultant phone
+44 207 645 1425
Job reference
JN-112022-5830826