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.
Title: Private Client Investment Consultant (Mandarin speaking)
Location: Central London
Salary: £30,000 base salary + generous uncapped commission (realistic OTE £60,000–£90,000)
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.