Senior Investment Advisor, UHNWIs & Family Offices, Bulge Bracket Private Bank, London

CompanyDelta Executive Search

LocationLondon Area, United Kingdom

Posted At12/5/2025

UK Visa Sponsorship Analytics

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

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Description

UHNW & Family Office Senior Investment Advisor, UK & Emerging Europe Coverage, London

Our client, a Bulge Bracket Private Bank, is looking to onboard a Senior Investment Advisor focused on covering UHNW & Family Office clients across the UK and Emerging Europe

The ideal candidate must come from a top-tier private banking institution with strong technical expertise in asset allocation, portfolio structuring and multi-asset investment advisory

Experience / Requirements:

10+ years experience in a similar role at top-tier private banking institution
Demonstrated track record and experience in asset allocation, portfolio construction and advising UHNW & Family Office clients
Strong ability to operate independently while also maintaining alignment to the institutional strategy and Relationship Management teams
Fluency in English