Senior Client Advisor

Senior Client Advisor – London

The Opportunity

We are working with a highly regarded international private banking and wealth management institution with an established presence in London and a strong reputation for delivering bespoke solutions to high-net-worth and ultra-high-net-worth clients.

The firm combines private banking, investment management, wealth planning and lending capabilities, providing clients with a genuinely holistic approach to managing and preserving their wealth.

As part of continued growth in the UK, they are looking to appoint a Senior Client Advisor to join their London team.

This is an excellent opportunity for an experienced Private Banker, Client Advisor or Relationship Manager looking to work with sophisticated clients within a high-touch, relationship-led environment.

The Role

As a Senior Client Advisor, you will take responsibility for developing and managing a portfolio of high-net-worth and ultra-high-net-worth clients, acting as a trusted point of contact across their broader banking and wealth management requirements.

You will work closely with investment specialists, wealth planners, credit professionals and other internal teams to deliver tailored solutions based around each client's individual circumstances and objectives.

Key responsibilities will include:

• Managing and developing a portfolio of HNW and UHNW clients
• Building long-term, trusted relationships with private clients and their families
• Understanding clients' financial objectives, investment requirements and wider wealth needs
• Identifying opportunities across private banking, investment management, lending and wealth planning
• Working collaboratively with investment and product specialists to deliver bespoke client solutions
• Developing new client relationships through professional networks, referrals and business development activity
• Maintaining a strong understanding of financial markets and the wider wealth management landscape
• Ensuring consistently high standards of client service and engagement
• Supporting the retention and growth of existing client relationships
• Working within the firm's regulatory, risk and compliance framework

About You

We are interested in speaking with experienced professionals from a private banking, wealth management or investment management background

The successful candidate will have a strong track record of managing sophisticated private clients and developing long-term commercial relationships.

You will be commercially minded, highly personable and comfortable operating in an environment where discretion, trust and attention to detail are paramount.

Relevant experience working with HNW/UHNW individuals, families, entrepreneurs, business owners or family offices would be highly advantageous.

What We're Looking For

• Proven experience within private banking, wealth management or a closely related environment
• Demonstrable experience managing and developing HNW/UHNW client relationships
• Strong commercial and business development skills
• Excellent communication and interpersonal skills
• A sophisticated understanding of clients' wider wealth requirements
• The ability to work collaboratively with investment and specialist teams
• Strong attention to detail and a high level of professionalism
• Relevant financial services qualifications

Who we are at Bayford Hale

Bayford Hale is a specialist recruitment consultancy focused on Financial Planning, Wealth Management, Asset Management, Private Banking and Family Office appointments across the UK and internationally.