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
Key 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.
Preferred 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.
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
Key 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.
Preferred 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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