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.