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- Tasks: Engage with high-net-worth clients, discussing trade ideas and investment strategies.
- Company: Join a leading Tier-1 Alternative Investment Manager with £150bn AUM and ambitious growth plans.
- Benefits: Enjoy a respected advisory platform and a collaborative culture with top-tier professionals.
- Why this job: Make a significant impact in a high-profile role with excellent investment performance and client relationships.
- Qualifications: 8-15 years in investment advisory or risk-taking roles, with strong fixed income knowledge required.
- Other info: This is a unique opportunity to thrive in a dynamic, client-facing environment.
The predicted salary is between 72000 - 108000 £ per year.
Role Overview:
We have partnered with a Tier-1 Alternative Investment Manager (150bn AUM) looking to hire a Senior Cross-Asset Investment Advisor to join their highly successful team in London.
This is a high-profile, senior role (Director level), focused on discussing trade ideas and the most effective expressions of views with a sophisticated client base, predominantly HNW/UHNW and institutional clients.
Our client has a long-term track record of excellent investment performance , substantial recent AUM growth , and strong profitability , with ambitious growth plans ahead.
The ideal candidate will have a strong fixed income background (as a discretionary portfolio manager, investment advisor, trader, or risk-taker) with additional experience in cross-asset or structured products being a plus. The client base is typically sophisticated, and trades often involve multi-layered structures, including derivatives on complex instruments.
The firm's advisory platform is highly respected , with an excellent culture, attracting talent from top-tier institutional asset managers, hedge funds, and sell-side institutions.
Key Responsibilities
- Discuss trade ideas and investment recommendations across fixed income and other asset classes with a wide range of clients.
- Deliver market insights and trade ideas (both tactical and long-term) to HNW/UHNW clients, based on their risk appetite.
- Leverage the firm’s research capabilities and house views to develop high-conviction trade ideas.
- Collaborate with senior leadership, including the CEO and portfolio management teams, to ensure top-tier service and investment performance.
- Provide proactive investment guidance, continuously optimizing client positions.
Requirements & Qualifications:
- Proactive, hands-on mentality, with ability to thrive in a high-touch, client-facing environment, identifying risks and opportunities in real time.
- 8-15 years of experience in buy-side or sell-side risk-taking or client advisory roles.
- Strong knowledge of fixed income or cross-asset markets, with demonstrated ability to generate strong investment returns while prioritizing capital preservation.
- Experience in trade and portfolio execution is a key requirement.
- Excellent client-facing skills, with confidence and gravitas to interact with sophisticated and legacy HNW/UHNW clients.
- Ability to articulate trade recommendations clearly and effectively.
- Global mindset, capable of providing diversified investment perspectives beyond local markets.
This is a unique opportunity to join a firm with an exceptional track record and recent growth , offering high visibility and significant impact.
Founded in 2018, Laz Partners is an executive search firm specializing in talent acquisition for portfolio management and research roles.
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Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office (London) employer: Laz Partners
Contact Detail:
Laz Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office (London)
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience with HNW/UHNW clients. Attend industry events and seminars to connect with potential colleagues and learn about the latest trends in cross-asset investments.
✨Tip Number 2
Stay updated on market trends and developments in fixed income and cross-asset products. Subscribe to relevant financial news outlets and research reports to ensure you can discuss current trade ideas and market insights confidently during interviews.
✨Tip Number 3
Prepare to demonstrate your ability to generate strong investment returns while prioritising capital preservation. Be ready to share specific examples from your past experiences that highlight your success in managing client portfolios and executing trades.
✨Tip Number 4
Familiarise yourself with the firm's advisory platform and its unique culture. Understanding their approach to client service and investment performance will help you articulate how you can contribute to their ongoing success during discussions with senior leadership.
We think you need these skills to ace Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fixed income and cross-asset markets. Emphasise any roles where you've successfully advised HNW/UHNW clients or executed complex trades.
Craft a Compelling Cover Letter: In your cover letter, discuss your proactive approach and hands-on mentality. Mention specific examples of how you've identified risks and opportunities in client portfolios to demonstrate your suitability for the role.
Showcase Your Market Insights: Include a section in your application that outlines your market insights and trade ideas. This could be a brief analysis of current trends in fixed income or cross-asset markets, showcasing your expertise and thought leadership.
Highlight Collaboration Skills: Since the role involves working closely with senior leadership, make sure to highlight any past experiences where you've collaborated with executives or portfolio management teams to achieve investment goals.
How to prepare for a job interview at Laz Partners
✨Showcase Your Expertise
Make sure to highlight your extensive experience in fixed income and cross-asset markets. Be prepared to discuss specific trade ideas you've successfully executed in the past, demonstrating your ability to generate strong investment returns.
✨Understand the Client Base
Familiarise yourself with the characteristics of HNW/UHNW and institutional clients. During the interview, articulate how you would tailor your investment recommendations to meet their sophisticated needs and risk appetites.
✨Demonstrate Proactive Thinking
Emphasise your proactive, hands-on mentality. Share examples of how you've identified risks and opportunities in real-time, showcasing your ability to thrive in a high-touch, client-facing environment.
✨Communicate Clearly and Confidently
Practice articulating complex trade recommendations in a clear and effective manner. Confidence is key, especially when interacting with senior leadership and sophisticated clients, so ensure you convey your insights with gravitas.
