Fund Sales & Client Wealth 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

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.