Investment Advisor

Description:

Balfour Capital Group, a distinguished boutique Investment Banking Firm/Hedge Fund, is on the hunt for sales aficionados to fortify our business presence across diverse locations.

Managing over $250M in trading operations globally, we delve into various strategies and mark our footprint in every major market including:

• US
• Australia
• Germany
• UK
• Hong Kong
• and France

Dealing in Commodities, Currencies, ETFs, Bonds, and Precious Metals.

Cutting edge technology with world class results. Best in class back-end and front-end solutions.

Proud Member of:

• HFT – Hedge Fund Association Member #778.

The firm is licensed globally but is only expanding in various regions.

We invite prospective candidates to explore our track record on our LinkedIn page for a glimpse into our esteemed legacy.

Primary Role:

• Expansion of high net-worth client base and balance sheet through multifaceted channels.
• Marketing and introducing investors to diverse investment opportunities.
• Direct interaction with our veteran hedge fund managers.

Ideal Candidate Profile:

Possesses clients and/or works within sectors catering to high-net-worth individuals.

Minimum of 5 years of sales experience, preferably in the financial services industry.

Responsibilities:

• Work in tandem with regional Partnership Managers in acquiring new clients.
• Forge and nurture relationships with high-net-worth clients.
• Promote referrals from existing clientele.
• Update complete KYC details for originated accounts.
• Conduct joint meetings with the hedge fund manager, ensuring consistent reporting tracking.
• Stay informed of the current economic environment and capital markets.
• Deliver best-in-class customer service and meet the compliance and control standards set by the group.

Qualifications:

• Bachelor's/Master's degree in Finance, Business Administration, or related field.
• Advanced degrees and relevant certifications are a plus.
• Other industry-relevant sales experience considered.