Private Client Investment Consultant (Mandarin speaking)

Overview

Be part of an entrepreneurial Multi Family Office redefining modern wealth advisory. With a strong investment focus and a commitment to independent, tailored solutions, the firm provides a high-performance platform for commercially driven professionals looking to build long-term client relationships and grow with the business.

Location: Central London

Languages: Native Mandarin and fluent English

Job type: Full time, permanent

Responsibilities

• Develop and implement sales strategies to acquire new clients and expand business relationships, with a focus on High-Net-Worth individuals and families.
• Build and maintain strong relationships with existing clients, understanding their family wealth aspirations and providing tailored advice.
• Conduct market research and analysis to identify new business opportunities.
• Collaborate with internal teams to develop customized family wealth solutions for clients and create a network and ecosystem of external advisors.
• Meet sales targets and contribute to the overall growth of the firm.
• Ensure effective risk management and maintain appropriate controls throughout the sales process.

Qualifications and Experience

• Native-level Mandarin and fluent English are required for this role.
• Ideally 2–3 years of experience in sales or relationship management, with exposure to HNWIs.
• Holds CF30 approval (or equivalent) or is close to obtaining it.
• Ability to digest information, take instructions, ask questions, and communicate effectively with all stakeholders.
• Experience in event management, business development, and PR responsibilities would be considered favourably.
• Key qualities: trustworthy, reliable, tenacious, resilient, thorough, and excellent attention to detail.

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