Investment Advisor

Balfour Capital Group; Italia; In loco; EUR 100.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

ESOP programme

Descrizione del lavoro

Balfour Capital Group is expanding its independent advisor network and seeks experienced financial sales professionals to join as Independent Investment Advisors on a commission-only basis.

Advisors operate as independent contractors with full autonomy over their schedule and client engagement, supported by Balfour's product suite and senior management. This platform targets seasoned practitioners seeking a sophisticated platform to grow their advisory practice.

Competenze

• Minimum five years in HNW advisory, wealth management, or institutional sales.
• Established client relationships and ability to build business independently.
• Understanding of regulatory obligations in home jurisdiction.
• Consultative, client-first approach with strong commercial instincts.

Mansioni

• Identify, engage, and onboard high-net-worth and institutional clients.
• Leverage partner products to reach diverse client objectives.
• Collaborate with investment team to develop client proposals.
• Maintain KYC, AML, and compliance documentation.
• Stay informed on macroeconomic developments and regulatory changes in home jurisdiction.

Conoscenze

HNW advisory

Independent sales

Wealth management

Regulatory knowledge

Descrizione del lavoro

This is an independent contractor engagement. Compensation is structured on a commission-only, production-linked basis; no base salary or guaranteed income is associated with this role. Candidates should have established client relationships and the ability to develop business independently, within the bounds of any existing contractual obligations owed to current or former employers.

About Balfour Capital Group

Balfour Capital Group is a global investment advisory firm providing institutional-quality investment solutions spanning Commodities, Currencies, Fixed Income, ETFs, and Precious Metals. The firm operates across multiple jurisdictions, with group entities and regulatory standing being established and maintained in line with the markets it serves.

Beyond fund management, Balfour Capital Group operates a full-service investment advisory practice, working alongside world-class financial institutions to provide advisors and their clients with access to a carefully curated suite of institutional-grade products and solutions. This infrastructure allows the firm to serve a broad and diverse client base — from high-net-worth individuals to sophisticated institutional investors — with the depth and rigour typically reserved for the largest players in global finance.

Balfour Capital Group is built on a foundation of rigorous market expertise, multi-jurisdictional regulatory standing, and a commitment to delivering measurable outcomes for clients.

The Role

Balfour Capital Group is expanding its independent advisor network and is seeking experienced financial sales professionals to join as Independent Investment Advisors. This engagement is designed for seasoned practitioners seeking a sophisticated, well-resourced platform on which to deepen and grow their advisory practice.

Advisors operate as independent contractors, with full autonomy over their schedule, business model, and client engagement strategy, supported by Balfour's infrastructure, product suite, and senior management team.

Responsibilities

• Identify, engage, and onboard high-net-worth and institutional clients across target markets
• Leverage Balfour's portfolio of partner products and investment solutions to address diverse client objectives and grow your advisory practice
• Collaborate with the firm's investment team to develop tailored strategies and client proposals
• Maintain rigorous KYC, AML, and compliance documentation in line with applicable regulatory standards
• Stay current on global macroeconomic developments, market conditions, and regulatory requirements in your home jurisdiction

Candidate Profile

• Established client relationships: Candidates should demonstrate a track record of managing and maintaining HNW or institutional client relationships, and the ability to build business independently in compliance with any non-solicitation or restrictive covenants owed to prior firms
• A minimum of five years of relevant experience in HNW advisory, wealth management, private banking, or institutional sales
• Demonstrated understanding of regulatory obligations relevant to financial advisory in your home jurisdiction
• A consultative, client-first approach with strong commercial instincts and the ability to operate independently

Regulatory & Licensing

Advisors must hold, or be willing and able to obtain, all licences, registrations, and authorisations required to conduct investment advisory or distribution activity in their home jurisdiction. Balfour Capital Group does not sponsor or support any activity that would constitute unlicensed regulated activity in any jurisdiction.

This engagement is not an offer of employment or securities in any jurisdiction in which such an offer would be unlawful or would require additional registration or authorisation not currently held.

Compensation

This is a commission-only engagement. Compensation is directly tied to production and client acquisition activity, with uncapped upside for high performers. Individual outcomes vary significantly and depend on the advisor's book, activity, market conditions, and other factors; no specific earnings level is represented or guaranteed.

Leading producers may also be considered for participation in the firm's long-term ESOP programme, subject to eligibility, board approval, and any applicable regulatory requirements.

The Balfour Platform

Advisors joining Balfour Capital Group gain access to:

• A diverse range of partner investment products and solutions, enabling advisors to serve a broad client spectrum with confidence
• Regular market intelligence and training delivered by senior members of the investment team
• Institutional-grade front and back-office infrastructure
• A global events programme, with live investor and client events held across key markets
• Direct access to senior leadership throughout the engagement

About Our Leadership

Balfour Capital Group holds membership with the Hedge Fund Association (Member #778), an industry trade body. The firm's Chief Investment Officer, Steve A. Lawrence, is a recognised voice in global markets, regularly featured on CNBC and the New York Stock Exchange, and cited in Bloomberg, Reuters, Finance Asia, and Asian Investor.

Balfour Capital Group is committed to building a diverse and inclusive advisor network and welcomes applications from qualified professionals across all backgrounds.