Client Advisor

Certus Recruitment Group is partnering with a specialist, high-end advisory business operating in the UHNW space
. This is a client-facing role for someone comfortable working with sophisticated individuals, complex requirements, and long-term relationship building.

You’ll act as a trusted advisor, converting warm and qualified leads into clients through a high-touch, consultative sales process. This role suits someone who understands discretion, credibility, and the expectations of UHNW individuals, whether from private banking, wealth management, investment advisory, luxury services, or similar environments.

• Act as a key point of contact for UHNW prospects, guiding them through a structured advisory journey
• Convert inbound and referred leads into active clients through consultative engagement
• Conduct detailed discovery to understand client objectives and requirements
• Work closely with internal teams to ensure a seamless onboarding and client experience
• Build and nurture long-term relationships with clients and introducers
• Maintain accurate records and pipeline management via CRM
• Represent the business professionally in meetings and industry settings

• Proven experience working with UHNW or HNW clients in some capacity
• Background in advisory, private banking, wealth management, investment services, luxury sales, or similar
• Strong communication and relationship-building skills
• Comfortable operating in a regulated, detail-driven environment
• Commercially astute, confident, and credible with senior stakeholders
• London-based and happy working 3 days per week in the office

• Uncapped commission
• Exposure to a highly sophisticated client base
• Clear opportunity to build a long-term career in a specialist advisory environment
• Collaborative, professional culture with high standards

This is an excellent opportunity for someone who enjoys trusted-advisor sales
, values quality over volume, and wants to work in a genuinely premium segment of the market.

Certus Recruitment is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across the UK, Europe, North America, and Australia.