Unlock Your Potential as an Investment Advisor / Sales Manager at Alan & Grant

Are you a seasoned relationship manager with an established network of affluent clientele? Do you thrive in high-stakes environments where your ability to originate, develop, and close high-ticket investment opportunities directly drives business success? If so, an exciting career opportunity awaits you.

Alan & Grant, a premier Human Resources and Business Advisory firm, is seeking a highly driven and relationship-focused Investment Advisor / Sales Manager on behalf of a esteemed client. Known for co-creating relevant and impactful solutions for clients, Alan & Grant is looking for a dynamic professional ready to take their career to the next level.

Role Overview

In this pivotal role, you will be tasked with driving aggressive business growth by leveraging your established relationships with Ultra High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and other affluent clientele. You will own the complete sales cycle—from prospecting and relationship development through negotiation and deal closure—ensuring that assigned sales, revenue, and investment mobilization targets are consistently met and exceeded.

Key Responsibilities

Develop and maintain strong, trust-based relationships with UHNI, HNI, and affluent clients.
Leverage your established network of high-value clients to generate lucrative new business and investment opportunities.
Identify and engage prospective clients with significant investment capacity.
Present and communicate complex investment opportunities clearly and persuasively to both prospective and existing clients.
Manage and drive the complete sales cycle, expertly handling negotiations and deal closures.
Achieve and exceed ambitious sales, revenue, and investment mobilization targets.
Design tailored investment solutions aligned with clients' financial objectives, risk appetites, and unique preferences.
Maintain the utmost discretion and confidentiality when managing sensitive client relationships and financial portfolios.
Foster long-term loyalty and identify strategic opportunities for cross-selling and repeat business.
Maintain accurate, up-to-date records of all client interactions, prospects, and sales activities.

Candidate Requirements

To be considered for this prestigious role, candidates must meet the following criteria:

Experience: 3 to 12 years of relevant experience in sales, relationship management, or investment advisory.
Industry Background: Proven professional background in luxury fashion, luxury automotive, banking, or investment banking.
Network: Demonstrable, active access to a strong network of HNI and UHNI clients.
Track Record: A verifiable history of originating and closing high-value transactions while consistently meeting or exceeding sales targets.
Client Service: Extensive experience managing sophisticated client relationships with a deep understanding of premium and luxury client service expectations.

If you possess the ambition, network, and expertise to excel in this high-performance environment, we encourage you to apply today and embark on a rewarding journey with Alan & Grant.

Method of Application

Interested and qualified candidates should send their updated CVs/Resumes to the designated recruitment email address provided by Alan & Grant, ensuring that the subject line clearly reflects the position applied for: Investment Advisor / Sales Manager.