We are seeking a dynamic and entrepreneurial professional to establish and lead a new Wealth Management division within our boutique investment bank. This is a foundational leadership role that blends the opportunity of an early-stage venture with a robust, pre-qualified client pipeline.
Our investment bank specializes in advising entrepreneurs and business owners on company sales and capital transactions. As a result, we regularly work with high-net-worth individuals (HNWI) who are realising significant liquidity events... and we want to capitalise on this by offering them Wealth Management services.
The goal is to build a platform with £1bn AUM within 5 years.
About the Role
We are seeking a dynamic and entrepreneurial professional to establish and lead a new Wealth Management division within our boutique investment bank. This is a foundational leadership role that blends the opportunity of an early-stage venture with a robust, pre-qualified client pipeline.
Our investment bank specializes in advising entrepreneurs and business owners on company sales and capital transactions. As a result, we regularly work with high-net-worth individuals (HNWI) who are realising significant liquidity events... and we want to capitalise on this by offering them Wealth Management services.
The goal is to build a platform with £1bn AUM within 5 years.
Key Responsibilities
* Define the service model, investment philosophy, and operational infrastructure.
* Recruit, train, and lead a high-calibre team of advisors and support staff.
* Client Acquisition & Relationship Management
* Provide high-touch, holistic advisory services covering investment planning, estate structuring, tax optimization, and more.
* Serve as a trusted advisor during pivotal life events such as company sales, generational wealth transfers.
* Platform & product development
Required Experience & Qualifications
Tier 1 Private Banking Pedigree:
* 5+ years of experience within top-tier private banks, multi-family offices, or equivalent advisory firms, with direct responsibility for UHNW/HNW clients.
Proven Entrepreneurial Capability:
* Demonstrated track record in building new client books, teams, or business lines. Startup or platform-building experience strongly preferred.
Regulatory Knowledge:
* Familiarity with financial regulations, licensing, and compliance requirements relevant to private wealth management in key jurisdictions.
Company Description
Anesi Advisors is a London-based boutique investment bank that provides M&A advisory services to SME and lower mid-market business owners. We are focused on founder led companies - connecting with entrepreneurs and fighting for the best possible outcome for them in selling their businesses.
We work with some of the largest private equity investors in the world and are constantly inspired by the entrepreneurs we represent.
We spend most of our days laughing, hustling to find opportunities, and preparing materials for investors in a diligent manner. We need someone that has an entrepreneurial endeavour and is happy to have a go at anything that the business requires at any given point in time.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Investment Banking
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