At a Glance
- Tasks: Develop sales strategies and build relationships with high net worth clients.
- Company: Dynamic investment firm offering bespoke financial advice.
- Benefits: Competitive salary, professional growth, and a supportive team environment.
- Other info: Exciting opportunity for career advancement in a collaborative setting.
- Why this job: Join a leading firm and make a real impact on family wealth management.
- Qualifications: 2-3 years in sales or relationship management, ideally with high net worth clients.
The predicted salary is between 54000 - 66000 £ per year.
London, United Kingdom | Posted on 08/01/2025
This is a permanent position at an investment led Multi Family Office which offers bespoke, holistic and independent family financial advice around wealth structuring, fundmanagement, and corporate finance.
The successful candidate will have acrucial role to play on client acquisition and asset gathering.
The company has launched a Cayman fund which is invested in the global secondary markets and offers transparency, liquidity and diversity.
The successful candidate will be expected to grow the asset baseof the Fund, as part of their holistic family wealth advice to their client base.
Responsibilities
- Develop and implement sales strategies to acquire new clients and expandbusiness relationships, with a focus on High Net Worth individuals and families.
- Build and maintain strong relationships with existing clients, understanding theirfamily wealth aspirations and provide tailored advice.
- Conduct market research and analysis to identify new business opportunities.
- Collaborate with internal teams to develop customized family wealth solutions forclients.
- Create a network and eco system of external advisors.
- Meet sales targets and contribute to the overall growth of the firm.
- Risk management and effective control throughout the sales process.
Requirements
- 2-3 years of professional experience in sales or relationship management, withexposure to high net worth individuals
- Some financial industry experience would be preferred
- Tertiary educated, Chinese speaking preferred
- Qualifications in the financial industry such as IMC, IAD, CFA, RDR Level 4/6qualified will be considered positively
- Ability to digest information, take instructions, ask questions, and communicateeffectively with all stakeholders
- Experience in event management, business development and PR responsibilitieswould be considered favourably
- Display an inquisitive nature and possess sound problem solving skills
- Key qualities include: trustworthy, reliable, tenacious, resilient, thorough andexcellent attention to details
- For experienced sales candidate, please present a business plan showcasingexisting client base, revenue potential, future business pipeline, and businessdevelopment strategy
- #J-18808-Ljbffr
Fund Sales Client Advisor employer: ELP Consult Ltd.
At ELP Consult Ltd., we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a GenAI Growth Leader, you will have access to unparalleled growth opportunities within the rapidly evolving AI landscape, supported by a collaborative team dedicated to innovation and excellence. Located in the heart of the UK, we offer competitive benefits and a vibrant work environment that encourages creativity and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Sales Client Advisor
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like ELP Consult Ltd., who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like ELP Consult Ltd..
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like ELP Consult Ltd..
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including ELP Consult Ltd., attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Fund Sales Client Advisor
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like ELP Consult Ltd. want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to ELP Consult Ltd..
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at ELP Consult Ltd. will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to ELP Consult Ltd.. Numbers speak louder than words!
How to prepare for a job interview at ELP Consult Ltd.
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like ELP Consult Ltd. want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withELP Consult Ltd..
