Strategic Capital Solutions Lead
Core
Lead Strategic Capital Solutions for ultra-high-net-worth clients by delivering bespoke advice and execution strategies to acquire, dispose, hedge, finance, or monetize concentrated asset holdings.
Role type
Senior IC Strategic Capital Solutions Lead
Builds
Bespoke investment solutions and execution strategies for complex transactions
Domain
Wealth Management / Capital Markets
Required skills
Strategic client advisory, concentrated asset management, wealth planning, block trades, corporate equity derivatives, cash trading, financing, derivatives, solution structuring, risk assessment, pipeline management, CRM analytics
Preferred skills
Master's degree, FCA/PRA certification, extensive experience in institutional markets
Technologies
CRM tools, advanced analytics platforms
Responsibilities
Advise clients on asset acquisition, disposal, hedging, financing, and monetization; conduct exposure and event risk assessments; develop and present investment proposals; identify and qualify new UHNW client opportunities; manage client pipelines and prioritize engagements; design and deliver complex transaction solutions; ensure compliance with risk management and regulatory frameworks.
Seniority
Senior, hands-on IC