Private Client Advisor
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Company Overview
Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they 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 provide innovative, flexible, and transparent cross-border solutions, including absolute return, multi-asset, and institutional funds with both offshore and UCITS 5 fund structures. They hold licenses in the UK, EU, UAE (SCA), and Australia.
The Candidate They Seek
- Ambition and drive for success
- Passion for serving clients across borders
- Minimum Level 4 UK qualification (Level 3 considered if based in the UAE)
- At least £10m clean AUM (not tied in contracted regular savings products)
- Proven track record of building a client
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