At a Glance
- Tasks: Lead client relationships and raise capital through your network of high-net-worth individuals.
- Company: Join a top-tier investment management firm known for its innovative strategies and strong performance.
- Benefits: Enjoy a competitive salary, incentives, and deep institutional support for your success.
- Why this job: This role offers the chance to make a significant impact in wealth management with sophisticated clients.
- Qualifications: 10+ years in private banking or wealth management with a proven capital-raising track record required.
- Other info: Ideal candidates will have qualifications like CFA or MBA and experience from leading banks.
The predicted salary is between 72000 - 108000 £ per year.
A specialist investment management and advisory firm, providing tailored investment solutions, partnering as a distributor for a high-performance, multi-strategy asset manager is looking to hire an experienced private banking or wealth management professional. Our client is recognised for its quantitative investment strategies, consistently delivering strong risk-adjusted returns, high Sharpe ratios and a proven track record of outperformance.
The role requires transitioning into a buy-side capital raising role, focused on originating assets through your existing network of HNWIs, UHNWIs, and family offices. You benefit from deep institutional support, specialist expertise, and access to differentiated investment strategies designed to deliver long-term value for sophisticated clients.
Responsibilities include:
- Client origination and relationship management
- Advisory and representation
- Tailored investment solutions
- Capital raising and investor engagement
- Strategic distribution and fund-raising
- Ongoing relationship and portfolio review
- Regulatory and policy adherence
The ideal candidate will have a minimum of 10 years experience in private banking or wealth management. Be able to demonstrate a track record of raising capital from private clients and intermediaries. A deep understanding of investment products: hedge funds, private markets, long-only, SMAs, and hybrids. RDR-compliant qualification (minimum Level 4), such as the Investment Management Certificate (IMC) or Investment Advice Diploma (IAD) CFA, CAIA, or MBA preferred. Strong regulatory awareness and a proven AUM growth and revenue history. Backgrounds from leading Swiss, UK, and international private banks or family office platforms will be highly regarded.
This is a high-reward opportunity, offering a competitive salary plus incentive structure.
VP Private Wealth Manager - London employer: AP Executive
Contact Detail:
AP Executive Recruiting Team
vanessa.raine@ap-executive.com
StudySmarter Expert Advice 🤫
We think this is how you could land VP Private Wealth Manager - London
✨Tip Number 1
Leverage your existing network of HNWIs and UHNWIs to create opportunities for introductions. Attend industry events, conferences, and networking functions where you can meet potential clients and showcase your expertise in wealth management.
✨Tip Number 2
Stay updated on the latest trends in investment products and strategies. This knowledge will not only enhance your conversations with potential clients but also demonstrate your commitment to providing tailored investment solutions.
✨Tip Number 3
Consider reaching out to former colleagues or mentors who are already in similar roles. They can provide valuable insights into the hiring process and may even refer you to opportunities within their networks.
✨Tip Number 4
Prepare to discuss your track record of raising capital and managing client relationships in detail. Be ready to share specific examples that highlight your success and how you can bring value to the firm.
We think you need these skills to ace VP Private Wealth Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private banking or wealth management. Emphasise your track record of raising capital and managing relationships with HNWIs and UHNWIs, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of investment products and your ability to deliver tailored investment solutions. Mention specific achievements that demonstrate your expertise and how you can add value to the firm.
Highlight Relevant Qualifications: Clearly list your qualifications such as the Investment Management Certificate (IMC), CFA, or any other relevant certifications. This will help establish your credibility and compliance with regulatory standards.
Showcase Your Network: In your application, mention your existing network of clients and intermediaries. Highlight any successful capital-raising initiatives you've led, as this will be a key aspect of the role.
How to prepare for a job interview at AP Executive
✨Showcase Your Network
Highlight your existing relationships with HNWIs, UHNWIs, and family offices. Be prepared to discuss how you have successfully originated assets in the past and how you plan to leverage your network for this role.
✨Demonstrate Investment Knowledge
Be ready to discuss various investment products such as hedge funds, private markets, and SMAs. Show that you have a deep understanding of these products and can articulate their benefits to potential clients.
✨Emphasise Regulatory Awareness
Given the importance of compliance in this role, be sure to demonstrate your knowledge of relevant regulations and policies. Discuss any qualifications you hold, such as the IMC or CFA, to reinforce your expertise.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to manage client relationships. Prepare examples from your past experiences where you successfully navigated challenges in wealth management or capital raising.