Private Wealth Advisor

TN United Kingdom; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An innovative firm is seeking a motivated Fund Sales/Client Advisor to join their dynamic team in Central London. This role focuses on building relationships with High-Net-Worth individuals and families, providing tailored financial advice, and contributing to the firm's growth. With a hybrid work model, you will enjoy the flexibility of working both onsite and remotely while collaborating with internal teams to develop customized solutions. If you have a passion for client relations and a strong background in sales, this is an exciting opportunity to make a significant impact in a rapidly growing sector.

Qualifications

• 2-3 years of experience in sales or relationship management with HNWIs.
• Ability to communicate effectively with stakeholders.

Responsibilities

• Develop and implement sales strategies for acquiring new clients.
• Build and maintain relationships with existing clients.
• Conduct market research to identify new business opportunities.

Skills

Sales Strategies

Relationship Management

Market Research

Risk Management

Communication Skills

Education

RDR Level 4 Qualification

Job description

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Our client is an investment led Multi Family Office start-up company founded in 2022 with a focus on the Far Eastern region. They provide bespoke holistic and independent family financial advice around wealth structuring investment management and corporate finance. They're now looking for motivated, bright, talented individuals, with previous experience in the private client sector, or someone with relevant experience (relationship building and interacting with Chinese HNWIs) to join the team.

Title: Fund Sales/Client Advisor

Location: Central London (Hybrid 3 days onsite, 2 days remote 9am - 5pm)

Languages: Native Mandarin and fluent English

Contract type: Full time, permanent

Key Responsibilities

• Develop and implement sales strategies to acquire new clients and expand business relationships, with a focus on High-Net-Worth individuals and families.
• Build and maintain strong relationships with existing clients, understanding their family 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 for clients. - 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

Preferred Qualifications and Experience

• Native level Mandarin and fluent English is required for this role
• Ideally 2-3 years of experience in sales or relationship management, with exposure to HNWIs
• Relevant qualifications: RDR Level 4 (RDR Level 4 qualification must be completed prior to starting the role)
• Ability to digest information, take instructions, ask questions, and communicate effectively with all stakeholders
• Experience in event management, business development, and PR responsibilities would be considered favourably
• Key qualities: trustworthy, reliable, tenacious, resilient, thorough, and excellent attention to details