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- Tasks: Join us as a Private Wealth Advisor, building relationships with High-Net-Worth clients and providing tailored financial advice.
- Company: We're a dynamic Multi Family Office start-up, focused on bespoke financial solutions in the Far East.
- Benefits: Enjoy a hybrid work model, competitive salary, and uncapped commission potential for high earnings.
- Why this job: Be part of a growing team that values innovation, client relationships, and personal development.
- Qualifications: Fluent in Mandarin and English, with 2-3 years in sales or relationship management preferred.
- Other info: Must complete RDR Level 4 qualification before starting; ideal for motivated individuals ready to excel.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an investment led Multi Family Office start-up company founded in 2022 with a focus on the Far Eastern region. They provide bespoke holistic and independent family financial advice around wealth structuring investment management and corporate finance. They\’re now looking for motivated, bright, talented individuals, with previous experience in the private client sector, or someone with relevant experience (relationship building and interacting with Chinese HNWIs) to join the team. Title: Fund Sales/Client Advisor Location: Central London (Hybrid 3 days onsite, 2 days remote 9am – 5pm) Salary: £30,000 base salary + generous uncapped commission (realistic OTE £60,000 – £90,000) Languages: Native Mandarin and fluent English Contract type: Full time, permanent Key Responsibilities Develop and implement sales strategies to acquire new clients and expand business relationships, with a focus on High-Net-Worth individuals and families. Build and maintain strong relationships with existing clients, understanding their family wealth aspirations and provide tailored advice. Conduct market research and analysis to identify new business opportunities. Collaborate with internal teams to develop customized family wealth solutions for clients. – Create a network and eco system of external advisors. Meet sales targets and contribute to the overall growth of the firm. Risk management and effective control throughout the sales process Preferred Qualifications and Experience Native level Mandarin and fluent English is required for this role Ideally 2-3 years of experience in sales or relationship management, with exposure to HNWIs Relevant qualifications: RDR Level 4 (RDR Level 4 qualification must be completed prior to starting the role) Ability to digest information, take instructions, ask questions, and communicate effectively with all stakeholders Experience in event management, business development, and PR responsibilities would be considered favourably Key qualities: trustworthy, reliable, tenacious, resilient, thorough, and excellent attention to details
Private Wealth Advisor employer: ABL
Contact Detail:
ABL Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Advisor
✨Tip Number 1
Network with professionals in the private wealth sector, especially those who have experience working with High-Net-Worth Individuals (HNWIs). Attend industry events or webinars where you can meet potential colleagues and clients, as personal connections can significantly enhance your chances of landing this role.
✨Tip Number 2
Brush up on your Mandarin language skills if needed, as fluency is a key requirement for this position. Consider engaging in conversation groups or language exchange meetups to improve your speaking and comprehension abilities, which will be crucial when interacting with Chinese clients.
✨Tip Number 3
Familiarise yourself with the latest trends and developments in wealth management, particularly in the Far Eastern market. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the unique needs of HNWIs in that region.
✨Tip Number 4
Prepare to discuss your previous experiences in relationship management and sales during the interview. Be ready to share specific examples of how you've successfully built and maintained client relationships, as this will showcase your suitability for the role and your ability to meet sales targets.
We think you need these skills to ace Private Wealth Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the private client sector, especially any relationship-building with High-Net-Worth Individuals (HNWIs). Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this role. Emphasise your language skills in Mandarin and English, and explain how your background aligns with the company's focus on bespoke family financial advice.
Highlight Relevant Qualifications: If you have the RDR Level 4 qualification or any other relevant certifications, make sure to mention them prominently in your application. This will show that you meet the necessary requirements for the role.
Showcase Your Soft Skills: In your application, highlight key qualities such as trustworthiness, resilience, and attention to detail. Provide examples of how you've demonstrated these traits in previous roles, particularly in sales or relationship management.
How to prepare for a job interview at ABL
✨Showcase Your Relationship-Building Skills
Since the role focuses on High-Net-Worth individuals, it's crucial to demonstrate your ability to build and maintain strong relationships. Prepare examples from your past experiences where you successfully engaged with clients, particularly in the private client sector.
✨Highlight Your Language Proficiency
Being a native Mandarin speaker with fluent English is a key requirement for this position. Be ready to discuss how your language skills have helped you in previous roles, especially when interacting with Chinese HNWIs.
✨Understand the Market Landscape
Conduct thorough research on the investment landscape in the Far Eastern region. Familiarise yourself with current trends and challenges that affect HNWIs, as this knowledge will help you stand out during the interview.
✨Demonstrate Your Sales Acumen
Prepare to discuss your experience in developing and implementing sales strategies. Share specific examples of how you've met or exceeded sales targets in the past, and be ready to explain your approach to acquiring new clients.
