Wealth Advisor
As a specialist in high-net-worth family offices, you will be responsible for delivering bespoke wealth management solutions to discerning clients.
Key Responsibilities:
* Foster and maintain strong relationships with clients as a trusted advisor
* Oversee the analysis of client portfolios, providing expert financial planning and tax structuring advice
* Identify opportunities to deepen client relationships and develop new business
* Support cross-functional initiatives and mentor junior colleagues
Requirements:
* Minimum 5 years' experience advising UHNW families in an advisory or wealth management capacity
* Relevant professional qualification, such as chartered accountant or tax professional
* Deep understanding of complex financial structures, including liquidity events, succession planning, and tax/investment strategies
About This Opportunity
A leading player in the wealth management sector offers an attractive compensation package including bonus and benefits.