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- Tasks: Guide UHNW clients through a tailored 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.
- 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 communication skills are essential.
- Other info: Work in a detail-driven environment with opportunities for long-term career development.
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 in London employer: Certus Recruitment Group
Contact Detail:
Certus Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor in London
✨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 to keep track of your interactions and follow-ups with prospects. This will help you maintain those long-term relationships and ensure no lead falls through the cracks.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals who can thrive in a high-touch environment. Show us your passion for client advisory and let’s get the conversation started!
We think you need these skills to ace Client Advisor in London
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 in advisory or wealth management. We want to see how you can bring value to our team!
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 built relationships and converted leads in the past. We love a good story!
Showcase Your Communication Skills: Since this role is all about relationship building, make sure your written application reflects your strong communication skills. Keep it professional yet personable, just like you'd interact with a UHNW client. We appreciate clarity and confidence!
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. Plus, it shows you're keen to join our team!
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 where you've successfully converted leads into clients by understanding their needs and providing tailored solutions. This will demonstrate your capability to act as a trusted advisor.
✨Emphasise Relationship Building
Talk about your experience in nurturing long-term relationships. Be ready to discuss strategies you've used to maintain client engagement and satisfaction. This is crucial for a role that revolves around building trust and credibility with sophisticated clients.
✨Be Professional and Personable
In a client-facing role, first impressions matter. Dress appropriately and maintain a professional demeanour, but don’t forget to let your personality shine through. Being personable can help establish rapport, which is key when dealing with high-net-worth individuals.
