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HNW Client Adviser

2 months ago

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Job Summary

We are seeking a highly experienced and motivated Private Client Equity Advisor to join our team at Anton Murray Consulting. As a key member of our Wealth Management division, you will be responsible for building and maintaining strong relationships with High Net Worth Individual clients, providing expert advice on equity market access and generating revenue through commission-based sales.

About the Role

This is an exceptional opportunity for a well-established Private Client Advisor to leverage their expertise and network to drive business growth and revenue for our client. You will work closely with our ECM and Advisory team to connect private clients with exclusive equity markets deal-flow, and be paid a high commission on equity flow revenue.

Key Responsibilities

  • Build and maintain strong relationships with High Net Worth Individual clients, providing expert advice on equity market access and generating revenue through commission-based sales.
  • Work closely with our ECM and Advisory team to connect private clients with exclusive equity markets deal-flow.
  • Develop and execute strategies to drive business growth and revenue for our client.
  • Collaborate with a team of competent professionals to deliver exceptional client service and achieve business objectives.

Requirements

  • Bachelor's degree in Finance or related field.
  • At least 5 to 10 years' of direct HNW equity markets private client advisory experience.
  • Strong ethical alignment to generate revenue and deliver superior outcomes for clients.
  • Excellent communication and interpersonal skills.