Fund Sales/Client Advisor (London Area)

Our client is an investment-led Multi-Family Office start-up, founded in 2022, with a strategic focus on the Far Eastern region. The firm provides bespoke, holistic, and independent financial advice to families, with core expertise in wealth structuring, investment management, and corporate finance.

They are now looking for motivated, bright, and talented individuals to join their growing team.

Candidates should have prior experience in the private client sector or relevant exposure to relationship-building and interacting with Chinese high-net-worth individuals (HNWIs). A key requirement for this role is the RDR Level 4 qualification, which must be completed prior to joining. This ensures all team members meet regulatory standards and are well-equipped to deliver high-quality, client-focused advice in a fast-paced, entrepreneurial environment.

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

Job 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