Wealth Advisor - Private Banking

About the role

A multi-award-winning private bank and wealth manager, headquartered in the Isle of Man with branches in London, Jersey and a representative office in the UAE, is recruiting a Wealth Advisor. The role manages, maintains and grows a personal portfolio of High Net Worth (HNW) clients in a closely regulated environment, delivering compliant wealth advice and strong client outcomes. It is an individual contributor role with full accountability for the client portfolio, revenue delivery and asset growth.

Key responsibilities

• Act as relationship manager for a portfolio of private clients, owning every aspect of the relationship
• Deliver compliant financial, investment and lending advice in line with company policy and regulations
• Provide high-quality service across banking, investments, fiduciary and credit solutions, including cross-selling
• Build trusted client relationships through proactive engagement and high service standards
• Support complex client needs by collaborating with specialists and senior colleagues
• Drive business growth by originating new clients, expanding wallet share and securing referrals and network business
• Manage and grow a profitable personal book of business aligned to the £1m+ client segment
• Provide direct line management for Wealth Advisers and/or Wealth Executives (Senior Wealth Manager duties)
• Meet individual financial and business development targets and promote the business externally
• Maintain suitable, well-documented advice and uphold ethical standards and risk awareness
• Keep up to date with regulatory, professional body and training requirements, and contribute to team knowledge sharing

Required profile

• Significant experience in wealth management or private banking
• Proven ability to advise HNW clients (£1m+) and manage complex client relationships
• Track record of building and growing a personal client portfolio in a regulated environment
• Understanding of regulatory expectations, conduct risk and advice suitability
• Commercial awareness with a disciplined risk and governance focus

Required skills

• RDR-compliant investment qualification: minimum Level 4 (Level 6 essential for Senior Wealth Adviser)
• CeMAP or equivalent regulated lending qualification desirable, or willingness to obtain it
• Maintenance of CPD, professional membership and regulatory standing