Jobs · Sales · Massachusetts

Client Advisor

Oscar · Boston, MA · 1 wk ago
On-siteSalesFull-time

About the role

Join a globally established advisory firm operating at the top end of private wealth. The business helps high-net-worth and ultra-high-net-worth clients create more options around where they live, work, travel and invest through international residence, citizenship and global mobility strategies.

This is a highly international environment where trust, relationships and reputation matter. The role focuses on high-end relationship building and business development rather than traditional sales. You'll build relationships with wealthy individuals, entrepreneurs, and families, understand their global objectives, and connect them with the right specialists. Additionally, you'll develop referral relationships with private bankers, wealth managers, family offices, lawyers, and other trusted advisors. The goal is to build a strong network, turn relationships into opportunities, and grow your own book of business.

Requirements

  • Experienced with HNW/UHNW clients or senior decision-makers
  • Strong at consultative, relationship-led sales
  • Well connected across wealth, finance, investment, or professional services
  • Commercial, ambitious, and comfortable generating new business
  • Polished, credible, and discreet
  • Genuinely interested in international business and global affairs

Qualifications

Backgrounds in private banking, wealth management, family offices, investment advisory, luxury real estate, global mobility, or high-level financial services sales could all translate well.

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