What are the responsibilities and job description for the Client Advisor position at Oscar?
Client Advisor - HNW / UHNW Private Clients
Boston | $90K-$100K Base Uncapped Commission
What if your next sales role wasn't about selling software - but helping successful people create more freedom around where they live, travel, invest and build their future?
We're partnering with a leading global advisory firm working with entrepreneurs, investors, founders and HNW/UHNW families on international residence, citizenship and global mobility.
The Opportunity
This is a relationship-led commercial role for someone who knows how to earn trust, build a network and turn strong relationships into business.
You'll work with sophisticated private clients making major international decisions around their families, businesses and lifestyles. You'll understand what they're trying to achieve, bring the right specialists into the conversation and own the relationship from first meeting through close.
A major part of the role is also building your own referral ecosystem across private banking, wealth management, family offices, legal, tax and other professional advisors.
Think private-client advisor meets rainmaker - not transactional sales.
What You'll Be Doing
Build relationships with HNW and UHNW individuals and families
Generate new business through networking, referrals and professional introducers
Develop partnerships with private bankers, wealth managers, lawyers, family offices and other trusted advisors
Run consultative conversations around complex international goals
Work alongside specialist teams to deliver tailored solutions
Build a long-term book of relationships and repeat/referral business
Represent the firm across Boston's private wealth and international business community
Who We're Looking For
You could come from private banking, wealth management, financial services, executive search, professional services or another relationship-led commercial environment.
What matters most is that you are:
- Comfortable engaging sophisticated, high-value clients
- Commercial and confident generating your own business
- Naturally good at building trust and long-term relationships
- Able to develop and leverage a strong professional network
- Curious about global markets, business and international affairs
- Polished, discreet and credible
- Hungry to build something and benefit from uncapped upside
Existing HNW relationships or a strong network of professional introducers would be highly valuable.
Why Consider It?
You'll be joining a globally established business while helping build its presence in Boston.
The client level is exceptional, the work is genuinely international, and successful advisors have the opportunity to build a valuable book of business that compounds through referrals over time.
$90K-$100K base uncapped commission with significant upside.
If you're commercially ambitious, relationship-driven and want to build a career around some of the world's most sophisticated private clients, apply today.
("high net worth" OR HNW OR UHNW OR "family office" OR "private equity" OR entrepreneurs OR founders)
AND
(referrals OR network OR relationships OR "business development" OR origination OR "client acquisition")
Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.
Salary : $90,000 - $110,000