About

Our client is a private investment office that offers an independent alternative to traditional institutions. They provide expertise across the full range of situations our clients encounter. Working with international families, business owners, and private investors, we deliver tailored solutions in strategy, investments, and financing. Founded by colleagues with a shared vision of building enduring client partnerships, our firm is dedicated to exceptional service - anticipating needs and following through at every step. Role Overview We are seeking a highly motivated and client-centric Client Advisor to join our Wealth Management team. In this role, you will serve as a trusted partner to high-net-worth individuals, families, and business owners, helping them navigate financial complexities and achieve their long-term goals. You will deliver holistic advice across investments, financial planning, and wealth strategies while providing an exceptional client experience. Business Development Prospect and onboard new high-net-worth clients through networking, referrals, and strategic outreach Work with broader investment and product teams Identify opportunities to increase wallet share within existing relationships Participate in marketing initiatives, client events, and community activities to enhance brand visibility Proven track record of winning clients Client Relationship Management Serve as the primary point of contact for a portfolio of clients High-net-worth client base of £10m + Experience of UK, EMEA and Offshore Clients Build, deepen, and maintain long-term relationships based on trust, expertise, and proactive service Ability to deal with sophisticated and complex clients Skills and Attributes Required Client-fir