Private Equity Advisor
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- 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.
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