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For Companies At a Glance
- Tasks: Engage high-net-worth clients and develop tailored investment strategies.
- Company: Balfour Capital Group, a leading firm in financial advisory.
- Benefits: Commission-based earnings with uncapped potential and access to extensive resources.
- Other info: Diverse and inclusive environment with opportunities for professional growth.
- Why this job: Join a dynamic team and grow your advisory practice with full autonomy.
- Qualifications: Five years of experience in wealth management and established client relationships.
This is an independent contractor engagement. Compensation is structured on a commission-only, production-linked basis; no base salary or guaranteed income is associated with this role. Candidates should have established client relationships and the ability to develop business independently, within the bounds of any existing contractual obligations owed to current or former employers.
Balfour Capital Group is expanding its independent advisor network and is seeking experienced financial sales professionals to join as Independent Investment Advisors. This engagement is designed for seasoned practitioners seeking a sophisticated, well-resourced platform on which to deepen and grow their advisory practice. Advisors operate as independent contractors, with full autonomy over their schedule, business model, and client engagement strategy, supported by Balfour's infrastructure, product suite, and senior management team.
Responsibilities
- Identify, engage, and onboard high-net-worth and institutional clients across target markets
- Leverage Balfour's portfolio of partner products and investment solutions to address diverse client objectives and grow your advisory practice
- Collaborate with the firm's investment team to develop tailored strategies and client proposals
- Maintain rigorous KYC, AML, and compliance documentation in line with applicable regulatory standards
- Stay current on global macroeconomic developments, market conditions, and regulatory requirements in your home jurisdiction
Candidate Profile
- Established client relationships: Candidates should demonstrate a track record of managing and maintaining HNW or institutional client relationships, and the ability to build business independently in compliance with any non-solicitation or restrictive covenants owed to prior firms
- A minimum of five years of relevant experience in HNW advisory, wealth management, private banking, or institutional sales
- Demonstrated understanding of regulatory obligations relevant to financial advisory in your home jurisdiction
- A consultative, client-first approach with strong commercial instincts and the ability to operate independently
Regulatory & Licensing
Advisors must hold, or be willing and able to obtain, all licences, registrations, and authorisations required to conduct investment advisory or distribution activity in their home jurisdiction. Balfour Capital Group does not sponsor or support any activity that would constitute unlicensed regulated activity in any jurisdiction. This engagement is not an offer of employment or securities in any jurisdiction in which such an offer would be unlawful or would require additional registration or authorisation not currently held.
Compensation
This is a commission-only engagement. Compensation is directly tied to production and client acquisition activity, with uncapped upside for high performers. Individual outcomes vary significantly and depend on the advisor's book, activity, market conditions, and other factors; no specific earnings level is represented or guaranteed. Leading producers may also be considered for participation in the firm's long-term ESOP programme, subject to eligibility, board approval, and any applicable regulatory requirements.
The Balfour Platform
Advisors joining Balfour Capital Group gain access to:
- A diverse range of partner investment products and solutions, enabling advisors to serve a broad client spectrum with confidence
- Regular market intelligence and training delivered by senior members of the investment team
- Institutional-grade front and back-office infrastructure
- A global events programme, with live investor and client events held across key markets
- Direct access to senior leadership throughout the engagement
Balfour Capital Group is committed to building a diverse and inclusive advisor network and welcomes applications from qualified professionals across all backgrounds.
Investment Advisor employer: Balfour Capital Group
Contact Detail:
Balfour Capital Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. Attend industry events and engage with potential clients to showcase your expertise and build those all-important relationships.
✨Tip Number 2
Leverage social media to your advantage! Use platforms like LinkedIn to connect with other professionals in the investment advisory space. Share insights, comment on relevant posts, and position yourself as a thought leader in the industry.
✨Tip Number 3
Prepare for interviews by researching the company and its offerings. Understand Balfour's products and how they can benefit your potential clients. This will help you tailor your pitch and demonstrate your value as an independent advisor.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our network and ready to take your advisory practice to the next level.
We think you need these skills to ace Investment Advisor
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your established client relationships and relevant experience in HNW advisory or wealth management. We want to see how you've successfully built and maintained those connections!
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect how your skills align with our needs at Balfour Capital Group. We love seeing candidates who understand our mission.
Be Clear About Your Independence: Since this is an independent contractor role, it’s crucial to express your ability to operate autonomously. Let us know how you plan to develop your business independently while leveraging our resources.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Balfour Capital Group
✨Know Your Numbers
As an Investment Advisor, you’ll need to demonstrate your understanding of financial metrics and client acquisition strategies. Brush up on your past performance figures and be ready to discuss how you've successfully built and maintained client relationships.
✨Showcase Your Independence
Since this role is all about autonomy, highlight your ability to operate independently. Prepare examples of how you've developed business on your own, managed your schedule, and tailored your client engagement strategies without relying on a base salary.
✨Stay Current with Market Trends
Balfour Capital Group values advisors who are in tune with global macroeconomic developments. Make sure you’re up-to-date with the latest market conditions and regulatory requirements, and be prepared to discuss how these factors influence your advisory approach.
✨Prepare for Compliance Questions
Given the importance of KYC and AML regulations in this role, expect questions around compliance. Familiarise yourself with the relevant regulatory obligations in your jurisdiction and be ready to explain how you ensure adherence in your advisory practice.