The employer is an established international investment and wealth management group serving private and institutional clients across multiple global financial centres. This position sits within its US-regulated wealth advisory business and focuses on high-net-worth and ultra-high-net-worth clients across the Northeast.

The Opportunity

We are looking for an accomplished private wealth professional with an established presence in the Northeast US market and a strong record of developing HNW and UHNW relationships.

This is a senior commercial role combining new client acquisition, relationship management and strategic wealth advisory. You will be responsible for growing assets and new business while managing a significant portfolio of sophisticated private clients.

A strong existing network is essential. The successful person will be comfortable originating opportunities independently, developing trusted relationships with wealthy individuals and families, and converting prospects into long-term clients.

Key Responsibilities

Develop new HNW and UHNW business across the Northeast US.

Build a sustainable pipeline through existing relationships, referrals and professional networks.

Take ownership of agreed client-acquisition and net-new-money objectives.

Manage and expand a portfolio of private wealth relationships.

Understand clients’ personal, family and business priorities and identify appropriate financial solutions.

Advise clients across investments, lending, banking, fiduciary and broader wealth-management needs.

Bring together internal investment, credit, estate-planning and specialist teams to provide coordinated solutions.

Develop relationships with professional advisers, intermediaries and other potential referral partners.

Maintain high standards of regulatory, fiduciary and risk compliance.

What We’re Looking For

You will bring substantial experience within private banking, wealth management or a comparable client-facing financial-services environment, with demonstrable success winning and retaining HNW/UHNW clients.

We are particularly interested in candidates with:

A strong network of HNW/UHNW individuals, families, entrepreneurs and business owners across the Northeast.

An existing transferable client portfolio or a highly credible prospect network with clear conversion potential.

A proven record of generating new assets and building profitable client relationships.

Strong knowledge of sophisticated private wealth requirements.

The credibility and communication skills to advise demanding senior clients.

A commercial and entrepreneurial approach to business development.

Experience working with investment, lending, estate-planning and other wealth specialists.

Strong awareness of regulatory and fiduciary responsibilities.

Willingness to travel regularly throughout the Northeast.

Fluent English is required. Italian, Spanish, French or German would be advantageous.