PRIVATE CLIENT ADVISOR EUROPE

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Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies focused on various sectors. They possess expertise in asset management, technology, capital markets, commodities, and infrastructure, and are building a next-generation platform business.

With offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, they are licensed and regulated across multiple jurisdictions. They offer innovative, flexible, and tailored cross-border investment solutions, including absolute return, multi-asset, and institutional funds, with offshore and UCITS structures.

The firm is licensed in the UK, the EU, the UAE (SCA), and will be licensed in Australia in 2024.

The Candidate They Seek

They are looking for highly skilled Level 4 qualified advisers to join their dynamic team. Candidates should demonstrate adaptability, expertise, and a global perspective. The role is flexible regarding location, welcoming candidates from the UK, Europe, or the UAE, and supporting transitions between these regions.

The Must-Haves

• Ambitious and driven for success
• Passionate about serving international clients
• Minimum Level 4 UK qualification (consider Level 3 if based in the UAE)
• At least £10m clean AUM (excluding regular savings products)
• Proven track record of building a client bank

What They Offer

Advisers can serve clients across all offices, offering advice, portfolio management, tax planning, property finance, and protection. They provide comprehensive support including licensing, compliance, products, processes, and lead generation.

Benefits include:

• Collaborative environment encouraging innovation
• Opportunity to build your own advice practice within their regulatory framework
• Consistent advice standards across offices
• Strong asset management background
• Support for advisers planning future business exit
• Private medical insurance
• Remote working and development opportunities
• Retirement and savings plans
• Paths to chartered status in various fields

Please note: This role suits experienced UK investment advisers serving European expatriates. It is client-facing, sales-driven, and not suitable for accounting, auditing, or financial management professionals.

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