Private Equity Advisor

Responsibilities

• Develop and manage a portfolio of high-net-worth and internationally mobile clients
• Deliver holistic financial planning and investment advice
• Introduce clients to alternative investments and private market opportunities
• Generate new business through networking, referrals and professional partnerships
• Provide ongoing portfolio reviews and long-term wealth planning support

Requirements

• CISI Level 3 or equivalent financial advisory qualifications (Level 4 preferred)
• 5+ years of experience in wealth management, financial advisory or private banking
• Strong relationship-building and client development skills
• Entrepreneurial mindset and motivation to build an advisory practice
• Experience advising high-net-worth or expatriate clients preferred

About the Company

Our client is a rapidly growing boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients. They combine traditional financial planning with access to exclusive private market and alternative investment opportunities.