At a Glance
- Tasks: Manage and grow a portfolio of ultra-high-net-worth clients with tailored wealth management solutions.
- Company: Agile boutique wealth management firm backed by a major institutional trust group.
- Benefits: Flexible working from key financial hubs, competitive revenue-sharing structure, and entrepreneurial freedom.
- Other info: Opportunity for significant career growth and contribution to a flat, innovative culture.
- Why this job: Join a collaborative team and make a real impact in a dynamic wealth management environment.
- Qualifications: 15+ years in private banking or wealth management with a portable book of business.
The predicted salary is between 100000 - 150000 £ per year.
We are seeking candidates with 15+ years of experience in private banking, wealth management, or as an independent External Asset Manager (EAM), who possess a highly portable, established book of UHNW/HNW clients. Our client is a highly agile boutique wealth management and multi-family office platform. Backed by a major institutional trust and foundation group, the firm offers a comprehensive, institutional-grade product suite spanning traditional wealth management, private markets, digital assets, and complex wealth planning. The firm partners with global clients and is expanding its footprint across key markets including the US, LATAM, and Europe.
The Senior Client Advisor will have the flexibility to operate from London or other key financial hubs, working directly alongside senior leadership to service and expand their private client portfolio. The role provides ultimate freedom and an entrepreneurial platform devoid of the bureaucracy and product-pushing mandates found in large traditional private banks. It is well suited to highly seasoned, self-sufficient professionals with a strong client orientation, a low-ego approach, and a desire to build long-term value through a highly competitive revenue-sharing or base-plus-bonus structure.
Key Responsibilities:- Manage and grow your existing, highly portable book of UHNW/HNW private clients, ensuring a smooth and compliant transition of assets to the firm's platform (target AUM: $100M+).
- Provide holistic, tailored wealth management advice across a broad spectrum of asset classes, including traditional liquid investments, private equity, illiquid markets, and digital assets.
- Act as the primary relationship manager for your clients, coordinating with internal and external specialists to deliver comprehensive solutions, including tax services, relocation, and cross-border wealth planning.
- Operate with a high degree of autonomy and entrepreneurial ownership, managing the full client lifecycle from acquisition, due diligence, and onboarding to daily execution and strategic advisory.
- Ensure all client activities and cross-border engagements strictly adhere to regulatory frameworks, leveraging the firm's SEC registration and international compliance infrastructure.
- Contribute to the firm's flat, collaborative culture, actively participating in the boutique's growth and sharing market intelligence with a tight-knit team of senior professionals.
- 15+ years of front-office experience as a Senior Private Banker, Wealth Manager, or External Asset Manager (EAM) with a proven track record of managing private client wealth.
- An established, highly portable book of business (minimum $100M+ AUM) with a clear, realistic business case and strategy for transitioning clients.
- Entrepreneurial, hands-on mindset; comfortable operating independently and managing your own workflow without relying on a heavily layered corporate back-office infrastructure.
- Comfortable with a compensation structure focused on long-term partnership and alignment (e.g., highly attractive revenue-share models or competitive base plus bonus).
- Strong communication and relationship management skills. Fluency in English is required; additional languages relevant to your specific client base (e.g., Spanish, German, French) are highly beneficial.
To apply, please submit your CV for consideration.
Senior Relationship Manager / External Asset Manager in London employer: ACL Partners
As a highly agile boutique wealth management firm, we pride ourselves on offering an entrepreneurial platform that empowers Senior Relationship Managers to thrive without the constraints of traditional banking bureaucracy. Our collaborative culture fosters professional growth and innovation, while our competitive revenue-sharing model ensures that your hard work is rewarded. With the flexibility to operate from key financial hubs like London, you will have the opportunity to build long-term relationships with UHNW/HNW clients in a dynamic and supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Relationship Manager / External Asset Manager in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to former colleagues or clients. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and successes. Share stories about how you've managed client portfolios and navigated complex situations. We want to see your skills in action!
✨Be Ready for the Interview
Prepare for interviews by researching the company and understanding their values. Think about how your experience aligns with their needs and be ready to discuss your book of business. Confidence is key, so practice makes perfect!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Relationship Manager / External Asset Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your 15+ years of experience in private banking or wealth management. Highlight your established book of UHNW/HNW clients and any relevant achievements that showcase your ability to manage and grow client portfolios.
Showcase Your Entrepreneurial Spirit:We want to see your hands-on mindset! In your application, emphasise your ability to operate independently and manage workflows without relying on a corporate back-office. Share examples of how you've taken ownership in previous roles.
Highlight Relationship Management Skills:As a Senior Client Advisor, strong communication and relationship management skills are key. Use your application to demonstrate how you've successfully built and maintained client relationships, and how you coordinate with specialists to deliver tailored solutions.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at ACL Partners
✨Know Your Numbers
Make sure you have a solid grasp of your existing book of business. Be ready to discuss specific figures, such as AUM and client retention rates. This shows you’re not just experienced but also results-driven.
✨Showcase Your Entrepreneurial Spirit
Prepare examples that highlight your ability to operate independently and manage your workflow. Discuss how you've successfully navigated challenges without relying on a corporate back-office, as this aligns with the firm's culture.
✨Tailor Your Wealth Management Approach
Be ready to talk about your holistic approach to wealth management. Share specific strategies you've used across various asset classes, including digital assets, to demonstrate your versatility and expertise.
✨Cultural Fit is Key
Research the firm’s collaborative culture and be prepared to discuss how you can contribute. Highlight experiences where you’ve worked closely with teams or shared market intelligence, showing you’re a team player who values collaboration.
