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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 those seeking independence without isolation in a supportive environment.
The predicted salary is between 72000 - 108000 £ 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 wealth management sector. Attend industry events, seminars, and conferences where UHNW individuals and family offices are likely to be present. Building relationships with key players can open doors to opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in private banking and wealth management. Share insights on market trends, alternative investments, and client success stories to position yourself as a thought leader in the field.
✨Tip Number 3
Research the company thoroughly before applying. Understand their unique approach to wealth management and how they differentiate themselves from traditional institutions. This knowledge will help you articulate how your experience aligns with their vision during interviews.
✨Tip Number 4
Prepare to discuss your existing UHNW client base and how you can leverage those relationships to benefit the firm. Highlight your understanding of alternatives and holistic wealth structuring, as these are key aspects of the 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 enthusiasm for the role and the company’s innovative approach to wealth management. Discuss how your background aligns with their values and how you can contribute to their growth.
Highlight Relevant Skills: Emphasise your understanding of alternatives and holistic wealth structuring in your application. Mention any specific tools or technologies you have used that align with the company's focus on modern wealth management.
Showcase Your Client Relationships: Detail your established UHNW client base and how you have successfully managed those relationships. This will demonstrate your capability to thrive in a client-first environment and your potential to contribute to the firm's expansion.
How to prepare for a job interview at H-Squared
✨Showcase Your Client Relationships
Highlight your established UHNW client base during the interview. Be prepared to discuss how you've built and maintained these relationships, as this is crucial for the role.
✨Demonstrate Industry Knowledge
Familiarise yourself with the latest trends in private banking and wealth management. Discuss your understanding of alternatives and private markets, as this will show your expertise and alignment with the company's innovative approach.
✨Emphasise a Collaborative Mindset
The company values a low-ego, collaborative culture. Share examples of how you've worked effectively within teams and contributed to a positive work environment, showcasing your fit with their ethos.
✨Prepare Questions About Their Vision
Come prepared with insightful questions about the company's future and how you can contribute to shaping it. This demonstrates your long-term mindset and genuine interest in being part of their growth.
