High Net Worth Sales

Join to apply for the High Net Worth Sales role at Olivetree Group .

Get AI-powered advice on this job and more exclusive features.

Alvar Financial Services is a boutique firm offering a variety of investment and trading services through its business lines: Equity Markets for professional and institutional clients, Research Services, and Electronic Global Retail Platform for private clients. Our small community and flat structure empower our people to grow and create innovative ideas within their expertise, driving mastery and innovation. We work together to be a trusted partner to our clients, providing insights and high-touch service.

Role Responsibilities

1. Develop close relationships with High Net Worth (HNW) clients, providing insights on market sentiment, idea generation, execution quality, trading flows, and price changes.
2. Source new HNW clients to expand the franchise.
3. Monitor trading to ensure best execution at all times using all available venues.
4. Develop and maintain good relationships with brokers, ensuring professionalism and high-quality service.
5. Conduct market research, including understanding relevant regulatory, technical, and compliance issues.
6. Monitor and report suspicious client activity to Compliance.

The Ideal Candidate Disposes Of

1. Previous experience in financial services is essential.
2. Strong client relationship skills.
3. Ability to work collaboratively and independently.
4. Excellent interpersonal and communication skills, both verbal and written.
5. Strong attention to detail and accuracy.
6. Ability to prioritize in a fast-changing environment.

This role is regulated under the FCA’s Senior Managers and Certification Regime.

Commitment To Diversity

At Alvar Financial Services, we believe every voice matters. We strive for a respectful environment where everyone can be authentic and free from discrimination. We are committed to diversity and inclusion, prohibiting discrimination based on race, gender, age, disability, or other protected characteristics. We also provide reasonable accommodations for individuals with disabilities; please contact our HR team at .

Additional Details

• Seniority level: Entry level
• Employment type: Other
• Job function: Sales and Business Development
• Industry: Capital Markets

#J-18808-Ljbffr