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For Companies At a Glance
- Tasks: Engage with investment teams and clients to shape investment strategies and manage portfolios.
- Company: Join a boutique wealth management firm dedicated to ultra-high-net-worth clients in London's West End.
- Benefits: Enjoy a close-knit team environment and the opportunity to work independently on high-stakes investments.
- Why this job: Be part of a prestigious firm that values discretion and professionalism while making a real impact.
- Qualifications: 8+ years in investments, CFA or CFP qualifications, and experience with UHNW clients required.
- Other info: Shortlisted candidates will have a discreet initial conversation about this exciting opportunity.
The predicted salary is between 48000 - 84000 £ per year.
CWG are currently partnered with a boutique Wealth Management firm who are looking to add an experienced Investment Advisor to their existing set up.
The Role:
- Liaise with investment teams across custodian banks to gather, consolidate, and report on their market views.
- Develop and articulate the firm’s investment thesis based on these insights.
- Support investment discussions with both existing and prospective clients.
- Adjust client portfolios as needed to ensure alignment with the firm’s investment strategy.
- Collaborate closely with internal stakeholders to ensure seamless execution of client mandates.
The Client:
A boutique wealth management firm focused exclusively on ultra-high-net-worth (UHNW) clients with $100M+ in assets. Operates with a small, close-knit team based in London’s West End. Fully privately owned and independent.
Requirements:
- Minimum of 8 years’ experience in investments or private banking.
- Professional qualifications such as CFA or CFP.
- Proven experience working with UHNW clients.
- Strong interpersonal and communication skills, with the ability to build long-term client relationships.
- In-depth knowledge of global markets and multi-asset class investing, including alternatives.
- High level of discretion and professionalism in dealing with sensitive financial matters.
- Demonstrated ability to work autonomously and collaboratively within a small team environment.
- Familiarity with UK regulatory requirements and compliance standards.
Please apply using the link above, shortlisted candidates will be contacted for a discreet initial conversation.
Senior Investment Advisor (City Of London) employer: Cooper White Group
Contact Detail:
Cooper White Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Advisor (City Of London)
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with ultra-high-net-worth clients. Attend industry events or seminars in London to make connections that could lead to referrals.
✨Tip Number 2
Stay updated on global market trends and investment strategies, particularly those relevant to UHNW clients. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experiences with UHNW clients in detail. Be ready to share specific examples of how you've successfully managed their portfolios and built long-term relationships.
✨Tip Number 4
Familiarise yourself with the boutique firm's values and investment philosophy. Tailor your conversations to reflect how your approach aligns with their strategy, showcasing your understanding of their unique client base.
We think you need these skills to ace Senior Investment Advisor (City Of London)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior Investment Advisor. Familiarise yourself with the specific requirements mentioned in the job description, such as experience with UHNW clients and knowledge of global markets.
Tailor Your CV: Customise your CV to highlight relevant experience in investments or private banking. Emphasise your qualifications like CFA or CFP, and showcase your ability to build long-term client relationships, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that articulates your investment thesis and how your insights can benefit the firm. Mention your experience working with UHNW clients and your understanding of multi-asset class investing, including alternatives.
Highlight Interpersonal Skills: In your application, emphasise your strong interpersonal and communication skills. Provide examples of how you've successfully collaborated with teams and built relationships with clients, as this is essential for the boutique firm's close-knit environment.
How to prepare for a job interview at Cooper White Group
✨Showcase Your Expertise
With a minimum of 8 years’ experience required, be prepared to discuss your previous roles in detail. Highlight specific examples where you've successfully managed UHNW client portfolios and how your insights have influenced investment strategies.
✨Demonstrate Communication Skills
Strong interpersonal skills are crucial for this role. Practice articulating complex investment concepts clearly and concisely, as you'll need to explain these to clients who may not have a financial background.
✨Understand the Firm's Investment Thesis
Research the boutique wealth management firm thoroughly. Be ready to discuss their investment philosophy and how you can contribute to developing and articulating their investment thesis based on market insights.
✨Prepare for Regulatory Questions
Familiarity with UK regulatory requirements is essential. Brush up on relevant compliance standards and be prepared to discuss how you ensure adherence to these in your investment practices.
