Client Adviser

Location

Mayfair, Greater London | United Kingdom

Job description

What is Cadro?

Founded in 2021, Cadro is a fast-growing fintech investment management company based in Mayfair.

Designed for high-net-worth clients of the twenty-first century, we meet the needs of modern investors by combining the power of technology with personalised service and investment expertise.

Changing the industry for the better, our mission is to create informed and excited investors who feel connected to their investment team and confident about reaching their financial goals. We serve high-net worth entrepreneurs, professionals and visionaries.

Our talented and forward-looking team is growing rapidly. Our diversity of thought is our strength. Cadro brings together experts with diverse skillsets, who seek to challenge the status quo.

What will you be doing?

• Attracting new wealth management clients (£1m+)

• Managing client relationships

• Advising clients on suitable investment strategies

• Managing and mentoring junior members of the team

• Creating Cadro content

• Contributing to the development of Cadro and our unique culture

Requirements

• Excellent track record in the Wealth Management industry

• A current book of clients or the ability to rapidly build one

• Meticulous, persistent and collaborative

• Analytically-minded

• Strong interpersonal and communication skills

• Understands the bigger picture about company goals and priorities

• An interest in the fintech industry

Where will you be working? 

Our headquarters is Berkeley Square House, London.

INDLP

Job tags

Salary