Global Private Client Advisor - Remote & Cross-Border Wealth

Prestige IFA Jobs; Greater London; On-site; GBP 75,000 - 150,000; Full time

Benefits offered by this job

Private medical insurance

Remote working

Professional development

Job summary

Prestige IFA Jobs is seeking an experienced wealth adviser to manage and grow a cross-border client base. You will provide comprehensive private wealth services, including investment advice, portfolio management, tax planning and protection across multiple offices.

The role emphasises relationship development, growth, and serving international clients while maintaining regulatory standards and professional qualifications.

Qualifications

• Minimum 3 years’ client-facing experience in wealth management or life insurance advisory.
• Recognised investment qualifications (e.g., CISI, CII or equivalent).

Responsibilities

• Develop and grow a cross-border client base through relationship development.
• Provide full private wealth services: advice, portfolio management, tax planning, property finance and protection.
• Maintain and expand relationships across offices while supporting international clients.

Skills

Client relationship skills

Ambition and drive

Cross-border client service

Education

UK Level 4 qualification

DipPFS / CISI Level 4 / CFP or equivalent

Job description

Prestige IFA Jobs is seeking an experienced wealth adviser to manage and grow a cross-border client base. You will provide comprehensive private wealth services, including investment advice, portfolio management, tax planning and protection across multiple offices.

The role emphasises relationship development, growth, and serving international clients while maintaining regulatory standards and professional qualifications.