logo for Alexander Lort

Private client portfolio advisors. - City, London, United Kingdom, EC1A2


The client.

Our client is a well- respected private client discretionary investment manager, privately owned and an independent multi-billion-dollar investment management company.

They offer a wide range of wealth management strategies managed for individuals and institutions by devising a bespoke investment plan for each client.

They enjoy a respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments and are seeking an RDR compliant senior consultant to sell its investment management capabilities to potential investors.


The ideal candidate will be comfortable and confident dealing with HNW investors, an excellent communicator with a track record of successful client acquisition of investment portfolios and wealth advice.

We are seeking an individual who has experience of developing a client bank with a private client retail financial services background, International experience along with an entrepreneurial attitude would be beneficial, and with a track record of successful acquisition of private client wealth customer base.

Experience of creative selling techniques would be an advantage. In a nutshell we seek an exceptional communicator who can close.

Every client has a dedicated Investment manager, keeping them well informed with regular and personal reporting. Along with an extensive "Markets Commentary" distributed quarterly, along with periodic written communication from the Investment Policy Committee, detailing thoughts on the most significant market, economic and political news.

Client leads are provided along with all the support, report writing, and administration and an extensive database of leads is available.

High earnings are enjoyed for a successful Private Client wealth adviser, the remuneration escalating and creating maximum earnings after a three-year consistent performance as trail is paid on all business accumulated over 36 months.

Earnings of 150k and 200k is usual in year one and two respectively further escalating on year 3 so the top performers will be highly rewarded.

Basic salary is 60k plus travel expenses, and several hundred thousand income is enjoyed by established advisors.