Fund Sales Client Advisor

ELP Consult Ltd.; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

ELP Consult Ltd. in London seeks a sales/relationship professional to drive client acquisition and asset gathering for an investment led multi-family office.

The role focuses on High Net Worth individuals and families, delivering tailored family wealth advisory services and expanding the firm’s client base. Responsibilities include developing sales strategies, nurturing client relationships, conducting market analysis, and collaborating with internal teams to create bespoke wealth solutions.

Qualifications

• 2-3 years of professional experience in sales or relationship management with exposure to high net worth individuals.
• Some financial industry experience preferred.
• Tertiary educated; Chinese speaking preferred.
• Qualifications in the financial industry such as IMC, IAD, CFA, or RDR Level 4/6 are a plus.

Responsibilities

• Develop and implement sales strategies to acquire new clients and expand relationships with High Net Worth individuals.
• Build and maintain strong relationships with existing clients and tailor wealth advice.
• Conduct market research to identify new business opportunities.
• Collaborate with internal teams to develop customized family wealth solutions.
• Create a network of external advisors.
• Meet sales targets and contribute to firm growth.
• Risk management and control throughout the sales process.

Skills

Sales experience

Relationship management

Networking

Communication

Strategic planning

Event management

Education

University degree

Financial certifications desired (IMC/IAD/CFA/RDR)

Tools

CRM software

Job description

London, United Kingdom | Posted on 08/01/2025

This is a permanent position at an investment led MultiFamily Office which offers bespoke,holistic and independent family financial advice around wealth structuring, fundmanagement, and corporate finance. The successful candidate will have acrucial role to play on client acquisition and asset gathering. The company has launched aCayman fund which is invested in the global secondary markets and offers transparency,liquidity and diversity. The successful candidate will be expected to grow the asset baseof the Fund, as part of their holistic family wealth advice to their client base.

Responsibilities:

• Develop and implement sales strategies to acquire new clients and expandbusiness relationships, with a focus on High Net Worth individuals and families.
  
• Build and maintain strong relationships with existing clients, understanding theirfamily wealth aspirations and provide tailored advice.
  
• Conduct market research and analysis to identify new business opportunities.
  
• Collaborate with internal teams to develop customized family wealth solutions forclients.
  
• Create a network and eco system of external advisors.
  
• Meet sales targets and contribute to the overall growth of the firm.
  
• Risk management and effective control throughout the sales process.
  

Requirements

• 2-3 years of professional experience in sales or relationship management, withexposure to high net worth individuals
  
• Some financial industry experience would be preferred
  
• Tertiary educated, Chinese speaking preferred
  
• Qualifications in the financial industry such as IMC, IAD, CFA, RDR Level 4/6qualified will be considered positively
  
• Ability to digest information, take instructions, ask questions, and communicateeffectively with all stakeholders
  
• Experience in event management, business development and PR responsibilitieswould be considered favourably
  
• Display an inquisitive nature and possess sound problem solving skills
  
• Key qualities include: trustworthy, reliable, tenacious, resilient, thorough andexcellent attention to details
  
• For experienced sales candidate, please present a business plan showcasingexisting client base, revenue potential, future business pipeline, and businessdevelopment strategy