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HNW Private Client & Estates Advisor - Hybrid
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-13
Listing for:
Get Recruited
Full Time
position Listed on 2026-07-13
Job specializations:
-
Management
Portfolio & Asset Management
Job Description & How to Apply Below
Get Recruited is working with a prestigious Edinburgh brokerage to appoint a Private Client & Estates Advisor. This consultative, family-office style role focuses on landed estates and private wealth clients, demanding technical precision and high‑touch relationship management.
You will be the main contact for a portfolio of high‑value clients, navigate complex policy wordings with underwriters, and develop long-term relationships with estate managers, trustees, and private individuals in a
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