Remote AI-Driven Wealth Advisor for UHNW Clients

Mercor; City Of London; Remote; GBP 60,000 - 80,000; Full time

Job summary

A next-generation wealth advisory group is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients. This fully remote position offers flexible working hours and requires a strong background in financial planning and investment strategies. Ideal candidates have at least 5 years of experience and a proven track record in managing substantial client assets. Join a global team and enhance your career with access to innovative portfolio tools.

Benefits

Flexible work hours

Remote working opportunity

Access to cutting-edge portfolio tools

Qualifications

• 5 years of experience in wealth management, private banking, or RIA environments.
• Proven track record managing $20M in client assets.
• Strong interpersonal skills with a client-first mindset.

Responsibilities

• Manage and deepen relationships with HNW and UHNW clients.
• Develop and implement holistic financial plans.
• Conduct asset allocation portfolio reviews and performance evaluations.
• Identify opportunities to grow client AUM through strategic referrals.

Skills

Client communication

Relationship building

Financial planning

Portfolio construction

Client-first mindset

Education

CFP, CFA, CPA, or MBA preferred

Tools

Financial planning software

CRM systems

Investment platforms

Job description

A next-generation wealth advisory group is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients. This fully remote position offers flexible working hours and requires a strong background in financial planning and investment strategies. Ideal candidates have at least 5 years of experience and a proven track record in managing substantial client assets. Join a global team and enhance your career with access to innovative portfolio tools.