Senior Investment Advisor

CWG are currently partnered with a boutique Wealth Management firm who are looking to add an experience 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.