Investment Advisor / Sales Manager at Alan & Grant
Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
…additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall productivityJob Summary
Our client is seeking a highly driven and relationship-focused Investment Advisor / Sales Manager to drive business growth by leveraging established relationships with Ultra High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and other affluent clientele.
The ideal candidate will have a strong track record in relationship management and high-value sales, with direct access to affluent networks and the ability to originate, develop, and close high-ticket investment opportunities.
Key Responsibilities
Develop and maintain strong relationships with UHNI, HNI, and affluent clients.
Leverage an established network of high-value clients to generate new business and investment opportunities.
Identify and engage prospective clients with significant investment capacity.
Present and communicate investment opportunities clearly and persuasively to prospective and existing clients.
Drive the complete sales cycle, from prospecting and relationship development through negotiation and deal closure.
Achieve and exceed assigned sales, revenue, and investment mobilisation targets.
Develop tailored investment solutions based on clients' financial objectives, risk appetite, and investment preferences.
Maintain a high level of discretion and confidentiality when managing sensitive client relationships and financial information.
Build long-term client relationships and identify opportunities for cross-selling and repeat business.
Maintain accurate records of client interactions, prospects, opportunities, and sales activities.
Requirements
3–12 years of relevant sales, relationship management, or investment advisory experience.
Proven experience in luxury fashion & luxury automotive, banking, or investment banking,
Demonstrable access to a strong network of HNI/UHNI clients.
Proven ability to originate and close high-value transactions.
A strong track record in meeting or exceeding sales targets.
Experience managing sophisticated and high-value client relationships
Strong understanding of premium/luxury client service and expectations.