The Agency is recruiting for a Senior Wealth Adviser on behalf of our client.

International Wealth Platform: Join a respected global private wealth business with exposure to sophisticated international clients and solutions.

Client Relationship Ownership: Take ownership of a high-value client portfolio with the opportunity to expand and deepen long-term relationships.

Professional Growth & Influence: Work alongside experienced specialists in a collaborative environment that values expertise, market insight, and client impact.

• Manage and develop relationships with high-net-worth clients while overseeing a profitable portfolio.
• Provide tailored wealth, investment, and banking guidance within a regulated advisory environment.
• Support business growth through networking, referrals, and identifying opportunities within existing client relationships.
• Collaborate with internal specialists to deliver comprehensive solutions and maintain exceptional client service standards.

Requirements:

• Strong background within private banking or wealth management, particularly with high-value client portfolios.
• Demonstrated ability to grow client relationships and deliver results within a regulated financial environment.
• Solid understanding of compliance, governance, and suitability requirements related to financial advice.
• Relevant investment qualification at Level 4 or Level 6 standard, with ongoing professional development commitment.

Salary: US$94,000 – US$134,000 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 alistair@theagency.ky.