Portfolio Manager
2 weeks ago
Join Our Team
Balfour Capital Group is a leading provider of financial services, dedicated to delivering exceptional results to our clients.
We are seeking experienced sales professionals to join our team as Investment Advisors, working closely with a talented group of experts to identify and develop relationships with high-net-worth clients across multiple regions.
This is a commission-only position with the potential to earn $250,000 or more annually through our lucrative commission structure, making it an attractive opportunity for those looking to advance their careers in the financial sector.
Key Responsibilities:
- Client Engagement: Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives.
- Strategic Planning: Collaborate with veteran hedge fund managers to refine strategies and proposals for prospective clients, driving business growth and revenue.
- Team Collaboration: Partner with regional managers to expand Balfour's international footprint, leveraging expertise and resources to deliver exceptional results.
- Compliance and Risk: Ensure adherence to regulatory requirements, maintaining and updating Know Your Customer (KYC) documentation for each account originated.
- Industry Insights: Stay informed about global economic trends, market shifts, and compliance standards to provide expert advice to clients.
Ideal Candidate Profile:
- Experience: Minimum of 5 years in sales, preferably within financial services.
- Network: Established connections with high-net-worth clientele.
- Education: Bachelor's or Master's degree in Finance, Business, or a related field; advanced degrees or certifications are a plus.
- Skills: Strong relationship development, risk awareness, and a consultative selling approach.
- Mindset: Proactive, adaptable, and ready to manage evolving client needs in a dynamic global market.
- Earning Potential: Commission-only structure with weekly payouts; top performers can earn between $100,000 and $500,000 or more annually.
- Training: Access to daily market briefs and advanced training sessions provided by experienced fund managers.
- Professional Growth: Opportunities for ongoing learning and potential stock options for top producers upon Balfour's anticipated public offering.
- Work Culture: Flexible, collaborative environment that values diversity and innovative thinking.
Why Balfour Capital Group?
- Market Recognition: Recognized membership in the Hedge Fund Association and licensed in multiple jurisdictions.
- Infrastructure: Prime brokerage agreements with top-tier institutions, providing best-in-class front-end and back-end solutions.
- Proven Results: Established reputation for delivering exceptional financial solutions to clients.
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