Investment Advisor - London, United Kingdom,

£80-100k

Home > Mandates > Junior Investment Advisor, Single Family Office, London

Junior Investment Advisor, Single Family Office, London

Mandate Status: Active Mandate Code: SEL002/2/11 Posted: Wednesday 31st July, 2019

- Our client is a successful entrepreneur with multinational business interests and is in the process of creating a

Single Family Office out of London or Cyprus (Limassol/Nicosia)

- The primary objective of the family office will be the holistic oversight and overall management of the assets of the holding company Requirements:

  • Preference towards candidates with between 3 - 8 years of experience within an investment advisory position at a Family Office or Private Bank
  • Good knowledge of all investment products and asset classes
  • Experience in wealth planning, legal advisory, fund management and cash optimization
  • Adaptable, able to work effectively in a family owned and culturally sensitive environment, showing an ability to adapt to a diverse business which will require strong diplomatic skill
  • Experience of a rigorous investment process, able to evaluate and offer improvements to the existing investment process
  • Fluency in Russian is mandatory
Responsibilities:
  • Have oversight of asset management, investment management, asset protection and risk management
  • Coordinate family financial objectives and outline investment parameters and benchmarks
  • Organize and implement an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by the principal
  • Identifying new opportunities for investment
  • Drafting investment memos and creating financial models
  • Deal execution with oversight over documentation, liaising with legal teams, external parties, etc.
  • Ensure Tax Efficiency
  • Research and identify the best money managers around the world to implement the applicable allocation towards each specific asset class
Tags Russia / CIS Private Wealth Management Vice President Associate London

Register automatically using your LinkedIn account

Delta is looking for young motivated individuals looking to gain experience within a vibrant and diverse workplace environment.

The Mandate Archive includes previous mandates executed and completed by Delta Executive Search across the markets and product areas that we cover.