Client Advisor

Oscar; Boston (MA); On-site; USD 90,000 - 100,000; Full time

Job summary

Oscar in Boston seeks a Client Advisor for HNW/UHNW private clients to help successful people manage international residence, wealth and lifestyle decisions. This role is relationship-driven, built on trust, networks and turning connections into business.

You will grow a long-term book with referrals, partner with private bankers, wealth managers, lawyers and tax advisors, and represent the firm in Boston’s private wealth community, with a base of $90K–$100K plus uncapped commission.

Qualifications

• Experience building relationships with high-net-worth clients.
• Ability to generate new business through referrals.
• Strong network in private banking or wealth management.

Responsibilities

• Build relationships with HNW and UHNW individuals and families.
• Generate new business through networking and referrals.
• Develop partnerships with private bankers, wealth managers, lawyers, family offices and other trusted advisors.
• Run consultative conversations around complex international goals.
• Work alongside specialist teams to deliver tailored solutions.
• Build a long-term book of relationships and repeat/referral business.
• Represent the firm across Boston's private wealth and international business community.

Skills

Relationship building

Networking

Business development

Discretion

Tools

CRM systems

Referral networks

Job description

Client Advisor - HNW / UHNW Private Clients

What if your next sales role wasn't about selling software - but helping successful people create more freedom around where they live, travel, invest and build their future?

We're partnering with a leading global advisory firm working with entrepreneurs, investors, founders and HNW/UHNW families on international residence, citizenship and global mobility.

The Opportunity

This is a relationship-led commercial role for someone who knows how to earn trust, build a network and turn strong relationships into business.

You'll work with sophisticated private clients making major international decisions around their families, businesses and lifestyles. You'll understand what they're trying to achieve, bring the right specialists into the conversation and own the relationship from first meeting through close.

A major part of the role is also building your own referral ecosystem across private banking, wealth management, family offices, legal, tax and other professional advisors.

Think private-client advisor meets rainmaker - not transactional sales.

What You'll Be Doing

• Build relationships with HNW and UHNW individuals and families
• Generate new business through networking, referrals and professional introducers
• Develop partnerships with private bankers, wealth managers, lawyers, family offices and other trusted advisors
• Run consultative conversations around complex international goals
• Work alongside specialist teams to deliver tailored solutions
• Build a long-term book of relationships and repeat/referral business
• Represent the firm across Boston's private wealth and international business community

Who We're Looking For

You could come from private banking, wealth management, financial services, executive search, professional services or another relationship-led commercial environment.

What matters most is that you are:

• Comfortable engaging sophisticated, high-value clients
• Commercial and confident generating your own business
• Naturally good at building trust and long-term relationships
• Able to develop and leverage a strong professional network
• Curious about global markets, business and international affairs
• Polished, discreet and credible
• Hungry to build something and benefit from uncapped upside

Existing HNW relationships or a strong network of professional introducers would be highly valuable.

Why Consider It?

You'll be joining a globally established business while helping build its presence in Boston.

The client level is exceptional, the work is genuinely international, and successful advisors have the opportunity to build a valuable book of business that compounds through referrals over time.

$90K-$100K base + uncapped commission with significant upside.

Client Advisor - HNW / UHNW Private Clients

Boston | $90K-$100K Base + Uncapped Commission

What if your next sales role wasn't about selling software - but helping successful people create more freedom around where they live, travel, invest and build their future?

We're partnering with a leading global advisory firm working with entrepreneurs, investors, founders and HNW/UHNW families on international residence, citizenship and global mobility.

The Opportunity

This is a relationship-led commercial role for someone who knows how to earn trust, build a network and turn strong relationships into business.

You'll work with sophisticated private clients making major international decisions around their families, businesses and lifestyles. You'll understand what they're trying to achieve, bring the right specialists into the conversation and own the relationship from first meeting through close.

A major part of the role is also building your own referral ecosystem across private banking, wealth management, family offices, legal, tax and other professional advisors.

Think private-client advisor meets rainmaker - not transactional sales.

What You'll Be Doing

• Build relationships with HNW and UHNW individuals and families
• Generate new business through networking, referrals and professional introducers
• Develop partnerships with private bankers, wealth managers, lawyers, family offices and other trusted advisors
• Run consultative conversations around complex international goals
• Work alongside specialist teams to deliver tailored solutions
• Build a long-term book of relationships and repeat/referral business
• Represent the firm across Boston's private wealth and international business community

Who We're Looking For

You could come from private banking, wealth management, financial services, executive search, professional services or another relationship-led commercial environment.

What matters most is that you are:

• Comfortable engaging sophisticated, high-value clients
• Commercial and confident generating your own business
• Naturally good at building trust and long-term relationships
• Able to develop and leverage a strong professional network
• Curious about global markets, business and international affairs
• Polished, discreet and credible
• Hungry to build something and benefit from uncapped upside

Existing HNW relationships or a strong network of professional introducers would be highly valuable.

Why Consider It?

You'll be joining a globally established business while helping build its presence in Boston.

The client level is exceptional, the work is genuinely international, and successful advisors have the opportunity to build a valuable book of business that compounds through referrals over time.

$90K-$100K base + uncapped commission with significant upside.