HNW Private Client Advisor

6 days ago


Exeter, Devon, United Kingdom Arbuthnot Latham Full time

Overview: As a leading private banking institution, Arbuthnot Latham offers a unique opportunity for experienced professionals to join our Investment Management team in the Southwest. The ideal candidate will have prior experience in a similar role and a strong understanding of modern portfolio theory.

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The Role: We are seeking a skilled HNW Private Client Advisor to manage client portfolios, provide investment advice, and contribute to the growth of our business. The estimated salary for this role is £70,000 - £90,000 per annum, depending on experience.

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Key Responsibilities: The successful candidate will be responsible for the following key tasks:

  1. Managing and trading client portfolios to reflect central investment committee strategy and models.
  2. Acting as the first point of contact for investment-related queries from clients.
  3. Contributing to the growth of our Investment Management business by supporting the banking team in pitching for new investment opportunities.
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Requirements: To be successful in this role, you will need to have the following skills and qualifications:

  • A level 6 RDR compliant investment management or wealth management qualification or equivalent.
  • Prior experience in a similar role within a HNW private client environment.
  • FCA approval and authorisation as a CF30 if applicable.
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Benefits: As a valued member of our team, you can expect to enjoy a range of benefits, including a competitive salary, discretionary bonus, BUPA health cover, and 4x life assurance.



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