Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection
Job Summary
Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection.
You will maintain active relationships with existing clients, lead high-impact projects, and be significantly involved in winning new business and introducing the firm to prospective clients.
The role will focus on developing and building the business in the UK and internationally to help drive the expansion of Apex Investment Advisory and expand its global footprint.
Matching Summary
Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection.
Skills & Requirements
Must-have
Institutional investor market knowledge
Alternative investments expertise
Client relationship management
New business development
Nice-to-have
Sovereign investors, pensions, insurance experience
Proactive and disruptive approach
Key Requirements
Minimum of 7 years’ relevant experience
Fully qualified/Part-qualified professional qualifications (CFA, FIA)
Upper-second level degree in finance, mathematics, engineering, sciences or business