Private Equity Advisor

About the role

The successful candidate will work with high‑net‑worth and internationally mobile clients, providing comprehensive wealth advice and introducing sophisticated investment opportunities beyond traditional portfolios. Advisors are supported by a strong operational infrastructure and investment platform, enabling focus on long‑term client relationships and asset growth.

Key responsibilities

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

Required profile

• Hold CISI Level 3 (Level 4 preferred) or equivalent financial advisory qualification.
• 5+ years’ experience in wealth management, financial advisory or private banking.
• Strong relationship‑building and client development skills.
• Entrepreneurial mindset and motivation to build a successful advisory practice.

Required skills

• Knowledge of private equity, venture capital, litigation funding, quantitative FX strategies, digital assets, precious metals, luxury assets and structured income opportunities.
• Ability to introduce clients to alternative and private market investment strategies.

What we offer

• No existing AUM required to be considered.
• Direct access to senior leadership in a boutique wealth management environment.
• Infrastructure allowing focus on client relationships and AUM growth.
• Exposure to international HNW and UHNW investors with significant long‑term earnings potential.