Relationship Manager/Client Advisor - UHNW
Relationship Manager/Client Advisor - UHNW

Relationship Manager/Client Advisor - UHNW

London Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • 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 client-first solutions and entrepreneurial growth.
  • Qualifications: Experience in private banking or UHNW advisory is essential; a passion for innovative wealth solutions is a plus.
  • Other info: This role offers independence without isolation, supporting your professional growth.

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

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

Relationship Manager/Client Advisor - UHNW employer: JR United Kingdom

H-Squared is an exceptional employer, offering a unique opportunity for Relationship Managers and Client Advisors in the heart of London. With a disruptive, client-first platform that prioritises independence and transparency, employees benefit from a collaborative culture led by a low-ego leadership team, generous revenue sharing, and long-term equity potential. This role not only allows for personal growth and the chance to shape the future of wealth management but also provides the infrastructure and support needed to elevate client offerings without the constraints of traditional institutions.
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Contact Detail:

JR United Kingdom 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 present. Building relationships with key players can give you an edge in landing this role.

✨Tip Number 2

Leverage social media platforms like LinkedIn to connect with current employees at H-Squared or similar firms. Engaging with their content and reaching out for informational interviews can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Stay updated on trends in private banking and wealth management, especially regarding alternatives and holistic wealth structuring. Being well-informed will not only help you in interviews but also demonstrate your genuine interest in the field.

✨Tip Number 4

Consider joining professional associations related to wealth management or private banking. These organisations often provide resources, networking opportunities, and job boards that can be beneficial in your job search.

We think you need these skills to ace Relationship Manager/Client Advisor - UHNW

Client Relationship Management
Understanding of Ultra High Net Worth (UHNW) Client Needs
Private Banking Experience
Multi-Family Office Knowledge
Holistic Wealth Structuring
Knowledge of Alternative Investments
Private Markets Expertise
Strong Communication Skills
Negotiation Skills
Financial Analysis
Regulatory Compliance Awareness
Problem-Solving Skills
Entrepreneurial Mindset
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private banking, multi-family offices, or UHNW advisory. Emphasise your understanding of alternatives and holistic wealth structuring to align with the job requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your desire to move away from institutional constraints. Discuss how your background and mindset align with the entrepreneurial culture of the company and how you can contribute to their growth.

Highlight Relevant Achievements: In both your CV and cover letter, include specific examples of how you've successfully managed UHNW clients or teams. Use metrics where possible to demonstrate your impact and effectiveness in previous roles.

Research the Company: Familiarise yourself with the company's values and mission. Understanding their client-first approach and innovative platform will help you articulate why you're a great fit during the application process.

How to prepare for a job interview at JR United Kingdom

✨Showcase Your Experience

Make sure to highlight your background in private banking or multi-family office settings. Discuss specific examples of how you've successfully managed UHNW clients and the unique solutions you've provided.

✨Understand the Company’s Vision

Research the pioneering multi-family office and its approach to wealth management. Be prepared to discuss how your values align with their client-first platform and how you can contribute to their innovative strategies.

✨Demonstrate Knowledge of Alternatives

Since the role requires an understanding of alternatives and private markets, brush up on current trends and be ready to discuss how these can benefit clients. This will show your expertise and readiness to offer differentiated solutions.

✨Emphasise Long-Term Mindset

Express your commitment to building lasting relationships with clients. Share your vision for shaping the future of private wealth management and how you plan to support clients' long-term goals without the pressure of sales targets.

Relationship Manager/Client Advisor - UHNW
JR United Kingdom
J
  • Relationship Manager/Client Advisor - UHNW

    London
    Full-Time
    72000 - 108000 £ / year (est.)

    Application deadline: 2027-05-26

  • J

    JR United Kingdom

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