UHNW Trusted Advisor – High-Touch Wealth Sales

Certus Recruitment Group; New York (NY); On-site; USD 100,000 - 180,000; Full time

Job summary

Certus Recruitment Group is partnering with a specialist, high-end advisory business operating in the UHNW space, based in New York. The role is client-facing, requiring discretion, credibility, and the ability to manage sophisticated requirements with long-term relationship building.

The candidate will serve as a trusted advisor, converting warm leads through a high-touch, consultative sales process in a premium segment of the market.

Qualifications

• Proven experience working with UHNW or HNW clients
• Background in advisory, private banking, wealth management, investment services, luxury sales, or similar environment
• Strong communication and relationship-building skills
• Comfortable operating in a regulated, detail-driven environment
• Commercially astute, confident, and credible with senior stakeholders

Responsibilities

• Act as a key point of contact for UHNW prospects, guiding them through a structured advisory journey
• Convert inbound and referred leads into active clients through consultative engagement
• Conduct detailed discovery to understand client objectives and requirements
• Work closely with internal teams to ensure a seamless onboarding and client experience
• Build and nurture long-term relationships with clients and introducers
• Maintain accurate records and pipeline management via CRM
• Represent the business professionally in meetings and industry settings

Skills

UHNW clients

Advisory

Wealth management

Relationship building

Communication skills

Job description

Certus Recruitment Group is partnering with a specialist, high-end advisory business operating in the UHNW space, based in New York. The role is client-facing, requiring discretion, credibility, and the ability to manage sophisticated requirements with long-term relationship building.

The candidate will serve as a trusted advisor, converting warm leads through a high-touch, consultative sales process in a premium segment of the market.