Private Banker / Investment Manager / Chartered Financial Planner
Employer:
Confidential – independent UK wealth & asset management firm
Location:
London
We're partnering on a
confidential search
for an independent UK wealth & asset manager with a boutique, client-first culture. They're hiring proven
revenue generators
to grow and deepen high-quality HNW/UHNW relationships.
The opportunity
* Originate and grow HNW/UHNW client relationships; drive
net new money
and retention
* Deliver first-class advice and/or discretionary portfolio management
* Work closely with planning and investment teams to increase wallet share
* Maintain exemplary compliance, documentation and client comms
You'll be a strong fit if you have
* A clear
revenue track record
(last 12–24 months new money / AUM growth you can evidence)
* Portable relationships
(subject to covenants) + strong introducer network (accountants/solicitors/CF)
* HNW/UHNW coverage; comfortable building and defending a quality book
* Qualifications:
CISI Chartered Wealth Manager and/or CII Chartered/FPFS (STEP a plus)
* Low-ego, boutique mindset; collaborative, client-first, high integrity
Apply (confidential)
Email
with:
* Current
book size
and last
12m net new money
* Covenants
(notice / non-solicit / gardening leave)
* Qualifications
,
location
, and
availability