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 compensation, and entrepreneurial freedom.
- Other info: Opportunity for significant career growth and participation in the firm's expansion across global markets.
- Why this job: Join a collaborative culture and make a real impact in wealth management without corporate bureaucracy.
- Qualifications: 15+ years in private banking or wealth management with a portable book of business over $100M.
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 employer: ACL Partners
Join a prestigious international investment bank in London, where you will thrive in a dynamic and collaborative work culture that values innovation and excellence. With a strong focus on employee development, you will have access to extensive training programs and mentorship opportunities, ensuring your growth within the TMT M&A sector. Enjoy the unique advantage of working in one of the world's leading financial hubs, surrounded by industry experts and a diverse team committed to delivering impactful results.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Relationship Manager / External Asset Manager
✨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 specific examples of how you've managed client portfolios and delivered results. We want to see your passion and expertise shine through!
✨Leverage Social Media
Use platforms like LinkedIn to showcase your professional journey. Share insights, articles, or even your thoughts on market trends. This not only positions you as a thought leader but also helps you connect with others in the wealth management space.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Senior Relationship Manager / External Asset Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your extensive experience in private banking and 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 love candidates who demonstrate an entrepreneurial mindset. In your application, share examples of how you've operated independently and managed your own workflow, as this aligns perfectly with our flat, collaborative culture.
Highlight Your Client Management Skills:As a Senior Relationship Manager, your ability to build and maintain strong client relationships is key. Use your application to illustrate your communication skills and how you've successfully coordinated with specialists to deliver tailored solutions for your clients.
Apply Through Our Website:We encourage you to apply directly through our website. This ensures your application gets the attention it deserves and allows us to process it more efficiently. Plus, it’s super easy!
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, as well as how you plan to transition these clients smoothly to the new platform.
✨Showcase Your Entrepreneurial Spirit
This role is all about autonomy and ownership. Prepare examples that highlight your ability to operate independently, manage workflows, and drive results without relying on a corporate back-office. Think of times when you've taken initiative and achieved success.
✨Tailor Your Wealth Management Approach
Familiarise yourself with the firm's comprehensive product suite. Be prepared to discuss how you would provide tailored wealth management advice across various asset classes, including digital assets and private equity, to meet the unique needs of UHNW/HNW clients.
✨Cultural Fit Matters
The firm values a collaborative culture, so be ready to demonstrate how you can contribute to this environment. Share experiences where you've worked closely with teams or shared market intelligence, showing that you're not just a lone wolf but a team player.
