The Agency is recruiting for a Private Wealth Advisor on behalf of our client.

High-Value Client Exposure: Build trusted relationships with sophisticated private clients and support their broader financial needs.

Relationship Growth: Play a key role in winning new business and expanding established client relationships.

Broader Advisory Experience: Collaborate with specialist teams across banking, credit, investments and wealth management.

• Manage and develop a portfolio of high-net-worth client relationships through proactive advice and tailored banking solutions.
• Identify new business opportunities while deepening existing relationships through effective client discovery and referrals.
• Coordinate with internal specialists across credit, investments, wealth and commercial banking to support complex client needs.
• Maintain strong portfolio quality while ensuring clients receive a high standard of ongoing relationship and banking support.

• 5–7 years’ experience providing banking, advisory and/or credit solutions to high-net-worth clients.
• University degree in Business, Finance, Banking or a related discipline, together with a relevant professional qualification or designation.
• Strong understanding of private banking, financial sales, credit solutions and relationship management.
• Excellent communication, negotiation and influencing skills, with proven ability to build and maintain senior client relationships.

Salary: US$128,000– US$208,000 per annum.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email patrick@theagency.ky.