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For Companies At a Glance
- Tasks: Connect with high-net-worth clients and promote alternative investment opportunities.
- Company: Join a unique platform that values integrity and independence in financial services.
- Benefits: Enjoy flexible working, uncapped earnings, and full operational support.
- Why this job: Elevate your career while maintaining control and autonomy in a supportive environment.
- Qualifications: Ideal for experienced financial advisors with a strong client network and proven success.
- Other info: Open to professionals from various backgrounds, not just seasoned advisors.
The predicted salary is between 36000 - 60000 £ per year.
About the Opportunity
Our client offers a unique platform designed for experienced financial professionals who value integrity, independence, and high standards. Their model is tailored to individuals who are ready to break away from rigid corporate targets and seek a more flexible, purpose-driven way of working. This opportunity is ideal for those who have built a strong reputation in international financial services and want to align with a brand that respects their autonomy while providing robust infrastructure and support.
Who these solutions would suit:
- High-Net-Worth Individuals (HNWIs)
- Sophisticated Investors
- Expatriate Clients
To serve this clientele, our client is building a network of trusted, well-connected professionals who understand the demands and discretion required in this space.
Ideal candidates:
- You are a financial advisor with an existing client base and can, without recourse, make immediate introductions to your network for new investment opportunities.
- Your network primarily consists of Ultra High Net Worth or High Net Worth Individuals and/or professional introducers.
- You have successfully promoted alternative investments within your existing network.
Professionals suited for this role include advisors, introducers, agents, and experts in areas such as:
- Compliance
- Offshore pension schemes
- Trust and estate planning
- Private alternative investment structures
Whether based in the UK, Europe, the Middle East, or Asia, professionals with a proven record of driving business growth and nurturing strategic relationships are encouraged to apply. Niche expertise that complements the core offerings will be advantageous in contributing to the growth of the global team.
Brokerage and Advisory Firms:
Firms interested in expanding their value proposition can collaborate with our client on an execution-only basis, gaining access to:
- Pre-vetted, high-quality investment opportunities
- Structured solutions for client referrals
- A compliant and professional platform for long-term partnership
What You Gain:
- Access to global HNW and sophisticated investor opportunities
- Premium branding and professional positioning
- Execution-only structure with no hard selling or quotas
- Full marketing, onboarding, and operational support
- Flexibility and uncapped earning potential
- Clear documentation and guidance for introducers
Your Independence, Fully Supported
Our client provides the tools, infrastructure, and credibility, allowing you to remain in control of your business and client relationships. If you're an experienced professional looking to elevate your work, expand your reach, and align with a high-caliber platform, submit your CV and schedule a confidential conversation.
Please note: You do not necessarily have to be an experienced financial advisor to market these solutions. This role calls for an extraordinary, proven networking professional—someone who enjoys traveling, getting things done, and achieving results. Naturally, experienced advisors will have a distinct advantage. Preference will be given to candidates with direct access to their own client book, without recourse from third parties.
Alternative Investment Sales employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Alternative Investment Sales
✨Tip Number 1
Leverage your existing network to showcase your expertise in alternative investments. Reach out to your contacts and discuss potential opportunities, as this role highly values professionals with established relationships in the High-Net-Worth space.
✨Tip Number 2
Demonstrate your understanding of the unique needs of Ultra High Net Worth Individuals. Prepare to discuss how you can provide tailored solutions that align with their investment goals during any networking conversations or interviews.
✨Tip Number 3
Stay updated on market trends and alternative investment options. Being knowledgeable about current opportunities will not only boost your confidence but also impress potential employers who are looking for informed candidates.
✨Tip Number 4
Highlight your ability to work independently while still being a team player. This role requires a balance of autonomy and collaboration, so be prepared to share examples of how you've successfully managed client relationships on your own.
We think you need these skills to ace Alternative Investment Sales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly with High-Net-Worth Individuals and alternative investments. Emphasise your existing client base and any relevant achievements that demonstrate your ability to drive business growth.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the unique platform offered by the company. Discuss how your skills and network align with their needs, and express your enthusiasm for the opportunity to work independently while still receiving support.
Highlight Networking Skills: In your application, emphasise your networking abilities and any successful introductions you've made in the past. This is crucial for the role, so provide specific examples of how you've connected clients with investment opportunities.
Showcase Niche Expertise: If you have niche expertise in areas like compliance, offshore pension schemes, or trust and estate planning, make sure to highlight this in your application. This can set you apart from other candidates and demonstrate your value to the company.
How to prepare for a job interview at Prestige IFA Jobs
✨Showcase Your Network
Highlight your existing client base and connections during the interview. Be prepared to discuss how you can leverage these relationships to introduce new investment opportunities, especially for High-Net-Worth Individuals.
✨Demonstrate Industry Knowledge
Familiarise yourself with alternative investments and the specific needs of sophisticated investors. Being able to discuss trends and insights in the financial services sector will show that you are well-informed and capable of providing valuable advice.
✨Emphasise Independence and Flexibility
Since the role values autonomy, express your desire for a flexible working environment. Share examples of how you have successfully managed your own business relationships and driven growth without rigid corporate structures.
✨Prepare Questions About Support Structures
Ask about the tools and infrastructure the company provides to support your independence. This shows that you are serious about utilising their resources effectively while maintaining control over your client relationships.
