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

Regulatory & Licensing

Advisors must hold, or be willing and able to obtain, all licenses, registrations, and authorisations required to conduct investment advisory or distribution activity in their home jurisdiction. Balfour Capital Group does not sponsor or support any activity that would constitute unlicensed regulated activity in any jurisdiction.

This engagement is not an offer of employment or securities in any jurisdiction in which such an offer would be unlawful or would require additional registration or authorisation not currently held.

Compensation

This is a commission-only engagement. Compensation is directly tied to production and client acquisition activity, with uncapped upside for high performers. Individual outcomes vary significantly and depend on the advisor’s book, activity, market conditions, and other factors; no specific earnings level is represented or guaranteed.

Leading producers may also be considered for participation in the firm’s long-term employee stock ownership programme (ESOP), subject to eligibility, board approval, and any applicable regulatory requirements.

The Balfour Platform

Advisors joining Balfour Capital Group gain access to:

• A diverse range of partner investment products and solutions, enabling advisors to serve a broad client spectrum with confidence
• Regular market intelligence and training delivered by senior members of the investment team
• Institutional-grade front and back-office infrastructure
• A global events programme, with live investor and client events held across key markets
• Direct access to senior leadership throughout the engagement

About Our Leadership

Balfour Capital Group holds membership with the Hedge Fund Association (Member #778), an industry trade body. The firm’s Chief Investment Officer, Steve A. Lawrence, is a recognised voice in global markets, regularly featured on CNBC and the New York Stock Exchange, and cited in Bloomberg, Reuters, Finance Asia, and Asian Investor.

Application Process

Interested candidates should apply:

• Via LinkedIn, or
• Submit a CV directly to hr@balfourcapitalgroup.com.

Shortlisted candidates will be invited for a Zoom interview with Balfour’s senior management team. Onboarding is subject to:

• Completion of compliance review
• Background and regulatory history checks
• Reference checks
• All required licensing verification

Balfour Capital Group is committed to building a diverse and inclusive advisor network and welcomes applications from qualified professionals across all backgrounds.