We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division. This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions. This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up. The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, or related field.
- MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.
- Excellent ability to speak and write English language
- Proficient in MacOS Keynote, Numbers and Pages
- Proficient in MS Powerpoint, Excel & Word
- Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios
- Diligent, with excellent attention to detail
- Solid numeric ability
- Proficient in creating and delivering client presentations
- Strong investment research and analysis skills
- Thorough knowledge of financial industry and financial products
- Highly proficient in the preparation of investment research reports
- Strong global network of investment managers, banks, and service providers
- Track record of advising UHNW clients and supporting business development.
- Excellent communication and presentation skills. Able to synthesise and present complex information simply
- Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
- Trusted advisor with strong presence
- Experience building or scaling an investment platform, while making decisions around a number of strategies, platform positioning for advisors/clients, and pricing
- Experience supporting Client Advisors to build and grow “books of business”
- Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
- Communication experience across large and small groups via all mediums, including live presentations and televised interviews
- Strong organisational skills to manage on demand requests, projects and daily dutiesResult oriented, able to deliver on time, under pressure.
- Highly adaptable, able to deal with ambiguity and change
- Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
- Able to handle confidential matterswith absolute discretion
- Able to work in a fast-paced, team with minimal supervision.
- Proactive, with good decision-making capacity
- Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
- Must be mature and reliable.
Key Responsibilities of this role include but are not limited to:
Investment Strategy & Advisory
- Leading investment strategy and portfolio construction.
- Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
- Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
- Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
- Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
- Build and oversee robust risk management processes.
- Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
- Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
- Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
- Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
Relationship & Business Development
- Building relationships with global service providers and investment managers.
- Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.
- Acting as a trusted advisor to clients.
- Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
- Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
- Collaborate with Client Advisors to define a clear value proposition.
- Communicate our value proposition to internal and external stakeholders, existing clients, and new prospects.
- Playing a critical role in business development and winning new client relationships.
- Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience.
- Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients.
- Play a leading role in expanding the firm’s reach across London, Lagos, Chicago, Abuja, and Dubai.
Firm Leadership & Growth
- Work to refine the firm’s service offering and deliver operational excellence.
- Establish investment governance frameworks, policies, and procedures.Raising the profile of the firm through thought leadership and networking.
- Contribute to building the Firm’s brand and reputation in global markets.
- Mentor and develop junior talent as the firm grows.
Market the OBSIDIAN Wealth Management proposition through external media positioning and speaking opportunities.
go to method of application »
We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant. This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions. The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships. This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously. Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs. An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, Accounting, Business or related field.
- CFA, CFP®, CISI or equivalent designation preferred.
- Exceptional written and verbal, English language communication skills.
- Proficient in MacOS Keynote, Numbers and Pages.
- Proficient in MS Powerpoint & Word.
- High proficiency in Excel, including financial modelling and data analysis.
- Experience preparing client presentations, investment statements, transaction processing.
- Strong understanding of financial products and multi-asset class portfolios.
- Diligent, with excellent attention to detail and high accuracy in reporting.
- Strong numerical and analytical capability.
- Strong presentation and proposal development skills
- Exceptional interpersonal and communication skills
- Strong organisational and time management skills, ability to manage multiple tasks simultaneously
- Target-driven and results-oriented, able to deliver on time, under pressure
- Highly adaptable, able to deal with ambiguity and change
- High integrity and able to handle confidential matters with absolute discretion
- Highly responsive and service-oriented mindset.
- Able to work in a fast-paced team with minimal supervision
- Proactive, dependable and solutions-focused
- 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.
- Mature, reliable and professional.
Key Responsibilities of this role include but are not limited to:
Client Support & Relationship Backing
- Support the relationship managers in managing day-to-day client interactions and service requirements.
- Prepare meeting materials, client presentations and portfolio reports.
- Attend client meetings where required and document follow-up actions.
- Track and manage client requests to ensure timely and accurate execution.
- Serve as secondary point of contact for operational client matters.
- Assist in maintaining detailed client records and documentation.
Portfolio Reporting & Analysis
- Support performance tracking, asset allocation analysis and risk monitoring.
- Assist in preparing investment research summaries and commentary for clients.
- Coordinate with custodians and platform providers to obtain required data.
- Ensure accuracy and consistency of all client-facing reporting materials.
Execution & Operational Coordination
- Support client onboarding processes including documentation and compliance requirements.
- Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
- Monitor transaction processing and follow through to settlement confirmation.
- Assist with preparation of subscription documents and capital call notices where applicable.
- Maintain organised records of mandates, agreements and correspondence.
Business Development Support
- Support the Client Advisor in preparing pitch materials for prospective clients.
- Assist in researching prospects and preparing briefing notes.
- Maintain pipeline tracking and follow-up schedules.
- Prepare financial illustrations and proposal documentation.
- Provide analytical support during new client conversion processes.
Administrative & Process Improvement
- Identify opportunities to improve reporting efficiency and client servicing workflows.
- Maintain structured filing systems (digital and physical).
- Support preparation of internal performance dashboards.
- Contribute to continuous improvement of client experience processes.
Gmail
Yahoomail