Senior Investment Advisor - Wealth Management

About the role

An independent investment banking and corporate advisory firm is hiring a dynamic, entrepreneurial Senior Investment Advisor for its Wealth Management division. The role combines investment strategy and advisory work with relationship building and business development, and involves growing the firm's Assets Under Management (AUM) across several key cities.

Key responsibilities

• Lead investment strategy and portfolio construction, developing and overseeing the firm's investment philosophy, asset allocation and portfolio frameworks, with periodic product diligence and performance tracking.
• Advise clients on opportunities across public markets, private equity, alternatives, real assets, fixed income and cash management, and monitor global markets to recommend timely actions.
• Build and oversee risk management processes, and develop the investment platform by securing relationships with external providers and working with Client Advisors.
• Prepare client portfolio reports and research reports, including the daily newsletter and periodic research reports.
• Support existing products and strategies, identify new organisations and strategies to acquire, and act as a trusted advisor in client and prospect meetings.
• Build partnerships with global and local investment managers, banks, custodians and service providers, and help win new client relationships.
• Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology and Compliance, and expand the firm's reach across London, Lagos, Chicago, Abuja and Dubai.
• Refine the service offering, set up investment governance frameworks, raise the firm's profile through thought leadership and mentoring, and market the Wealth Management proposition through media and speaking engagements.

Required profile

• Minimum 10+ years' experience in investment management, ideally in a family office, private bank, fund company, asset manager or institutional allocator.
• BSc in Finance, Economics or a related field; MBA, CFA, CIMA or CFP designation strongly preferred.
• Track record advising UHNW clients and supporting business development.
• Experience building or scaling an investment platform, supporting Client Advisors in growing their books of business, and overseeing due diligence on new and existing strategies.
• Strong global network of investment managers, banks and service providers, and ability to handle confidential matters with discretion.

Required skills

• Proficiency in MacOS Keynote, Numbers and Pages, and MS PowerPoint, Excel and Word.
• Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios, with strong investment research and analysis skills.
• Thorough knowledge of the financial industry and financial products.