Private Wealth Advisor

We are partnering with a leading global investment firm to appoint a Private Wealth Advisor as part of its continued European expansion. This is an excellent opportunity for finance professionals looking to develop their expertise in financial markets, investments, and high-net-worth client advisory services within a highly respected international organisation.

The role requires a client-focused professional who can communicate investment strategies clearly, build trust, and deliver an exceptional service experience. You will work closely with senior teams across investments, research, trading, and client services.

Requirements

• Minimum 2 years’ experience working with private clients within banking or wealth management
• Strong understanding of financial markets, investment concepts, and current market trends
• Native-level European language skills, with fluent English highly advantageous
• CFA qualification beneficial
• Strong communication and relationship-building skills with a client-centric approach

Key Responsibilities

• Manage a portfolio of HNW clients, building and maintaining long-term relationships
• Act as the key link between clients and internal investment, research, trading, and service teams
• Provide proactive updates on portfolio activity, market developments, and investment strategy
• Deliver a high standard of client service and relationship management
• Develop advanced knowledge of financial markets and capital markets through a structured training programme