Private Client Investment Consultant
other jobs ABL Recruitment
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 per annum
Job Description:
Full job descriptionBe part of an entrepreneurial Multi Family Office redefining modern wealth advisory. With a strong investment focus and a commitment to independent, tailored solutions, the firm provides a high-performance platform for commercially driven professionals looking to build long-term client relationships and grow with the business.
Title:Private Client Investment Consultant (Mandarin speaking)
Location: Central London
Salary: £30,000 base salary + generous uncapped commission (realistic OTE £60,000–£90,000)
Languages: Native Mandarin and fluent English
Job type: Full time, permanent
Key Responsibilities
*Develop and implement sales strategies to acquire new clients and expand business relationships, with a focus on High-Net-Worth individuals and families.
*Build and maintain strong relationships with existing clients, understanding their family wealth aspirations and providing tailored advice.
*Conduct market research and analysis to identify new business opportunities.
*Collaborate with internal teams to develop customized family wealth solutions for clients and create a network and ecosystem of external advisors.
*Meet sales targets and contribute to the overall growth of the firm.
*Ensure effective risk management and maintain appropriate controls throughout the sales process.
Preferred Qualifications and Experience
*Native-level Mandarin and fluent English are required for this role.
*Ideally 2–3 years of experience in sales or relationship management, with exposure to HNWIs.
*Relevant qualifications (e.g. IMC, CFA, IAD, RDR, etc.)
*CF30 status (preferred)
*Ability to digest information, take instructions, ask questions, and communicate effectively with all stakeholders.
*Experience in event management, business development, and PR responsibilities would be considered favourably.
*Key qualities: trustworthy, reliable, tenacious, resilient, thorough, and excellent attention to detail.
Title:Private Client Investment Consultant (Mandarin speaking)
Location: Central London
Salary: £30,000 base salary + generous uncapped commission (realistic OTE £60,000–£90,000)
Languages: Native Mandarin and fluent English
Job type: Full time, permanent
Key Responsibilities
*Develop and implement sales strategies to acquire new clients and expand business relationships, with a focus on High-Net-Worth individuals and families.
*Build and maintain strong relationships with existing clients, understanding their family wealth aspirations and providing tailored advice.
*Conduct market research and analysis to identify new business opportunities.
*Collaborate with internal teams to develop customized family wealth solutions for clients and create a network and ecosystem of external advisors.
*Meet sales targets and contribute to the overall growth of the firm.
*Ensure effective risk management and maintain appropriate controls throughout the sales process.
Preferred Qualifications and Experience
*Native-level Mandarin and fluent English are required for this role.
*Ideally 2–3 years of experience in sales or relationship management, with exposure to HNWIs.
*Relevant qualifications (e.g. IMC, CFA, IAD, RDR, etc.)
*CF30 status (preferred)
*Ability to digest information, take instructions, ask questions, and communicate effectively with all stakeholders.
*Experience in event management, business development, and PR responsibilities would be considered favourably.
*Key qualities: trustworthy, reliable, tenacious, resilient, thorough, and excellent attention to detail.
Job number 3878317
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Company Details:
ABL Recruitment
Company size:
Industry:
ABL is a leading Recruitment Consultancy based in central London, predominantly focused on the recruitment of multilingual speakers across the UK and ...