Independent Investment Advisor

Description:

Independent Investment Advisor

Balfour Capital Group

This is an independent contractor engagement. Compensation is structured on a commission-only, production-linked basis; no base salary or guaranteed income is associated with this role. Candidates should have established client relationships and the ability to develop business independently, within the bounds of any existing contractual obligations owed to current or former employers.

About Balfour Capital Group

Balfour Capital Group is a global investment advisory firm providing institutional-quality investment solutions spanning Commodities, Currencies, Fixed Income, ETFs, and Precious Metals. The firm operates across multiple jurisdictions, with group entities and regulatory standing being established and maintained in line with the markets it serves.

Beyond fund management, Balfour Capital Group operates a full-service investment advisory practice, working alongside world-class financial institutions to provide advisors and their clients with access to a carefully curated suite of institutional-grade products and solutions. This infrastructure allows the firm to serve a broad and diverse client base — from high-net-worth individuals to sophisticated institutional investors — with the depth and rigour typically reserved for the largest players in global finance.

Balfour Capital Group is built on a foundation of rigorous market expertise, multi-jurisdictional regulatory standing, and a commitment to delivering measurable outcomes for clients.
The Role

Balfour Capital Group is expanding its independent advisor network and is seeking experienced financial sales professionals to join as Independent Investment Advisors. This engagement is designed for seasoned practitioners seeking a sophisticated, well-resourced platform on which to deepen and grow their advisory practice.

Advisors operate as independent contractors, with full autonomy over their schedule, business model, and client engagement strategy, supported by Balfour's infrastructure, product suite, and senior management team.
Responsibilities

• • Identify, engage, and onboard high-net-worth and institutional clients across target markets
  • Leverage Balfour's portfolio of partner products and investment solutions to address diverse client objectives and grow your advisory practice
  • Collaborate with the firm's investment team to develop tailored strategies and client proposals
  • Maintain rigorous KYC, AML, and compliance documentation in line with applicable regulatory standards
  • Stay current on global macroeconomic developments, market conditions, and regulatory requirements in your home jurisdiction


• Candidate Profile
  • • Established client relationships: Candidates should demonstrate a track record of managing and maintaining HNW or institutional client relationships, and the ability to build business independently in compliance with any non-solicitation or restrictive covenants owed to prior firms
    • A minimum of five years of relevant experience in HNW advisory, wealth management, private banking, or institutional sales
    • Demonstrated understanding of regulatory obligations relevant to financial advisory in your home jurisdiction
    • A consultative, client-first approach with strong commercial instincts and the ability to operate independently