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- Tasks: Engage with investment teams and clients to shape and manage portfolios.
- Company: Join a boutique wealth management firm focused on ultra-high-net-worth clients.
- Benefits: Enjoy a close-knit team environment in London’s West End with independence.
- Why this job: Be part of a dynamic team making impactful investment decisions for elite clients.
- Qualifications: 8+ years in investments, CFA or CFP qualified, strong client relationship skills.
- Other info: Opportunity for discreet conversations with shortlisted candidates.
The predicted salary is between 57600 - 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 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.
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 specific examples of how you've successfully managed client portfolios in the past. Highlight your ability to adjust strategies based on market insights and client needs, as this is crucial for the role.
✨Tip Number 4
Familiarise yourself with the regulatory landscape in the UK, especially regarding wealth management. Being able to speak knowledgeably about compliance standards will set you apart from other candidates.
We think you need these skills to ace Senior Investment Advisor (City Of London)
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 clearly articulates your investment philosophy and how it aligns with the firm's investment thesis. Mention your professional qualifications like CFA or CFP and how they enhance your ability to serve UHNW clients.
Showcase Your Communication Skills: In both your CV and cover letter, 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.
Highlight Regulatory Knowledge: Demonstrate your familiarity with UK regulatory requirements and compliance standards in your application. This shows that you understand the importance of discretion and professionalism in managing sensitive financial matters.
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 investment strategies have led to positive outcomes.
✨Demonstrate Strong Communication Skills
As the role involves liaising with various stakeholders, practice articulating complex investment concepts clearly and concisely. Be ready to explain your investment thesis and how you would support discussions with clients.
✨Understand the Firm's Culture
Research the boutique wealth management firm’s values and approach to client relationships. Be prepared to discuss how your personal values align with theirs and how you can contribute to their close-knit team environment.
✨Prepare for Regulatory Questions
Familiarise yourself with UK regulatory requirements and compliance standards relevant to wealth management. Expect questions on how you ensure adherence to these regulations while managing client investments.
