Provide a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection
Job Summary
Provide a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection.
Lead high-impact projects for institutional clients such as strategy reviews, manager selection, and due diligence.
Develop and build the business in the UK and internationally to help drive the expansion of Apex Investment Advisory and expand its global footprint.
Matching Summary
Provide 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
Business development and new client acquisition
Nice-to-have
Global institutional footprint expansion
Positive disrupter mindset
Cross-jurisdictional service delivery
Key Requirements
Minimum of 7 years’ relevant experience
Fully qualified/Part-qualified professional qualifications (CFA, FIA)