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Senior UK/US Wealth Advisor

Ref #: 50
Location: UK
Salary: Up to £125,000 + Bonus + Benefits
Type: Permanent

Join a leading fund manager and unleash your expertise in wealth management. Our client, a trailblazer in the industry, is seeking an accomplished UK/US Wealth Management Advisor to work with international and US-connected individuals in the UK.

A frontrunner in fund management, our client is committed to excellence. They are looking for a seasoned professional to specialise in US-private client services and play a key role in business development and relationship management.

As a pivotal team member, you'll be responsible for using your extensive experience to guide US clients through investments, tax efficiency and holistic financial planning.

Developing a coherent strategy aligning with clients' financial goals while ensuring compliance across diverse jurisdictions. The ideal candidate will have a proven track record in advising US clients, with expertise in coordinating investments, tax optimisation and comprehensive financial planning. A strong business development acumen and a tenacious, hunter sales personality are essential. A can-do attitude that drives your pursuit of new growth and excellence is crucial.

Tap into limitless possibilities, working with a dedicated team to make impactful strides in wealth management.

Application Process: Ensure your experience aligns with the outlined requisites and we will only contact those candidates who meet our criteria.

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