Investment Advisor

4 weeks ago


Melbourne, Victoria, Australia Balfour Capital Group Full time
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.
Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations.
We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany, the UK, Hong Kong, and France.
With a team of over 250 advisors, we are committed to delivering exceptional financial solutions to our clients.
Role Overview We are seeking experienced sales professionals to join our team as Investment Advisors.
This is a commission-only position with the potential to earn $250,000 or more annually through our lucrative commission structure.
Key Responsibilities: Client Acquisition: Prospect and acquire high-net-worth (HNW) clients across multiple regions.
Collaborative Engagement: Work closely with veteran hedge fund managers to refine strategies and proposals for prospective clients.
Relationship Building: Partner with regional managers to expand Balfour's international footprint.
Client Management: Maintain and update Know Your Customer (KYC) documentation for each account originated.
Market Awareness: Stay informed about global economic trends, market shifts, and compliance standards.
Ideal Candidate Profile: Experience: Minimum of 5 years in sales, preferably within financial services.
Network: Established connections with high-net-worth clientele.
Education: Bachelor's or Master's degree in Finance, Business, or a related field; advanced degrees or certifications are a plus.
Skills: Strong relationship development, risk awareness, and a consultative selling approach.
Mindset: Proactive, adaptable, and ready to manage evolving client needs in a dynamic global market.
Earning Potential: Commission-only structure with weekly payouts; top performers can earn between $100,000 and $500,000 or more annually.
Training: Access to daily market briefs and advanced training sessions provided by experienced fund managers.
Professional Growth: Opportunities for ongoing learning and potential stock options for top producers upon Balfour's anticipated public offering in 2024.
Work Culture: Flexible, collaborative environment that values diversity and innovative thinking.
Why Balfour Capital Group? Market Presence: Licensed in multiple jurisdictions with recognized membership in the Hedge Fund Association (Member #778).
Infrastructure: Prime brokerage agreements with top-tier institutions, providing best-in-class front-end and back-end solutions.
Proven Legacy: Established track record demonstrating our market presence and performance.
As the firm expands its global footprint with advisors worldwide, Balfour Capital Group maintains impeccable credibility.
Our Chief Investment Officer, Steve A.
Lawrence, has been consistently interviewed on CNBC's 'Street Signs Asia' and 'Asia Squawk Box' , and quoted for market expertise in reputable publications such as Reuters, Finance Asia, Bloomberg, and Asian Investor.
Additionally, the firm consistently holds live events twice a quarter globally.
How to Apply: Please submit your application through Linked In or apply directly with your CV.
Shortlisted candidates will be contacted for a Zoom video interview, followed by a meeting with one of our hedge fund managers.
Upon compliance approval, you could start shaping your success with us in as little as 48 hours.
Note: If you're located outside our primary regions, email your CV to for consideration.
Balfour Capital Group is an equal opportunity employer committed to fostering a diverse and inclusive environment for all.
Seniority level Seniority level Not Applicable Employment type Employment type Contract Job function Job function Finance, Consulting, and Sales Industries Financial Services, Investment Advice, and Investment Management Referrals increase your chances of interviewing at Balfour Capital Group by 2x Get notified about new Investment Advisor jobs in Melbourne, Victoria, Australia .
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