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- Tasks: Advise ultra-high-net-worth clients on investment strategies and portfolio management.
- Company: Prestigious Bulge Bracket Private Bank in London.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Join a leading bank and make a significant impact on wealthy clients' financial futures.
- Qualifications: 10+ years in private banking with expertise in asset allocation and portfolio structuring.
- Other info: Dynamic role with a focus on UK and Emerging Europe markets.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a Bulge Bracket Private Bank, is looking to onboard a Senior Investment Advisor focused on covering UHNW & Family Office clients across the UK and Emerging Europe.
The ideal candidate must come from a top-tier private banking institution with strong technical expertise in asset allocation, portfolio structuring and multi-asset investment advisory.
Experience / Requirements- 10+ years experience in a similar role at top-tier private banking institution
- Demonstrated track record and experience in asset allocation, portfolio construction and advising UHNW & Family Office clients
- Strong ability to operate independently while also maintaining alignment to the institutional strategy and Relationship Management teams
- Fluency in English
Senior Investment Advisor, UHNWIs & Family Offices, Bulge Bracket Private Bank, 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, UHNWIs & Family Offices, Bulge Bracket Private Bank, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private banking sector, especially those who work with UHNWIs and Family Offices. A personal introduction can make all the difference when you're trying to land that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical expertise. Make sure you can confidently discuss asset allocation and portfolio structuring. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your independence! Be ready to share examples of how you've successfully operated autonomously while aligning with institutional strategies. This will demonstrate your ability to thrive in a senior role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for top talent like you to join our team.
We think you need these skills to ace Senior Investment Advisor, UHNWIs & Family Offices, Bulge Bracket Private Bank, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in asset allocation and portfolio structuring. We want to see how your background aligns with the needs of UHNWIs and Family Offices, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role at a Bulge Bracket Private Bank. We love seeing passion and clarity, so make sure to connect your experience directly to the job description.
Showcase Your Technical Expertise: Since this role requires strong technical expertise, be sure to include specific examples of your work in multi-asset investment advisory. We want to know how you’ve successfully advised clients in the past, so get into the details!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Delta Executive Search
✨Know Your Stuff
Make sure you brush up on your technical expertise in asset allocation and portfolio structuring. Be ready to discuss specific strategies you've implemented in the past, especially those that have benefited UHNWIs and Family Offices.
✨Showcase Your Experience
With over 10 years in the field, you’ll want to highlight your track record. Prepare examples of how you've successfully advised clients and constructed portfolios, focusing on results and client satisfaction.
✨Align with Their Strategy
Understand the institutional strategy of the bank you're interviewing with. Be prepared to discuss how your independent working style can complement their existing Relationship Management teams and overall goals.
✨Practice Your Pitch
Since fluency in English is key, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or mentor to refine your delivery and ensure you come across as both knowledgeable and personable.
