Client Advisor

Oscar; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Qualifications

• Experience selling to high-net-worth or ultra-high-net-worth individuals.

Responsibilities

• Build relationships with wealthy individuals, entrepreneurs and families.
• Develop referral networks with private bankers, wealth managers, family offices and lawyers.
• Turn relationships into opportunities and grow your book of business.

Skills

HNW/UHNW client experience

Relationship-led sales

Strong networking

Commercial mindset

Discretion & professionalism

Global business interest

Job description

Boston | Global Wealth Advisory | International Private Client Advisory

Good at building relationships? Imagine doing it with founders, investors, family offices and some of the world's wealthiest individuals.

Company

Join a globally established advisory firm operating at the top end of private wealth.

The business helps high-net-worth and ultra-high-net-worth clients create more options around where they live, work, travel and invest through international residence, citizenship and global mobility strategies.

This is a highly international environment where trust, relationships and reputation matter.

Role

This is less traditional sales and more high-end relationship building and business development.

You’ll build relationships with wealthy individuals, entrepreneurs and families, understand what they’re trying to achieve globally and connect them with the right specialists.

You’ll also develop referral relationships with private bankers, wealth managers, family offices, lawyers and other trusted advisors.

The goal is simple: build a strong network, turn relationships into opportunities and grow your own book of business.

Skills Needed

We’re looking for someone who is:

• Experienced with HNW/UHNW clients or senior decision-makers
• Strong at consultative, relationship-led sales
• Well connected across wealth, finance, investment or professional services
• Commercial, ambitious and comfortable generating new business
• Polished, credible and discreet
• Genuinely interested in international business and global affairs

Backgrounds in private banking, wealth management, family offices, investment advisory, luxury real estate, global mobility or high-level financial services sales could all translate well.