Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Private Wealth Advisor, building relationships with High-Net-Worth individuals and families.
- Company: We're a dynamic Multi Family Office start-up focused on bespoke financial advice since 2022.
- Benefits: Enjoy hybrid working, a competitive salary, and uncapped commission potential.
- Why this job: Be part of a growing team that values innovation and personal growth in the finance sector.
- Qualifications: Fluent Mandarin and English required, with 2-3 years in sales or relationship management preferred.
- Other info: This is a full-time, permanent role based in Central London.
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.
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
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 strategically within the private wealth sector. Attend industry events, seminars, and workshops where you can meet professionals who work with High-Net-Worth Individuals (HNWIs). Building relationships in this space can lead to valuable referrals and insights.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of Chinese HNWIs. Understanding cultural nuances and financial expectations can set you apart from other candidates. Consider engaging with communities or forums that focus on this demographic.
✨Tip Number 3
Showcase your sales strategy skills by preparing a mock sales pitch tailored to the private wealth advisory sector. This will demonstrate your proactive approach and ability to think critically about client acquisition and relationship management.
✨Tip Number 4
Highlight any experience you have in risk management and compliance, as these are crucial in the financial advisory field. Be ready to discuss how you've navigated challenges in previous roles and maintained effective controls during the sales process.
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 understanding of the role and the company. Emphasise your native Mandarin skills and fluency in English, as well as your experience in sales or relationship management.
Highlight Soft Skills: In your application, focus on soft skills that are crucial for this role, such as trustworthiness, resilience, and attention to detail. Provide examples of how you've demonstrated these qualities in previous roles.
Research the Company: Familiarise yourself with the company's mission and values. Understanding their focus on bespoke family financial advice will help you align your application with their goals and show genuine interest.
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 Relevant Experience
Make sure to discuss any previous experience you have in sales or relationship management, especially if it involves working with Chinese HNWIs. This will show that you understand the nuances of the market and can effectively cater to their needs.
✨Prepare for Market Research Questions
Expect questions about market trends and potential business opportunities in the Far Eastern region. Brush up on current events and be ready to discuss how you would approach identifying new clients and expanding business relationships.
✨Demonstrate Your Soft Skills
The company values soft skills highly, so be prepared to showcase qualities like trustworthiness, resilience, and attention to detail. Use specific examples to illustrate how these traits have helped you succeed in previous roles.
