Senior Client Advisor

EJC / Senor Client Advisor / London office / Boutique Investment House

We are partnered with a well-established, independently owned investment manager and multi-family office with over £2bn in assets under management.

We are seeking an exceptional Senior Client Advisor who will bring an established book of HNW and UHNW clients. This is a rare chance to operate with genuine autonomy, be directly rewarded for the value you generate, and deliver the calibre of service you have always wanted to — without the institutional constraints that hold you back.

The role

You will manage and grow a portfolio of HNW and UHNW client relationships, providing holistic financial planning and discretionary/advisory investment management. Key responsibilities include:

1. Transitioning and managing your existing client book into the firm
2. Acting as the primary relationship manager for a portfolio of HNW and UHNW clients and family offices
3. Delivering bespoke financial planning across investment management, tax-efficient structuring, trust & estate planning, and succession
4. Collaborating with in-house investment, tax, and legal specialists to deliver fully integrated advice
5. Identifying and converting new client opportunities through referrals, professional networks, and introductions
6. Maintaining full FCA compliance and adherence to Consumer Duty obligations

What we are looking for

1. A portion of a book of AUM from HNW and/or UHNW clients to be transferable
2. Proven track record in private banking or wealth management at a major institution
3. Demonstrable ability to independently manage and deepen senior client relationships
4. FCA-authorised and fully conversant with regulatory obligations (MiFID II, Consumer Duty)
5. Strong commercial acumen with a long-term, relationship-first approach