We serve a discerning client base comprising High Net Worth and Ultra High Net Worth Individuals, Institutional Investors and Family Offices. As part of our continued growth, we are seeking an experienced, client-focused Investment Adviser/Consultant to join our team.

As an Investment Adviser / Consultant, you will work closely with our Relationship Managers and report to the Chief Investment Officer. You will play a key role in providing investment advice, portfolio recommendations and market insights to clients, supported by in-depth financial market analysis.

The ideal candidate is analytical, commercially minded, client-focused and comfortable working in a collaborative, fast-paced environment.

Key Responsibilities:

Provide high-quality investment advisory services to private wealth clients, including the formulation of investment strategies and portfolio recommendations.

Analyse global financial markets, macroeconomic trends and investment opportunities to support client portfolio decisions.

Assess clients’ investment objectives, risk tolerance, time horizon, liquidity needs, and return expectations.

Develop and maintain investment policy statements and portfolio strategies aligned with clients’ goals.

Deliver timely investment ideas, trade recommendations and market updates to Relationship Managers and clients.

Support the buying and selling of securities in client accounts in line with approved investment strategies and objectives.

Review portfolio performance and recommend adjustments where appropriate.

Maintain and strengthen relationships with new and existing clients by providing regular portfolio updates, market views and investment insights.

Ensure investment activities comply with applicable regulatory requirements, internal policies, investor disclosures, privacy obligations, anti-money laundering rules and anti-fraud measures.

Build and maintain strong relationships with external partners and counterparties, including private banks, brokers, investment banks, custodian banks and trustees.

Job Requirements:

Degree in Finance, Business, Economics, Banking or a related discipline.

Minimum of 2 years of experience in an investment advisory, portfolio advisory, wealth management, or similar role.

Strong understanding of capital markets, asset classes, investment products, and portfolio construction. Proficient in asset classes including equities, fixed income, alternative assets, and structured products.

Good analytical skills with the ability to interpret financial markets and identify investment opportunities.

Client-focused mindset with strong relationship management and communication skills.

Ability to work effectively with Relationship Managers, investment teams, clients and external counterparties.

Strong presentation, negotiation, problem-solving and written communication skills.

Sound judgment, strong sense of urgency and high standards of professional and personal integrity.

Relevant regulatory qualifications and experience in private wealth or EAM platforms would be advantageous