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- Tasks: Lead the expansion of a pioneering wealth management platform with a client-first approach.
- Company: Innovative multi-family office redefining wealth management with cutting-edge technology.
- Benefits: Generous revenue share, long-term equity opportunities, and full support across various services.
- Other info: Dynamic environment with entrepreneurial leadership and a focus on client alignment.
- Why this job: Join a collaborative team and shape the future of private wealth management.
- Qualifications: Experience in private banking or UHNW advisory with a desire for independence.
The predicted salary is between 80000 - 120000 £ per year.
On behalf of a pioneering multi-family office, we are conducting a discreet search for experienced private client advisors, senior wealth managers, or teams with an established UHNW client base. This platform is reimagining wealth management through a modern lens—blending proprietary technology, deep alternatives access, and true family-office alignment. Founded by families, for families, our client is growing rapidly and now selectively inviting exceptional professionals to help lead their expansion across the UK and international markets.
Key Highlights
- Disruptive, client-first platform with elite-level tech, alternatives, and infrastructure
- Non-institutional model that offers genuine alignment, flexibility, and transparency
- Independence without isolation – full support across investment advisory, operations, legal, structuring, and client service
- Attractive commercial terms, including generous revenue share and long-term equity upside
- Entrepreneurial, low-ego leadership team with a collaborative, high-integrity culture
Ideal Candidate Profile
- A background in private banking, multi-family office, or ultra-high-net-worth advisory
- A desire to move away from institutional constraints and offer clients broader, more differentiated solutions
- Understanding of alternatives, private markets, and holistic wealth structuring
- A long-term mindset and appetite to help shape the future of private wealth management
What You’ll Gain
- A seat at the table of one of the most forward-thinking platforms in the MFO space
- The infrastructure and credibility to immediately elevate your client offering
- Flexibility to operate in a way that best serves your clients’ interests
- True alignment with clients and founders — no sales targets, no product push
- The opportunity to build long-term equity and be part of something lasting
Management Advisor in London employer: H-Squared
Contact Detail:
H-Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Management Advisor in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a pioneering firm.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing an article about trends in private banking or wealth management. This not only positions you as a thought leader but also attracts attention from potential employers looking for someone with your insights.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms that interest you, like the one we’re working with. Express your interest and share how your background aligns with their vision—this can set you apart from the crowd.
✨Tip Number 4
Utilise our website! We’ve got a range of resources and job listings tailored for professionals like you. Applying through us not only gives you access to exclusive opportunities but also connects you with a supportive community ready to help you land that dream role.
We think you need these skills to ace Management Advisor in London
Some tips for your application 🫡
Show Your Unique Value: When writing your application, make sure to highlight what makes you stand out. We want to see your unique experiences and how they align with our vision of reimagining wealth management. Don’t be shy—let your personality shine through!
Tailor Your Application: Take the time to customise your application for this role. We’re looking for candidates who understand the nuances of private banking and UHNW advisory. Make sure to connect your background and skills directly to what we’re seeking in the job description.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Use simple language to convey your thoughts effectively, making it easy for us to see why you’d be a great fit.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our innovative team!
How to prepare for a job interview at H-Squared
✨Know Your Stuff
Make sure you’re well-versed in the latest trends in wealth management, especially around alternatives and private markets. Brush up on your knowledge of how multi-family offices operate and be ready to discuss how you can bring value to clients in a non-institutional model.
✨Showcase Your Experience
Prepare to share specific examples from your background in private banking or UHNW advisory. Highlight instances where you've successfully navigated complex client needs or implemented innovative solutions that align with the client-first approach of the company.
✨Emphasise Cultural Fit
This role is all about collaboration and integrity. Be ready to discuss how your values align with the entrepreneurial, low-ego culture of the firm. Share stories that demonstrate your ability to work well in a team and your commitment to putting clients first.
✨Ask Insightful Questions
Prepare thoughtful questions that show your genuine interest in the company’s vision and growth. Inquire about their approach to client relationships and how they see the future of wealth management evolving. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.