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Careers

    • Our work is rooted in a clear focus: delivering profitable outcomes and lasting value for investors.

    We are a London-based intelligence connector and multi-solutions provider for professional investors. With decades of experience across financial services and asset classes, our team delivers bespoke, disciplined solutions rooted in transparency, innovation, and unwavering commitment.

    Advisory/Sales Manager

    for Alternative Investments for professional investors (AIFMD) globally commission based only

    Based in London in the UK, we are an intelligence connector and a multiple solutions provider. The combined skills of our team represent decades of experience in banks and financial services, encompassing a wide range of asset classes. Benefiting from our vast network, we have expertise in structuring financial solutions and adapting them to qualified investors. Our target clients are Professional Investors; Family Offices, Independent Asset Managers and Pension Funds.

    We are looking for highly motivated Advisory/Sales Manager for Alternative Investments globally who are responsible for proactive advisory/sales coverage for professional investors.

    • Take responsibility to source and foster new leads (institutional and professional clients) and establish strong prospect business cases
    • Work focused to convert leads into prospects, prioritise efforts to anticipate and ensure appropriate responses to prospect needs
    • Establishing and maintaining professional relationships with professional investors
    • Work globally, primarily remote with a home base and meeting clients physically
    • Update and maintain the CRM for accurate recordkeeping of all relationships
    • Provide and deliver a market leading Alternatives investments proposition and offering

    • Requirements:

    • Take responsibility to source and foster new leads (institutional and professional clients) and establish strong prospect business cases
    • Strong service mentality, team player mentality with emotional intelligence and experience of working with different cultures
    • Knowledge and understanding of the Alternatives industry across product and asset classes
    • Ensure compliance with all applicable regulations and restrictions
    • Responsibility for building a pipeline and business, including your own profile and network
    • Be part of our friendly, knowledge-sharing, entrepreneurial culture, and flat hierarchy
    • Work in a role that lets you learn, and gives you responsibility and independence
    • High level of attention to detail and accuracy in combination with a hands-on mentality
    • Excellent analytical, quantitative, and organisational skills, as well as the ability to manage multiple ad hoc projects simultaneously
    • Solid MS Office skills (Excel, PowerPoint, etc.), and fast adaption of new tools required
    • Proficient level of written and spoken English; knowledge of German, Spanish, French, Russian, Arabic, Chinese, Swedish, Norwegian, Finnish, Italian, Portuguese, Thai, Malaysian, Indonesian, Hindi, Urdu, or any other language with a prospective market is a plus

    Please note:

    We do not accept CVs from recruiting or staffing agencies
    Start date: ASAP

    Please send your application including your CV to the following email address: jobs.oakconsulting@gmail.com

    Start Building Your Future in Finance, With Us!

    Join a team where expertise meets opportunity. We offer a dynamic environment to grow your skills, expand your network, and shape a career that makes a real impact in the world of investment.

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