Reports to: Director of Sales, North America
InvestX - The Company
InvestX Capital Ltd. is a fast-moving young company launched in March 2014 backed by a number of institutional investors. InvestX has been featured and covered by the Wall Street Journal, Fin Alternatives, Dow Jones, Globe & Mail, Thomson Reuters, New York Times and others.
InvestX gives broker dealer’s retail high net worth clients access to exclusive late-stage investments like DocuSign, Spotify, UBER, Pinterest, Dropbox in retail size allotments for the first time. Growth equity is one of the top performing asset classes but until InvestX had only been available to institutional and the ultra-high net worth investors.
Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong interpersonal skills who can thrive in an environment where innovative thinking, grit and determination are essential to building a successful business.
Private Client Advisor
The mission of the Role
The core goal of this position is to expand the Family Office and UHNW distribution channels and secure partnerships, set with the goal of growing AUM. The PCA’s role is to grow AUM, by attracting new SFO and MFO partners. Sales effectiveness is achieved by targeting Principles, CIOs and UHNW Investors.
We are looking for an experienced “sophisticated-driven-consultant,” someone who knows the UHNW landscape and the technical understanding of investing and bringing new accounts online. The ideal candidate will have a very high standard of sales acumen and relationship building — someone who understands that being a high performer in a sales organisation is about connecting, adding value and listening to people to find ways to create win-wins. You must be able to work autonomously within an organisation with limited and changing resources.
As an InvestX Private Client Advisor, you will partner with UHNW Investors and Family Offices to proactively engage new clients and prospects with a net worth of $5mm and above, in the effort to integrate of our growth-equity strategies within their investment portfolios.
You will provide front-to-back lifecycle education and marketing of the full Growth Equity Investments platform. This entails a full understanding of all details about the Growth Equity Investments and InvestX platforms, underlying assets, associated Firm research, portfolio positioning, systems, client eligibility and risk considerations.
Bonus Points for Having:
To apply please click here.