Private Client Investment Consultant

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. • Relevant qualifications (e.g. IMC, CFA, IAD, RDR, etc.) • CF30 status (preferred) • 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.