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- Tasks: Engage with investment teams to gather insights and support client portfolio adjustments.
- Company: Join a boutique wealth management firm focused on ultra-high-net-worth clients in London.
- Benefits: Enjoy a close-knit team environment and the opportunity to work independently.
- Why this job: Be part of a prestigious firm, shaping investment strategies for elite clients.
- Qualifications: 8+ years in investments, CFA or CFP qualifications, and strong communication skills required.
- Other info: This role offers a chance to work autonomously while collaborating with a small team.
The predicted salary is between 72000 - 108000 £ per year.
CWG are currently partnered with a boutique Wealth Management firm who are looking to add an experienced Investment Advisor to their existing setup.
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.
Contact Detail:
Cooper White Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Advisor
✨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 where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on global market trends and investment strategies, particularly those relevant to UHNW clients. Being well-informed will not only help you in interviews but also demonstrate your commitment to the role and the firm’s investment philosophy.
✨Tip Number 3
Prepare to discuss your previous experiences with client portfolio management and how you've successfully aligned investments with client goals. Use specific examples that highlight your ability to build long-term relationships and your understanding of compliance standards.
✨Tip Number 4
Familiarise yourself with the boutique firm's culture and values. Research their approach to wealth management and be ready to articulate how your skills and experiences align with their mission during any discussions or interviews.
We think you need these skills to ace Senior Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in investments or private banking, especially your work with ultra-high-net-worth clients. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that articulates your understanding of the wealth management industry and your investment philosophy. Mention how your experience aligns with the firm's focus on UHNW clients and their investment strategies.
Highlight Professional Qualifications: Clearly state your professional qualifications such as CFA or CFP in your application. This will help establish your credibility and expertise in the field.
Showcase Interpersonal Skills: In your application, emphasise your strong interpersonal and communication skills. Provide examples of how you've built long-term relationships with clients and collaborated with teams to achieve investment goals.
How to prepare for a job interview at Cooper White Group
✨Showcase Your Expertise
As a Senior Investment Advisor, it's crucial to demonstrate your extensive knowledge of global markets and multi-asset class investing. Be prepared to discuss specific investment strategies you've implemented in the past and how they benefited your clients.
✨Build Rapport with Interviewers
Given the importance of interpersonal skills in this role, focus on building a connection with your interviewers. Use active listening techniques and engage them in discussions about their investment philosophies to show your genuine interest.
✨Prepare for Technical Questions
Expect to face technical questions related to investment strategies and market analysis. Brush up on recent market trends and be ready to articulate your investment thesis clearly, as this will reflect your analytical capabilities.
✨Demonstrate Discretion and Professionalism
Since you'll be dealing with ultra-high-net-worth clients, it's essential to convey a high level of discretion and professionalism during the interview. Share examples of how you've handled sensitive financial matters in the past to illustrate your capability.
