Client Advisor

Job Vacancy: Client Advisor

𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 16 St James’s St, London

𝗗𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁: Client Advisor (VP/Director Level)

𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗧𝗼: Co-CEO

𝗦𝗮𝗹𝗮𝗿𝘆: Competitive Benefits Package

𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁: Full-time, Permanent (Office 3 days, WFH 2 days is optional)

𝗧𝗵𝗲 𝗙𝗶𝗿𝗺

Saranac Partners is a private office for investments and more. As an independent firm we offer an alternative to traditional institutions, providing expertise on the breadth of situations our clients face. Working with international families, business owners and private investors, we deliver solutions across strategy, investments and financing. Our firm was founded in 2016 by colleagues with a shared vision of building enduring client partnerships, we are obsessive about service, anticipating needs and following through.

𝗥𝗼𝗹𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄

As the firm continues to grow, we are looking to add a high-quality Client Advisor to our London team. The role is intended for an ambitious advisor likely to be operating at VP/Director level who is looking to build a long-term advisory practice within a collaborative, investment-led firm.

Saranac is at an exciting stage of its development, with strong momentum, a growing client base and a clear long-term vision. We are investing selectively in talent to support that growth and to help shape the next phase of the business.

The role will appeal to individuals who value depth of advice, quality of relationships and long-term outcomes, and who are seeking an alternative to volume-driven or siloed advisory models.

𝗧𝗵𝗲 𝗥𝗼𝗹𝗲

• Act as a trusted advisor to a select group of private clients
• Develop new relationships aligned with Saranac’s long-term strategy
• Work closely with the investment team to deliver bespoke portfolio solutions
• Take ownership of the client experience, governance and ongoing engagement
• Contribute to the continued growth and evolution of the firm
  
  

𝗦𝗸𝗶𝗹𝗹𝘀 𝗮𝗻𝗱 𝗔𝘁𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝘀 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱

We Are Interested In Candidates Who Bring

• A growing book of business, with a small core of 5–8 clients they believe could transition over time
• A credible business development story, with a clear and repeatable approach to building trusted client relationships
• Strong investment literacy, with the ability to engage confidently across portfolios and structures
• Fluency across the full client lifecycle, including onboarding, structuring, tax considerations, reporting and ongoing client service
• The presence, judgement and discretion required to advise UHNW clients
• A strong cultural fit: collaborative, intellectually curious, client-first and long-term in outlook
• VP/Director level experience with a qualified and regulated Banker profile
  
  

𝗪𝗵𝗮𝘁 𝗪𝗲 𝗢𝗳𝗳𝗲𝗿

• A high-quality advisory and investment proposition
• Close proximity to senior leadership and decision-making
• The opportunity to build a long-term book within a supportive, non-siloed environment
• Highly competitive remuneration, aligned to long-term value creation
• A culture that values integrity, discretion and excellence
  
  

𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗮 𝗖𝗹𝗶𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗼𝗿 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗲𝗿 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽, 𝘄𝗲 𝗰𝗼𝘂𝗹𝗱 𝘄𝗲𝗹𝗰𝗼𝗺𝗲 𝗮 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻.