Partner - Wealth Advisor
Our client is a well-established independent investment management firm managing $2bn in assets for high-net-worth individuals, families, and institutions. The firm is seeking a Partner to help drive investment performance, client growth, and the long-term strategic development of the business.
Responsibilities
- Manage and grow HNW/UHNW client relationships.
- Contribute to investment research, stock selection, and portfolio management.
- Support business development and asset gathering initiatives.
- Participate in Investment Committee discussions and decision-making.
- Help shape the firm's strategic direction and future growth.
- Work alongside the existing partners on leadership and operational initiatives
Requirements
- 10+ years' experience in investment management, private banking, wealth management, or asset management.
- Strong understanding of portfolio management and equity investing.
- Demonstrated ability to develop and retain client relationships.
- Existing network and asset-gathering experience preferred.
- Entrepreneurial mindset with an interest in leadership and ownership.
- Team-oriented with strong commercial and relationship management skills.
Why Apply?
- Genuine partnership opportunity.
- Established and respected investment platform.
- Ability to influence both investment strategy and business growth.
- Collaborative, entrepreneurial culture with long-term upside.
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