About the Client:

Our Client is a specialist private investment and wealth advisory team operating within a larger, mid-sized investment and planning group. They serve ultra-high-net-worth families and family offices with complex, multi-jurisdictional affairs spanning various asset classes, structures, and service providers.

Roles/Responsibilities

• Originate and develop new UHNW and family office relationships, especially among entrepreneurial families.

• Identify and qualify families with complex, global wealth exceeding £50m+.

• Engage prospects lacking internal capabilities or independent advisory functions.

• Conduct detailed discovery processes to understand clients’ entire wealth ecosystems.

• Serve as a central financial planning coordinator, aligning advisory, structuring, and investment decisions.

• Act as an impartial oversight adviser, collaborating with clients’ existing providers.

• Partner with senior leaders and specialists to deliver long-term, tailored outcomes.

Qualifications

• 7+ years’ experience in private banking, wealth advisory, or multi-family office environments.

• Proven success in originating and growing complex client relationships.

• Deep financial and wealth planning acumen with a solutions-focused mindset.

• Ability to lead structured conversations and coordinate across internal and external teams.

• Entrepreneurial and resilient approach with a long-term relationship-building style.

Benefits

• Competitive base salary of £120,000 to £150,000.

• Commission tied to client fee value, with structured payouts over three years to promote retention.

• Discretionary performance bonus.

• Potential for long-term equity participation based on individual contribution.

• Hybrid work model: 3 days in-office (St James, London).

Interested candidates are encouraged to apply promptly as interviews are ongoing.