Lead Private Wealth Advisor

3 weeks ago


London, Greater London, United Kingdom Edgworth Partners Full time

About the Role: We are excited to present exceptional opportunities with several prestigious Multi-Family Offices and Private Investment Offices that cater to Ultra High Net Worth (UHNW) clients with substantial investment accounts. These dynamic firms are eager to welcome highly skilled professionals into their ranks.

Position Overview: The selected candidate will play a pivotal role in delivering tailored services to UHNW clients. This position is ideal for individuals seeking to transition from conventional private banking into a more adaptable Multi-Family Office setting.

Location: While the primary work location is flexible, options include major financial hubs.

Your Qualifications:

  • Over 15 years of experience as a senior private banker, with a proven track record at a leading global financial institution.
  • A current portfolio managing assets exceeding $300 million, with individual client accounts starting from $10 million.
  • Demonstrated ability to cultivate and maintain strong relationships with clients, focusing on expanding a strategic book of UHNW clients.
  • Experience in offering comprehensive wealth management services, including exclusive investment opportunities such as club deals, pre-IPO investments, and private equity ventures.
  • Collaboration with a team of like-minded professionals is highly advantageous.


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