Senior Private Client Investment Advisor - Business Development

Your Role: As a Senior member of the Private Investment Office Desk, you'll play a crucial role in managing Private Client portfolios.

Business Development: Drive perpetual growth for HNWI by addressing their diverse financial needs. Collaborate with the internal Private Investment Office desk to align risk and wealth management strategies.

Qualifications and Essence: Demonstrate extensive wealth management experience with a proven track record of enhancing HNWI partnerships. Possess a driven sales persona and a can-do attitude for client development. Hold relevant qualifications such as the Investment Management Certificate and Diploma in Financial Planning.

Join Our Clients' Vision: Shape the future of Private Client Investment strategies as a senior team member. Experience an environment that celebrates expertise, innovation, and collaborative excellence.

If you're an accomplished professional ready to take your career to the next level, apply now.