Multi Asset Solutions, Client Advisor, FinTech, London

London, United Kingdom
19 Jan 2021
23 Jan 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are looking to grow their team as a result. Recent hires include talent from top tier Institutional, as well as Private Client, firms. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competition in what is a crowded market. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors.

They are looking for a well-rounded candidate who can look after a significant number of clients immediately. Due to taking an institutional approach to private clients, they are open to candidates from both Asset Managers and Private Banks. They are looking for someone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products along with having a deep understanding of the UK UHNWI market.

As with any role with a small, growing firm, this position will be broad in scope and there will be significant chances to take on responsibilities. Some key aspects of this role will include:
  • Building and maintaining relationships with substantial book of sophisticated private clients
  • Taking a consultative, solutions based, approach to clients
  • Suggesting and helping to deliver investment actions that will best align the client's portfolio with its objectives.
  • Be part of broader firm building initiatives

Whilst our client is prioritising the person over the CV, the ideal skill set would look like the following:
  • Top tier education and working experience
  • 5-10 years' experience in a client advisor role working with sophisticated investment products and/or sophisticated private advisers
  • Strong understanding of the private banking and asset management market
  • RDR Compliant
  • CFA / IMC Qualifications
  • Excellent communication skills essential
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Independent thinker
  • No ego
  • Applied knowledge of financial theories and investment solutions.

Due to demand we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss.

We can only respond to highly qualified candidates.

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