Wealth Advisor Private Client Advisor

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

Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. Were seeking an experienced Wealth Advisor / Private Client Advisor to build retain and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies.

Role Overview

You’ll serve as the primary advisor to a select group of clients managing both financial plans and multi-asset investment portfolios. This is a remote flexible (2030 hrs / week) opportunity designed for seasoned advisors who excel at relationship management asset allocation and long-term strategy execution.

Responsibilities

• Manage and deepen relationships with HNW and UHNW clients delivering exceptional service and trust‑based advice.
• Develop and implement holistic financial and investment plans aligned with client goals liquidity needs and risk tolerance.
• Conduct asset allocation portfolio reviews and performance evaluations.
• Identify opportunities to grow client AUM through strategic referrals and value‑driven engagement.
• Collaborate with investment and planning teams to integrate AI insights risk analytics and digital portfolio tools.
• Maintain a deep understanding of tax estate and retirement planning strategies.

Qualifications

• 5 years of experience in wealth management private banking or RIA environments.
• Proven track record managing $20M in client assets.
• Expertise in financial planning portfolio construction and client communication.
• Strong interpersonal and relationship‑building skills with a client‑first mindset.
• Knowledge of financial planning software CRM systems and investment platforms.
• CFP CFA CPA or MBA preferred.

Why Join

• Flexible 2030 hour / week structure ideal for experienced advisors balancing client work and strategic growth.
• Work remotely with a global team transforming wealth management through AI and analytics.
• Partner with innovative professionals across finance data and technology.
• Gain access to cutting‑edge portfolio tools and intelligence platforms to enhance client outcomes.
• Build enduring client relationships with a focus on holistic long-term financial success.

Key Skills

• Channel Marketing
• Accounting Tally
• CSS
• Corporate Risk Management
• Hibernate
• Brokerage

Employment Type : Full Time

Experience : years

Vacancy : 1