UHNW Investment Advisor - Trading, Private Bank, London
UHNW Investment Advisor - Trading, Private Bank, London

UHNW Investment Advisor - Trading, Private Bank, London

Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team delivering top-tier investment solutions for UHNW clients.
  • Company: Leading Global Private Bank with a focus on client excellence.
  • Benefits: Competitive salary, career growth, and access to capital markets.
  • Why this job: Make a real impact in the world of finance with elite clients.
  • Qualifications: 5-10 years in finance, expertise in derivatives and multi-asset investments.
  • Other info: Exciting opportunity to work in a fast-paced, high-stakes environment.

The predicted salary is between 72000 - 108000 £ per year.

Our client, a leading Global Private Bank, is seeking to onboard an individual to join their Investment Advisory – Trading team based in London

Key Highlights:

  • The team has a strong client focus on top-tier Ultra High Net Worth (UHNW) clients & Family Offices, and the role presents a unique opportunity to contribute to a team delivering best-in-class investment solutions and service
  • Hands-on coverage across asset classes in order to support Private Banking clients with direct capital markets access

Requirements:

  • 5 – 10 years experience in a related role. The successful candidate must have strong technical expertise across derivatives products as well as significant multi-asset investment experience
  • Ideally a strong background in Equity Derivatives Trading
  • The successful candidate must have a proven strong track record and background in trading as well as expertise in dealing with the holistic investment needs of UHNW & Family Office clients

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UHNW Investment Advisor - Trading, Private Bank, London employer: Delta Executive Search

As a leading Global Private Bank, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our London-based team is dedicated to providing exceptional service to Ultra High Net Worth clients, offering unique opportunities for professional advancement in a collaborative environment that values innovation and excellence in investment solutions.
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Contact Detail:

Delta Executive Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land UHNW Investment Advisor - Trading, Private Bank, London

✨Network Like a Pro

Get out there and connect with people in the finance world! Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to current employees at the bank. We all know that referrals can double your chances of landing an interview!

✨Showcase Your Expertise

When you get the chance to chat with potential employers, make sure to highlight your experience with derivatives and multi-asset investments. We want to see you confidently discuss your trading successes and how you've catered to UHNW clients in the past.

✨Prepare for Technical Questions

Brush up on your technical knowledge before interviews. Expect questions about equity derivatives and market strategies. We recommend practising your responses to common scenarios you might face as an Investment Advisor – it’ll show you’re ready for the challenge!

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed that you won’t find anywhere else. Let’s get you that dream job!

We think you need these skills to ace UHNW Investment Advisor - Trading, Private Bank, London

Investment Advisory
Trading
Derivatives Products
Multi-Asset Investment
Equity Derivatives Trading
Client Relationship Management
Capital Markets Access
Holistic Investment Solutions
Track Record in Trading
Understanding of UHNW Clients
Family Office Expertise

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to highlight your experience in trading and investment advisory. We want to see how your skills align with the needs of UHNW clients, so don’t hold back on showcasing your expertise in derivatives and multi-asset investments.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our Investment Advisory – Trading team. Share specific examples of your achievements and how they relate to the role, especially your experience with UHNW clients.

Showcase Your Technical Skills: Since we’re looking for someone with strong technical expertise, make sure to highlight your knowledge of derivatives products and trading strategies. We want to know how you can contribute to delivering best-in-class investment solutions.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates regarding your application status.

How to prepare for a job interview at Delta Executive Search

✨Know Your Stuff

Make sure you brush up on your knowledge of derivatives products and multi-asset investment strategies. Be ready to discuss specific examples from your past experience that showcase your expertise in equity derivatives trading and how you've successfully met the needs of UHNW clients.

✨Understand the Client Base

Familiarise yourself with the unique characteristics and expectations of Ultra High Net Worth clients and Family Offices. Think about how you can tailor your approach to meet their holistic investment needs, and be prepared to share insights on how you’ve done this in previous roles.

✨Showcase Your Track Record

Be ready to present your proven track record in trading. Prepare quantifiable achievements that highlight your success in delivering best-in-class investment solutions. This could include specific trades, client satisfaction metrics, or innovative strategies you've implemented.

✨Ask Insightful Questions

Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about the team’s approach to client service, the types of investment solutions they prioritise, and how they measure success in their advisory services. This shows you’re not just interested in the job, but also in contributing to their mission.

UHNW Investment Advisor - Trading, Private Bank, London
Delta Executive Search

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