Wealth Management Advisor in Edinburgh

Ultra High Net Worth Private Banker / Wealth Advisor / Relationship Manager

Locations: New York, London, Paris, Dubai, Riyadh, Singapore, Sao Paulo, Moscow, Beijing, Mumbai

Employment Type: Full-Time, Permanent

About the Company

Our client is a global financial institution – please apply to find out more.

With offices across key financial hubs, New York, London, Paris, Dubai, and Singapore — the firm provides holistic and highly personalized solutions to an exclusive international clientele.

Role Overview

The Ultra High Net Worth (UHNW) Private Banker / Wealth Advisor / Relationship Manager will be responsible for originating, managing, and developing relationships with UHNW individuals, family offices, entrepreneurs, and international investors. This role requires someone with a proven track record in growing assets under management, delivering tailored wealth strategies, and acting as a trusted strategic advisor across complex financial needs.

Key Responsibilities

• Develop and manage a portfolio of UHNW clients, ensuring exceptionally high service levels, confidentiality, and long-term relationship value.
• Identify new business opportunities, leveraging existing networks to attract and onboard high-value international clients.
• Deliver bespoke wealth management solutions including investment advisory, banking, credit, fiduciary strategies, philanthropy, estate planning, and multi-jurisdictional structuring.
• Partner with internal specialists (investment management, tax advisors, legal experts, alternative assets, etc.) to provide fully integrated client solutions.
• Conduct periodic reviews of client portfolios, ensuring alignment with objectives, risk tolerance, and market conditions.
• Maintain extensive knowledge of global financial markets, cross-border regulations, and wealth governance trends impacting UHNW clientele.
• Ensure full compliance with regulatory and internal policy frameworks across all jurisdictions.
• Represent the firm at high-level networking events, industry forums, and private client gatherings to enhance brand reputation and business development.

Candidate Profile

• Experience: Experience in private banking, UHNW wealth advisory, or relationship management in an international context.
• Network: Proven access to and trusted relationships with UHNW individuals, family offices, and sophisticated investors across multiple geographies.
• Expertise: Strong understanding of global investment products, structured solutions, alternative investments, financing, and wealth structuring strategies.
• Regulatory Knowledge: Familiarity with cross-border financial regulations, tax considerations, and compliance standards in major regions (US, Europe, Middle East, Asia).
• Languages: Proficiency in English required; additional languages (French, Arabic, Mandarin, etc.) highly desirable.
• Education: Bachelor’s degree required; CFA, CFP, STEP, MBA, or equivalent certifications preferred.

Personal Attributes:

• Exceptional interpersonal and communication skills
• High emotional intelligence, discretion, and integrity
• Entrepreneurial mindset with strong business development drive
• Ability to cater to complex and confidential client needs

What’s on Offer

• Highly competitive compensation package with performance incentives, bonuses, and potential equity participation.
• Global platform with multi-location support, world-class infrastructure, and access to leading investment expertise.
• Opportunity to work with sophisticated international clients and large, complex portfolios.
• Career growth within a respected private banking group operating across several financial capitals.

Application Process

Qualified candidates with a proven UHNW client network and international experience are encouraged to apply. Confidential inquiries welcomed