A specialist investment management and advisory firm, providing tailored investment solutions, partnering as a distributor for a high-performance, multi-strategy asset manager is looking to hire an experienced private banking or wealth management professional. Our client is recognised for its quantitative investment strategies, consistently delivering strong risk-adjusted returns, high Sharpe ratios and a proven track record of out performance. The role requires transitioning into a buy-side capital raising role, focused on originating assets through your existing network of HNWIs, UHNWIs, and family offices.
You benefit from deep institutional support, specialist expertise, and access to differentiated investment strategies designed to deliver long-term value for sophisticated clients.
Responsibilities include client origination and relationship management, advisory and representation. Tailored investment solutions, capital raising and investor engagement, strategic distribution and fund-raising, ongoing relationship and portfolio review, regulatory and policy adherence.
The ideal candidate will have a minimum of 10 years experience in private banking or wealth management. Be able to demonstrate a track record of raising capital from private clients and intermediaries. A deep understanding of investment products: hedge funds, private markets, long-only, SMAs, and hybrids. RDR-compliant qualification (minimum Level 4), such as the Investment Management Certificate (IMC) or Investment Advice Diploma (IAD) CFA, CAIA, or MBA preferred. Sring regulatory awareness and a proven AUM growth and revenue history. Backgrounds from leading Swiss, UK, and international private banks or family office platforms will be highly regarded.
This is a high-reward opportunity, offering a competitive salary plus incentive structure. If you believe you possess the necessary skills to meet our client's requirements and are eager to seize this exiting opportunity, please email your current CV to Vanessa Raine at vanessa.raine@ap-executive.com or call +44 20 7660 1574.
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