The Role
Lead investment strategy, portfolio construction, asset allocation, investment research, risk management, and portfolio reporting for UHNW clients. Build relationships with investment managers, banks, custodians, and service providers while supporting client acquisition and AUM growth. Develop governance frameworks, expand the wealth management platform across global markets, provide thought leadership, and mentor junior talent.
Summary Generated by Built In
Our client is an independent investment banking and corporate advisory firm. They are looking to hire a dynamic and entrepreneurial Senior Investment Advisor to join their Wealth Management division. The ideal candidate must have an existing knowledge of
asset management, wealth management banking, structured finance and basic
accounting.
Key Responsibilities:
Key Responsibilities:
Investment Strategy & Advisory
- Leading investment strategy and portfolio construction.
- Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
- Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
- Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
- Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
- Build and oversee robust risk management processes.
- Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
- Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
- Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
- Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
Relationship & Business Development
- Building relationships with global service providers and investment managers.
- Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.
- Acting as a trusted advisor to clients.
- Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
- Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
- Collaborate with Client Advisors to define a clear value proposition.
- Communicate the company's value proposition to internal and external stakeholders, existing clients, and new prospects.
- Playing a critical role in business development and winning new client relationships.
- Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience.
- Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients.
- Play a leading role in expanding the firm’s reach across London, Lagos, Chicago, Abuja, and Dubai.
Firm Leadership & Growth
- Work to refine the firm’s service offering and deliver operational excellence.
- Establish investment governance frameworks, policies, and procedures.
- Raising the profile of the firm through thought leadership and networking.
- Contribute to building the Firm’s brand and reputation in global markets.
- Mentor and develop junior talent as the firm grows.
- Market the client's Wealth Management proposition through external media positioning and speaking opportunities
Key Requirements: - Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
- BSc Degree in Finance, Economics, or related field.
- MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.
- Proficient in MacOS Keynote, Numbers and Pages.
- Proficient in MS PowerPoint, Excel & Word
- Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios.
- Strong investment research and analysis skills
- Thorough knowledge of the financial industry and financial products
- Highly proficient in the preparation of investment research reports
- Strong global network of investment managers, banks, and service providers
- Able to handle confidential matters with absolute discretion
- Track record of advising UHNW clients and supporting business development.
- Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
- Experience building or scaling an investment platform, while making decisions around numerous strategies, platform positioning for advisors/clients, and pricing.
- Experience supporting Client Advisors to build and grow “books of business”
- Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
- Communication experience across large and small groups via all mediums, including live presentations and televised interviews
Skills Required
- Minimum 10+ years of experience in investment management, ideally in a family office, private bank, fund company, asset manager, or institutional allocator
- Bachelor of Science degree in Finance, Economics, or a related field
- MBA, CFA, CIMA, CFP designation, or equivalent qualification
- Proficiency in macOS Keynote, Numbers, and Pages
- Proficiency in Microsoft PowerPoint, Excel, and Word
- Experience designing and managing multi-jurisdictional, multi-asset-class portfolios
- Strong investment research and analysis skills
- Thorough knowledge of the financial industry and financial products
- High proficiency preparing investment research reports
- Strong global network of investment managers, banks, and service providers
- Ability to handle confidential matters with absolute discretion
- Track record advising ultra-high-net-worth clients and supporting business development
- Extensive experience working with investment teams, asset managers, platform managers, investment strategists, and consultants
- Experience building or scaling an investment platform, including strategy selection, positioning, and pricing decisions
- Experience supporting Client Advisors in building and growing books of business
- Experience overseeing initial and ongoing due diligence for investment strategies
- Experience communicating with large and small groups through presentations, media, and televised interviews
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The Company
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