Investment Advisor, Wealth Management

We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division. This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions. This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up. The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.

• BSc Degree in Finance, Economics, or related field.

• MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.

• Excellent ability to speak and write English language

• 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

• Diligent, with excellent attention to detail

• Solid numeric ability

• Proficient in creating and delivering client presentations

• Strong investment research and analysis skills

• Thorough knowledge of financial industry and financial products

• Highly proficient in the preparation of investment research reports

• Strong global network of investment managers, banks, and service providers

• Track record of advising UHNW clients and supporting business development.

• Excellent communication and presentation skills. Able to synthesise and present complex information simply

• Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants

• Trusted advisor with strong presence

• Experience building or scaling an investment platform, while making decisions around a number of 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

• Strong organisational skills to manage on demand requests, projects and daily duties• Result oriented, able to deliver on time, under pressure.

• Highly adaptable, able to deal with ambiguity and change

• Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.

• Able to handle confidential matterswith absolute discretion

• Able to work in a fast-paced, team with minimal supervision.

• Proactive, with good decision-making capacity

• Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.

• Must be mature and reliable.