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  • Posted: Aug 24, 2026
    Deadline: Not specified
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  • 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 pr...

     

    Investment Advisor / Sales Manager

    Job 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.

    Method of Application

    Interested and qualified? Go to Alan & Grant on alanandgrant.zohorecruit.com to apply

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