At a Glance
- Tasks: Guide UHNW clients through a structured advisory journey and convert leads into active clients.
- Company: Join a high-end advisory business with a focus on sophisticated client relationships.
- Benefits: Enjoy uncapped commission, career growth, and a collaborative professional culture.
- Other info: Work in a detail-driven environment with opportunities for long-term career development.
- Why this job: Be a trusted advisor in a premium market and make a real impact on clients' lives.
- Qualifications: Experience with UHNW clients and strong relationship-building skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Certus Recruitment Group is partnering with a specialist, high-end advisory business operating in the UHNW space. This is a client-facing role for someone comfortable working with sophisticated individuals, complex requirements, and long-term relationship building.
You’ll act as a trusted advisor, converting warm and qualified leads into clients through a high-touch, consultative sales process. This role suits someone who understands discretion, credibility, and the expectations of UHNW individuals, whether from private banking, wealth management, investment advisory, luxury services, or similar environments.
The Role
- Act as a key point of contact for UHNW prospects, guiding them through a structured advisory journey
- Convert inbound and referred leads into active clients through consultative engagement
- Conduct detailed discovery to understand client objectives and requirements
- Work closely with internal teams to ensure a seamless onboarding and client experience
- Build and nurture long-term relationships with clients and introducers
- Maintain accurate records and pipeline management via CRM
- Represent the business professionally in meetings and industry settings
What They’re Looking For
- Proven experience working with UHNW or HNW clients in some capacity
- Background in advisory, private banking, wealth management, investment services, luxury sales, or similar
- Strong communication and relationship-building skills
- Comfortable operating in a regulated, detail-driven environment
- Commercially astute, confident, and credible with senior stakeholders
- London-based and happy working 3 days per week in the office
What’s On Offer
- Uncapped commission
- Exposure to a highly sophisticated client base
- Clear opportunity to build a long-term career in a specialist advisory environment
- Collaborative, professional culture with high standards
This is an excellent opportunity for someone who enjoys trusted-advisor sales, values quality over volume, and wants to work in a genuinely premium segment of the market.
Certus Recruitment is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across the UK, Europe, North America, and Australia.
Client Advisor employer: Certus Recruitment Group
Certus Recruitment Group is an exceptional employer, offering a collaborative and professional culture that prioritises high standards and long-term relationship building. With uncapped commission and exposure to a sophisticated client base, employees have clear opportunities for career growth in a specialist advisory environment, making it an ideal place for those seeking meaningful and rewarding employment in London.
StudySmarter Expert Advice🤫
We think this is how you could land Client Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the UHNW space. Attend industry events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships is key!
✨Tip Number 2
Practice your consultative skills. Role-play scenarios where you engage with clients, asking open-ended questions to uncover their needs. The more comfortable you are in these conversations, the better you'll convert leads into clients.
✨Tip Number 3
Stay organised! Use a CRM system to keep track of your interactions and follow-ups with prospects. This will help you maintain a professional image and ensure no lead falls through the cracks.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who can thrive in a high-touch advisory role. Show us what you’ve got and let’s get you started on this exciting journey!
We think you need these skills to ace Client Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Advisor. Highlight your experience with UHNW clients and any relevant skills that show you can handle complex requirements and build long-term relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully converted leads into clients and built trust with sophisticated individuals.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your strong communication skills. Keep it professional yet personable, showing us that you can engage effectively with senior stakeholders.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Certus Recruitment Group
✨Know Your Audience
Before the interview, do your homework on the company and its clientele. Understand the nuances of working with UHNW individuals and be prepared to discuss how your experience aligns with their expectations. This shows you’re not just interested in the role, but also in the people you'll be serving.
✨Showcase Your Consultative Skills
During the interview, highlight your ability to engage in consultative sales. Share specific examples of how you've successfully converted leads into clients by understanding their needs and building trust. This will demonstrate your capability to act as a trusted advisor.
✨Emphasise Relationship Building
Make it clear that you value long-term relationships over quick wins. Discuss strategies you've used to nurture client relationships and how you maintain communication. This is crucial in a role that focuses on high-touch engagement with sophisticated clients.
✨Be Professional Yet Approachable
In a client-facing role, it's important to strike the right balance between professionalism and approachability. Practice your communication style to ensure you come across as credible yet relatable. This will help you connect with both the interviewers and potential clients.
