UHNW Private Wealth Manager

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Client Advisor to join their international wealth management team. This role involves advising high net worth clients, developing strong client relationships, and leading presentations. The ideal candidate will have an entrepreneurial mindset and a proven track record in business development. With market-leading remuneration and the chance to shape the future of a growing firm, this opportunity is perfect for those passionate about building value in the wealth management sector.

Qualifications

• Experienced in managing HNW/UHNW client relationships.
• Proven track record in developing new business opportunities.

Responsibilities

• Advise high net worth clients and develop strong relationships.
• Lead client presentations and reviews, ensuring compliance.

Skills

Client Relationship Management

Investment Strategies

Business Development

Financial Analysis

Job description

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About Our Client

Core to the business are the client groups who are internationally located with finances, business, property, and family interests across multiple countries. Advisors will be comfortable and confident in working alongside these demanding family groups as their trusted advisor, able to provide clear comprehensive financial strategies, global reporting, and develop valuable long-term relationships.

Job Description

Role Responsibilities will include:

1. Advise high net worth clients to develop strong client relationships.
2. Deal with day-to-day queries relating to both new and existing business.
3. Understand client financial situations, identify needs, and propose appropriate solutions to meet client needs and objectives.
4. Develop client understanding of solutions and challenge inaccurate client perceptions.
5. Engage clients in accordance with company compliance requirements, best practices, and regulations.
6. Lead client presentations and reviews.
7. Review, approve, and sign off technical reports and letters to clients.
8. Take ownership of revenue generation.
9. Work with Directors and Managers within the company to identify and respond to potential opportunities.
10. Develop relationships with professional networks to generate new business.

The Successful Applicant

An experienced Client Advisor with an established client base and a growth-focused mentality for developing new business. A driven professional who is excited about building and creating value within an international wealth business and contributing to its growth. Skilled in managing HNW/UHNW client relationships, with deep knowledge of investment strategies and multi-asset portfolio management. An entrepreneurial mindset with a proactive approach to business development, bringing a strong network in the industry and a passion for success and outperformance.

What's on Offer

Market-leading remuneration and the opportunity to play a key role in a dynamic and entrepreneurial firm. This opportunity is ideal for a successful Client Advisor seeking a new & exciting challenge, guiding this high-profile group through its next phase of growth.