UHNW Client Advisor, London

2 months ago

London, UK, United Kingdom eFinancialCareers Full time

This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are looking to continue to grow their team as a result. Recent hires include talent from top tier Institutional, as well as Private Client, firms. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competition in what is a crowded market. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors.

They are looking for a well-rounded candidate who can look after a number of clients. They are looking to hire an experienced advisor with an interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products across both public and private markets along with having a deep understanding of the UK UHNWI market.

As with any role with a smaller, growing firm, this position will be broad in scope and there will be significant chances to take on responsibilities. Some key aspects of this role will include:

  • Be an Adviser to Ultra High Net Worth Clients
  • Advise on all aspects of the Client’s Financial Life and implications for wrappers and interaction with investment management
  • Contribute to firm’s approach to lifestyle financial planning
  • Be part of broader firm building initiatives

Whilst our client is prioritising the person over the CV, the ideal skill set would look like the following:

  • Extensive experience delivering financial advice to ultra-high-net-worth clients. Ideally, the right candidate will have over 5 years of industry experience, with a minimum of 1 year delivering advice.
  • Demonstrated ability to build and maintain relationships with UHNW clients.
  • Proven experience providing financial advice to sophisticated (U)HNW clients. Ideally, this will include providing investment advice across public and private markets.
  • Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
  • Experience of financial planning software
  • Excellent communication skills essential
  • Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
  • Detailed technical understanding of cash flow based planning
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Strongly motivated, sets demanding standards of personal excellence
  • Enjoys diving deep into the technology development process and seeks to streamline workflows
  • Independent thinker
  • Non-hierarchical and ego-free

Due to demand, we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss.

We can only respond to highly qualified candidates.

  • Wealth Management Advisor, UHNW Clients

    3 months ago

    London,, UK, United Kingdom Undisclosed Full time

    We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth, they are looking to add an experienced client advisor to their team. This is one of the most exciting FinTechs that have launched in the last decade and already have...

  • Private Client Solicitor

    2 months ago

    London, London, UK, United Kingdom G2 Legal Limited Full time

    The FirmOne of the leading firms in the private wealth sector is seeking an associate solicitor to join its highly regarded team in London.The firm acts primarily for UHNW clients with international assets on matters related to tax, domicile & residence, trusts, charity and philanthropy, complex wills, large international probate and succession planning. It...

  • UHNW Bridging Loan Originator

    3 months ago

    London,, UK, United Kingdom NRG Resourcing Full time

    Are you a motivated professional with a passion for building relationships in the Ultra-high-net-worth (UHNW) sector?We’re seeking an experienced UHNW Bridging Loan Originator to join an innovative financial firm that specialises in Ultra High Net Worth bridging finance solutions.This is your chance to make a significant impact while enjoying exceptional...

  • Investment Manager

    2 months ago

    London,, UK, United Kingdom Hanover Full time

    Investment Manager – HNW & UHNW ClientsWe are currently seeking an experienced Investment Manager specialising in High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients for a prestigious wealth management firm. This opportunity is ideal for a professional who thrives in a collaborative environment and is passionate about building client relationships...

  • Client Advisor Central London

    2 days ago

    London,, UK, United Kingdom Bvlgari Full time

    Bulgari UK is looking for an experienced and enthusiastic Client Advisor for our Central London Boutiques specializing in jewelry and watches. The Client Advisor acts as an ambassador of Bulgari and is responsible to create, stimulate and maximize sales opportunities by promoting product attributes to the customer, developing and enhancing their skills to...

  • Senior Mortgage Advisor

    7 days ago

    London,, UK, United Kingdom JJ SEARCH LIMITED Full time

    The CompanyA highly prestigious Private Bank in London – looking after the needs of HNW individual clients, including International customers.The RoleThe experienced Senior Mortgage Advisor will join a highly regarding Private Bank in Central office, working alongside Senior Relationship Managers with their Middle Eastern client base.The Senior Mortgage...

  • Client Advisor

    3 weeks ago

    London,, UK, United Kingdom Kismet By Milka Full time

    About The JobWe are looking for a experienced Client Advisors/Sales Consultants who are willing to pursue career in luxury fashion world at our Flagship store.Role & ResponsibilitiesTaking an active role in the sales of products in accordance with brand standards by ensuring Customer Satisfaction at the highest level in order to achieve sales...

  • Senior Client Advisor

    4 weeks ago

    London, UK, United Kingdom myGwork Full time

    This job is with Tiffany & Co., an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Overview As a Senior Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Tiffany promise. You...

  • Client Advisor

    4 days ago

    London, UK, UK, United Kingdom Zachary Daniels Full time

    Client Advisor | Luxury Homeware | Up to £37,000 + BonusWe are keen to speak with individuals with a true passion for luxury retail and previous experience working within interiors or homeware, to join our client as a full time Client Advisor in their Sloane Street boutique.As a luxury Client Advisor you will be delivering exceptional customer service,...

  • Client Advisor

    4 weeks ago

    London, UK, United Kingdom myGwork Full time

    This job is with Tiffany & Co., an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. OverviewTiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 187 years, Tiffany has...

  • Supervisor - Rituals - Wembley, London

    4 weeks ago

    London , London, UK, United Kingdom London Designer Outlet Full time

    Supervisor - Rituals - Wembley, London Job Type: 32 - 40 hours Ready to be the face of our brand, and engage with customers from the moment they set foot in the shop? Join our shop team, where every interaction is a chance to spread joy and beauty, creating unforgettable experiences for every customer. Share your talents As a Rituals Expert, you’re...

  • Investment Director

    1 month ago

    London,, UK, United Kingdom Hanover Full time

    Our client, a dynamic & prestigious Wealth Management firm, is seeking an experienced and innovative Investment Director to help drive the next stage of their growth. This role is perfect for a successful Investment Director who has a strong track record of client acquisition and management looking for a new challenge in an exciting and very stable...

  • Private Banker/ Relationship Manager

    2 months ago

    London, UK, United Kingdom Ateca Consulting Full time

    We are seeking top talent in the industry, with the following qualifications: - Minimum of 5 - 10 years’ experience as a Private Banker or Relationship Manager. - Proven client base of $150 million or more. - Track record of longevity in job history - Strong expertise in managing relationships with high-net-worth individual investors. - Must already be...

  • Client Advisor

    4 weeks ago

    London, UK, United Kingdom myGwork Full time

    This job is with Tiffany & Co., an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 187 years, Tiffany has...

  • Senior Recruitment Consultant

    4 weeks ago

    London,, UK, United Kingdom TRM Recruitment Full time

    TRM are working with a discreet executive search company looking to hire an experienced recruitment consultant to join their firm.The company is unique in the market, they specialise in placing staff for private client households.These clients include , Celebrities, High level executives, sports stars and royal families. You will be working with these...

  • Financial Advisor

    4 days ago

    London,, UK, United Kingdom mbf Full time

    Job Title: Financial AdvisorLocation: Fully Remote (UK-wide) with occasional travel to London (6-8 days/year)Salary: £60,000 basic + uncapped earnings (OTE Year 1: £100k-£150k)About the RoleMBF are currently recruiting on behalf of a leading International Investment Advisory Organisation that is looking to hire an ambitious Financial Advisor. This is a...

  • Seasonal Client Advisors M/F

    3 weeks ago

    London, UK, UK, United Kingdom Moncler Full time

    Moncler is currently looking for seasonal Full-Time Client Advisor (until the end of December 2024) to join our team at Selfridges London.Our Client Advisors, with impeccable presentation and a natural elegance, will guide each single client across the brand’s values and heritage, gaining a strong understanding of the client and their needs, by building a...

  • Business Development Advisor

    4 weeks ago

    London,, UK, United Kingdom LAW Absolute Full time

    Business Development Advisor – Financial Regulations Global law firm Hybrid working 12 month FTCOn of the global law firm’s is looking for recruit a BD Advisor to support their leading financial reg practice. As one of two BD Advisors and with the support of a coordinator, you will be based in the London office with hybrid working. As a team you will...

  • Client Advisor

    4 weeks ago

    London, UK, United Kingdom myGwork Full time

    This job is with Tiffany & Co., an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For more than 185 years,...

  • Wealth Planner

    6 months ago

    London, UK, UK, United Kingdom mbf Full time

    About the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...