Investment Advisor, Wealth Management

We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth

Management division. This is a rare opportunity to shape the investment philosophy, service

offering, and market positioning of a young multi-family office with global ambitions

• Investment Strategy & Advisory • Leading investment strategy and portfolio construction. • Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks. • Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking • Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management). • Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives. • Build and oversee robust risk management processes. • Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors. • Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report. • Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports. • Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
• Relationship & Business Development • Building relationships with global service providers and investment managers. • Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers. • Acting as a trusted advisor to clients. • Represent the Firm in client and prospect meetings, articulating the firm’s value proposition. • Support new client acquisition by leveraging personal networks, credibility, and industry visibility. • Collaborate with Client Advisors to define a clear value proposition. • Communicate our value proposition to internal and external stakeholders, existing clients, and new prospects. • Playing a critical role in business development and winning new client relationships. • Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience. • Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients. • Play a leading role in expanding the firm’s reach across London, Lagos, Chicago, Abuja, andDubai
• Firm Leadership & Growth • Work to refine the firm’s service offering and deliver operational excellence. • Establish investment governance frameworks, policies, and procedures. •Raising the profile of the firm through thought leadership and networking. • Contribute to building the Firm’s brand and reputation in global markets. • Mentor and develop junior talent as the firm grows. • Market the Wealth Management proposition through external media positioning and speaking opportunities.

• BSc Degree in Finance, Economics, or related field.MBA, CFA, CIMA, or CFP designation or equivalent qualification strongly preferred.
• Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios
• Thorough knowledge of financial industry and financial products
• Strong global network of investment managers, banks, and service providers
• Strong investment research and analysis skills
• Track record of advising UHNW clients and supporting business development.
• Experience supporting Client Advisors to build and grow “books of business
• Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.