The 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
The 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 and lead high-impact projects such as strategy reviews, manager selection, and due diligence.
This 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
The 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
Investment strategy and allocation
Nice-to-have
Positive disrupter mindset
Global institutional footprint growth
Bespoke consulting advice
Key Requirements
Minimum of 7 years’ relevant experience
Fully qualified/Part-qualified professional qualifications (CFA, FIA)
Upper-second level degree
Physically located and eligible to live and work in the UK