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- Tasks: Lead client relationships and provide tailored wealth management solutions.
- Company: Join a pioneering multi-family office redefining wealth management with innovative technology.
- Benefits: Enjoy flexible working, generous revenue share, and long-term equity opportunities.
- Why this job: Be part of a collaborative culture focused on genuine client alignment and impactful solutions.
- Qualifications: Must have an established UHNW client base and experience in private banking or advisory.
- Other info: Ideal for entrepreneurial spirits seeking independence without isolation.
The predicted salary is between 43200 - 72000 £ 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
We are seeking individuals or small teams who bring:
- An established UHNW client base
- 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
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.
Relationship Manager/Client Advisor - UHNW employer: H-Squared
Contact Detail:
H-Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager/Client Advisor - UHNW
✨Tip Number 1
Network strategically within the ultra-high-net-worth (UHNW) community. Attend exclusive events, seminars, and conferences where potential clients or industry leaders gather. Building relationships in these settings can help you establish credibility and showcase your expertise.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with other professionals in the wealth management sector. Share insightful content related to UHNW advisory and engage with posts from industry leaders to increase your visibility and demonstrate your knowledge.
✨Tip Number 3
Consider collaborating with complementary service providers, such as tax advisors or estate planners, who already work with UHNW clients. This can lead to referrals and enhance your reputation as a trusted advisor in the wealth management space.
✨Tip Number 4
Stay updated on the latest trends and developments in private markets and alternative investments. Being well-informed will not only boost your confidence but also allow you to provide valuable insights to potential clients, making you a more attractive candidate for this role.
We think you need these skills to ace Relationship Manager/Client Advisor - UHNW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private banking or wealth management, especially any work with UHNW clients. Use specific examples to demonstrate your success and the value you can bring to the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for reimagining wealth management and how your background aligns with the company's values. Mention your established client base and your desire to offer differentiated solutions.
Showcase Your Understanding of Alternatives: Demonstrate your knowledge of alternative investments and holistic wealth structuring in your application. This could be through specific projects you've worked on or insights into market trends that are relevant to the role.
Highlight Cultural Fit: Emphasise your alignment with the company's collaborative and high-integrity culture. Share examples of how you've worked in low-ego environments and contributed to team success, as this is crucial for their entrepreneurial approach.
How to prepare for a job interview at H-Squared
✨Showcase Your Client Relationships
Make sure to highlight your established UHNW client base during the interview. Discuss specific examples of how you've built and maintained these relationships, as this will demonstrate your value to the company.
✨Understand the Company’s Unique Approach
Familiarise yourself with the company's disruptive, client-first platform. Be prepared to discuss how their blend of technology and alternatives aligns with your own approach to wealth management.
✨Emphasise Your Independence
Since the company values independence without isolation, share experiences where you successfully operated autonomously while still collaborating effectively with teams. This will show that you can thrive in their culture.
✨Demonstrate a Long-Term Vision
Articulate your long-term mindset and how you plan to contribute to shaping the future of private wealth management. This aligns with the company's goal of building lasting relationships and solutions for clients.
