Overview:
Hesham Sultan Ijaz is a leading bespoke financial advisory firm dedicated to delivering personalized investment strategies for high‑net‑worth individuals and families.
We are seeking an experienced Investment Consultant to join our Wealth Management team and act as a trusted advisor to HNI clients, guiding them through complex portfolio decisions.
In this role you will leverage deep market knowledge and analytical expertise to design customized investment solutions that align with clients’ long‑term financial goals and risk tolerance.
You will collaborate closely with senior partners, research analysts, and product specialists to stay ahead of market trends and ensure the highest level of service excellence.
The successful candidate will be responsible for building and nurturing long‑lasting relationships, expanding our client base, and contributing to the firm’s growth and reputation in the industry.
Our culture emphasizes integrity, continuous learning, and a client‑first mindset, offering a supportive environment where ambitious professionals can thrive.
This position provides a clear path for professional advancement, including opportunities to lead client engagements, develop niche expertise, and participate in strategic initiatives.
If you are passionate about wealth creation, enjoy solving sophisticated financial challenges, and aspire to make a meaningful impact for high‑net‑worth clients, we invite you to join our dynamic team.

Responsibilities:

Conduct comprehensive financial assessments for high‑net‑worth individuals, identifying investment objectives, risk profiles, and liquidity needs.

Develop and present tailored investment proposals, including asset allocation, alternative investments, and tax‑efficient strategies.

Manage client portfolios proactively, monitoring performance, rebalancing assets, and recommending adjustments in response to market changes.

Build and maintain strong relationships with HNI clients through regular communication, quarterly reviews, and personalized service.

Collaborate with research analysts and product teams to source innovative investment opportunities and stay informed on market developments.

Generate new business by prospecting, networking, and leveraging referrals to expand the firm’s high‑net‑worth client base.

Ensure compliance with regulatory requirements and internal policies, maintaining accurate documentation and audit trails.

Requirements:

Minimum 3 years of experience providing investment advisory services to high‑net‑worth clients or in private banking.

Proven track record of managing discretionary portfolios with assets under management of at least $5 million.

Strong analytical skills with proficiency in financial modeling, valuation techniques, and risk assessment.

Excellent communication and presentation abilities, capable of articulating complex concepts to sophisticated investors.

Relevant certifications such as CFA, CFP, or equivalent; a bachelor’s degree in Finance, Economics, or related field is required.

High ethical standards and commitment to regulatory compliance and fiduciary responsibility.

Benefits:

Competitive base salary with performance‑based bonuses tied to client acquisition and portfolio growth.

Comprehensive health, dental, and vision insurance coverage for employee and dependents.

Flexible hybrid work model with generous paid time off and remote work days.

Professional development stipend and support for certifications, conferences, and industry memberships.