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- Tasks: Advise ultra-high-net-worth clients on investment strategies and portfolio management.
- Company: Leading executive search firm with a focus on high-end financial services.
- Benefits: Competitive salary, flexible working arrangements, and opportunities for professional growth.
- Why this job: Join a prestigious firm and make a significant impact on wealthy clients' financial futures.
- Qualifications: 10+ years in private banking with strong expertise in asset allocation and investment advisory.
The predicted salary is between 72000 - 108000 £ per year.
A leading executive search firm is seeking a Senior Investment Advisor to focus on UHNW & Family Office clients in the UK and Emerging Europe. The ideal candidate will have over 10 years of experience in private banking, demonstrating expertise in asset allocation, portfolio structuring, and investment advisory. This full-time position offers the opportunity to operate independently while remaining aligned with institutional strategies and relationship management teams.
Senior Investment Advisor: UHNW & Family Office (London) employer: Delta Executive Search
Contact Detail:
Delta Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Advisor: UHNW & Family Office (London)
✨Tip Number 1
Network like a pro! Reach out to your connections in the private banking and investment sectors. Attend industry events or webinars to meet potential employers and showcase your expertise in asset allocation and portfolio structuring.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UHNW clients and family office dynamics. We recommend practising common interview questions and scenarios related to investment advisory to demonstrate your experience and strategic thinking.
✨Tip Number 3
Showcase your independence! In your discussions, highlight how you can operate autonomously while still aligning with institutional strategies. This will resonate well with firms looking for someone who can manage relationships effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we’re always on the lookout for top talent like you to join our network in the investment advisory space.
We think you need these skills to ace Senior Investment Advisor: UHNW & Family Office (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in private banking and investment advisory. We want to see how your skills in asset allocation and portfolio structuring align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for this role. Share specific examples of your work with UHNW clients and how you’ve successfully managed relationships in the past.
Showcase Your Independence: Since this role involves operating independently, make sure to emphasise your ability to work autonomously while still collaborating with teams. We love candidates who can balance both!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Delta Executive Search
✨Know Your Stuff
Make sure you brush up on your knowledge of asset allocation and portfolio structuring. Be ready to discuss specific strategies you've implemented in the past, especially those that have benefited UHNW clients. This shows you’re not just familiar with the concepts but have real-world experience.
✨Showcase Your Independence
Since this role involves operating independently, prepare examples of how you've successfully managed client relationships and investment strategies on your own. Highlight any instances where your independent decisions led to positive outcomes for clients.
✨Align with Institutional Strategies
Understand the institutional strategies relevant to the firm you're interviewing with. Be prepared to discuss how your approach aligns with their goals and how you can contribute to their existing frameworks while still bringing your unique perspective.
✨Build Rapport
Relationship management is key in this role. Practice building rapport during the interview by engaging with your interviewers. Ask insightful questions about their current clients and challenges they face, showing that you’re genuinely interested in their work and how you can fit into their team.
