Wealth & Property Investment Advisor
North Strathfield, Australia | Posted on 04/02/2024 The Wealth & Property Investment Advisor will be responsible for providing... more info
Global Opportunities with Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm/Hedge Fund managing over $400M in global trading operations. Dealing in Commodities, Currencies, ETFs, Bonds, Precious Metals and more - tapping into every major market from the US and Australia to Germany, the UK, Hong Kong, and France. Driven by cutting-edge technology and backed by world-class results , we’re seeking experienced sales professionals to expand our high net-worth client base across various regions. Why Balfour Capital Group? Premier Market Presence: Licensed in multiple jurisdictions, with recognized membership in the Hedge Fund Association (Member #778) Robust Infrastructure: Prime brokerage agreements with top-tier institutions, providing best-in-class front-end and back-end solutions Proven Legacy: Check out our track record to witness our established market presence and performance Role Overview: High Net-Worth Focus: Drive business by introducing HNW individuals to diverse investment opportunities in Balfour’s portfolio Collaborative Engagement: Engage with veteran hedge fund managers to refine strategies and proposals for prospective clients Expansion & Relationship Building: Work alongside regional Partnership Managers to widen Balfour’s international footprint. Ideal Candidate Profile: Existing Network: Access to or experience working with HNW clientele 5+ Years in Sales: Preferably within financial services, though other relevant sectors may be considered Growth Mindset: Ready to manage evolving client needs in an ever-changing global market Education: Bachelor’s/Master’s in Finance, Business, or related field (advanced degrees/certifications a plus) Skills: Strong relationship development, risk awareness, and consultative selling approach Key Responsibilities Prospect and acquire HNW clients across multiple regions Collaborate with internal teams, including hedge fund managers, to ensure smooth client onboarding Maintain and update KYC documentation for each account originated Conduct client-facing meetings, jointly or independently, providing consistent reports and feedback Stay on top of global economic trends, market shifts, and compliance standards Commission-Only, High-Earning Potential: Weekly payouts with one of the industry’s most lucrative commission structures (top performers can earn between $100k and $500k+) World-Class Training: Daily market briefs and advanced training sessions, provided by experienced fund managers Professional Growth: Opportunities for ongoing learning, plus potential stock options for top producers when Balfour goes public in 2024 Innovative Work Culture: Flexible, collaborative environment that values diversity and fresh thinking How to Apply: Please submit your application through LinkedIn or apply directly with your CV. Shortlisted candidates will be contacted for a Zoom video interview , followed by a second meeting with one of our hedge fund managers. Upon compliance approval , you could start shaping your success with us in as little as 48 hours. Note: If you’re located outside our primary regions, email your CV to for consideration. Balfour Capital Group is an equal opportunity employer committed to fostering a diverse, inclusive environment for all. #J-18808-Ljbffr
North Strathfield, Australia | Posted on 04/02/2024 The Wealth & Property Investment Advisor will be responsible for providing... more info
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