Investment Consultant (vp/svp)

Apex Group

London, United Kingdom
On-site
Institutional investor market knowledge
Alternative investments expertise
Client relationship management
You will maintain active relationships with and provide advice to our existing portfolio of clients as well as will lead/be involved in a variety of high-impact projects for institutional clients such as strategy reviews, manager selection, due diligence and other client projects

Job Summary

  • You will maintain active relationships with and provide advice to our existing portfolio of clients as well as will lead/be involved in a variety of high-impact projects for institutional clients such as strategy reviews, manager selection, due diligence and other client projects.
  • Drawing on your understanding of the UK/global institutional investment allocator (e.g. pensions) market, you will have significant involvement in winning new business and introducing our firm to prospective clients.
  • A key focus of the role will on be developing and building the business in the UK and internationally (e.g. Middle East) to help drive the expansion Apex Investment Advisory and expand its global footprint.

Matching Summary

You will maintain active relationships with and provide advice to our existing portfolio of clients as well as will lead/be involved in a variety of high-impact projects for institutional clients such as strategy reviews, manager selection, due diligence and other client projects.

Skills & Requirements

Must-have

  • Institutional investor market knowledge
  • Alternative investments expertise
  • Client relationship management
  • New business development
  • UK/global institutional investment allocator market

Nice-to-have

  • Sovereign investors, pensions, insurance experience
  • Family offices, financial institutions, wealth channels experience
  • Positive disrupter mindset

Key Requirements

  • Minimum of 7 years’ relevant experience
  • Fully qualified/Part-qualified professional qualifications (CFA, FIA)
  • Upper-second level degree
  • Eligible to live and work in the United Kingdom

Work Rights

Must be eligible to live and work in the UK

Tailored Resume

Cover Letter