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- Tasks: Lead client relationships and provide tailored wealth management solutions.
- Company: Join a pioneering multi-family office redefining wealth management with innovative technology.
- Benefits: Enjoy flexible working, generous revenue share, and long-term equity opportunities.
- Why this job: Be part of a collaborative culture focused on genuine client alignment and impactful solutions.
- Qualifications: Must have an established UHNW client base and experience in private banking or advisory.
- Other info: Ideal for those seeking independence without isolation in a supportive environment.
The predicted salary is between 72000 - 108000 £ per year.
On behalf of a pioneering multi-family office, we are conducting a discreet search for experienced private client advisors, senior wealth managers, or teams with an established UHNW client base. This platform is reimagining wealth management through a modern lens—blending proprietary technology, deep alternatives access, and true family-office alignment.
Founded by families, for families, our client is growing rapidly and now selectively inviting exceptional professionals to help lead their expansion across the UK and international markets.
Key Highlights- Disruptive, client-first platform with elite-level tech, alternatives, and infrastructure
- Non-institutional model that offers genuine alignment, flexibility, and transparency
- Independence without isolation – full support across investment advisory, operations, legal, structuring, and client service
- Attractive commercial terms, including generous revenue share and long-term equity upside
- Entrepreneurial, low-ego leadership team with a collaborative, high-integrity culture
We are seeking individuals or small teams who bring:
- An established UHNW client base
- A background in private banking, multi-family office, or ultra-high-net-worth advisory
- A desire to move away from institutional constraints and offer clients broader, more differentiated solutions
- Understanding of alternatives, private markets, and holistic wealth structuring
- A long-term mindset and appetite to help shape the future of private wealth management
A seat at the table of one of the most forward-thinking platforms in the MFO space. The infrastructure and credibility to immediately elevate your client offering. Flexibility to operate in a way that best serves your clients’ interests. True alignment with clients and founders — no sales targets, no product push. The opportunity to build long-term equity and be part of something lasting.
Contact Detail:
H-Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager/Client Advisor - UHNW
✨Tip Number 1
Network strategically within the ultra-high-net-worth (UHNW) community. Attend exclusive events, conferences, and seminars where potential clients or industry leaders gather. Building relationships in these settings can help you establish credibility and showcase your expertise.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with other professionals in the wealth management sector. Share insightful content related to UHNW advisory and engage with posts from industry leaders to increase your visibility and demonstrate your knowledge.
✨Tip Number 3
Consider collaborating with complementary service providers, such as tax advisors or estate planners, who already work with UHNW clients. This can create referral opportunities and enhance your service offering, making you a more attractive candidate for the role.
✨Tip Number 4
Stay updated on the latest trends and developments in wealth management, particularly regarding alternatives and private markets. Being well-informed will not only boost your confidence but also position you as a knowledgeable advisor during discussions with potential employers.
We think you need these skills to ace Relationship Manager/Client Advisor - UHNW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private banking or wealth management, especially any work with ultra-high-net-worth clients. Use specific examples to demonstrate your success and the value you can bring to the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth management and your desire to work in a client-first environment. Mention how your background aligns with the company's values and their innovative approach to wealth management.
Showcase Your Client Base: If applicable, provide details about your established UHNW client base. Highlight how your relationships can benefit the company and contribute to its growth in the UK and international markets.
Demonstrate Industry Knowledge: In your application, include insights about current trends in wealth management, particularly regarding alternatives and private markets. This will show your understanding of the industry and your readiness to contribute to the company's vision.
How to prepare for a job interview at H-Squared
✨Showcase Your Client Relationships
Highlight your established UHNW client base during the interview. Be prepared to discuss how you've built and maintained these relationships, as this is crucial for the role.
✨Demonstrate Industry Knowledge
Familiarise yourself with the latest trends in private banking and wealth management. Discuss your understanding of alternatives and private markets, as this will show your expertise and alignment with the company's innovative approach.
✨Emphasise a Collaborative Mindset
The company values a low-ego, collaborative culture. Share examples of how you've worked effectively within teams and contributed to a positive work environment, showcasing your ability to align with their values.
✨Prepare Thoughtful Questions
Come equipped with insightful questions about the company's vision and how they plan to disrupt the wealth management space. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.
