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 in Slough 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 translates into meaningful rewards. 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 Slough
✨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 seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Senior Relationship Manager / External Asset Manager in Slough
Some tips for your application 🫡
Showcase Your Experience:Make sure to highlight your 15+ years in private banking or wealth management. We want to see your journey and how you've built that impressive book of UHNW/HNW clients. Use specific examples to demonstrate your expertise!
Tailor Your CV:Don’t just send a generic CV! We love it when candidates tailor their applications to fit the role. Mention your entrepreneurial mindset and how you’ve successfully managed client relationships in the past. It’ll make you stand out!
Be Clear About Your Book:When discussing your portable book of business, be clear about its size and the strategy for transitioning those clients. We’re looking for transparency and a solid plan, so don’t hold back on the details!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. 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 your AUM, client demographics, and how you've successfully managed and grown these relationships over the years. This will show that you're not just experienced but also results-driven.
✨Showcase Your Entrepreneurial Spirit
Since the role emphasises autonomy and an entrepreneurial mindset, prepare examples that highlight your ability to operate independently. Discuss how you've taken initiative in past roles, whether it was developing new strategies or adapting to market changes without heavy corporate support.
✨Tailor Your Wealth Management Approach
Be prepared to talk about your holistic approach to wealth management. Highlight specific strategies you've used across various asset classes, including traditional investments and digital assets. This will demonstrate your versatility and understanding of the comprehensive solutions the firm offers.
✨Cultural Fit is Key
The firm values a collaborative culture, so think about how you can contribute to this environment. Share experiences where you've worked closely with teams or shared insights that benefited your colleagues. This will show that you're not just focused on individual success but also on the growth of the team.
