10 years hnw/uhnw relationship management experience
Series 7 and 63 regulatory license or cfp designation
Deep client relationship building skills
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Vanguard UK is seeking a Senior Wealth Advisor to provide personalized investment and wealth planning strategies to ultra-high-net-worth clients. The ideal candidate will have extensive experience in relationship management, particularly with high-net-worth clients, and will thrive in a collaborative, mission-driven culture.
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Job Summary
Vanguard is a mission-driven firm with a unique client-owned structure that aligns success directly with investor outcomes.
This role serves as the primary trusted partner for Vanguard's largest and most complex ultra-high-net-worth clients.
The position requires collaborating with specialists in estate planning, tax strategies, and private equity to deliver holistic financial outcomes.
Matching Summary
Match Score: 75
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Vanguard UK is seeking a Senior Wealth Advisor to provide personalized investment and wealth planning strategies to ultra-high-net-worth clients. The ideal candidate will have extensive experience in relationship management, particularly with high-net-worth clients, and will thrive in a collaborative, mission-driven culture.
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Skills & Requirements
Must-have
10 years HNW/UHNW relationship management experience
Series 7 and 63 regulatory license or CFP designation
Deep client relationship building skills
Personalized investment strategy development
Estate planning and tax strategy collaboration
Nice-to-have
MBA or JD preferred education background
Experience with family office solutions
Private equity and charitable planning knowledge
Strong coaching and mentoring capabilities
Hybrid working model adaptability
Key Requirements
Minimum 10 years of HNW/UHNW relationship management experience