The Agency is recruiting for an Investment Advisor on behalf of our client.

Entrepreneurial Opportunity: Build and develop your own international client portfolio within an established wealth management platform.

Global Capabilities: Deliver sophisticated investment solutions supported by an extensive international network and leading research.

Professional Development: Benefit from dedicated mentorship, development programmes and supportive leadership focused on your success.

• Develop and execute a strategic plan to establish a successful investment practice.
• Provide tailored investment advice aligned with clients’ financial and wealth objectives.
• Grow a portfolio of international clients through networking and business development.
• Build trusted, long-term relationships with private clients, businesses and organisations.

• University-level education and a recognised investment qualification, such as the CSC, CIM or CFA.
• Proven experience independently managing client investment portfolios.
• Strong commercial drive with the ability to develop and expand a client base.
• Excellent communication and presentation skills with a results-focused approach.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email patrick@theagency.ky.