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Private Wealth Financial Advisor

Role Type: Full Time, Independent & Commission-Based
Reporting Line: COO
Coverage: Kenya, East Africa, and Offshore Markets

Henriot is an independent investment management firm focused on delivering disciplined, data driven investment solutions to private and institutional clients. The firm applies a quant-driven approach to global markets, with a strong emphasis on capital preservation, risk management, and long-term value creation.

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Henriot Investment Management specializes in providing tailored wealth management services for high-net-worth individuals and institutions. With a focus on disciplined, data-driven investment strategies, we emphasize long-term value creation and risk management. Our team ensures personalized financial solutions, helping clients achieve their financial goals while preserving their wealth. Explore our expertise today and experience the difference.

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Henriot provides clients with access to professionally managed investment strategies across global equities and macro-driven opportunities. The firm's fund (Henriot Capital LLC) operates as a hedge fund structure registered under the United States Securities and Exchange Commission (SEC). Henriot's Fund Manager is also registered by Financial Industry Regulatory Authority (FINRA)

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Henriot serves high net worth individuals (HNW), family offices, and select institutional investors seeking consistent and reliable research.

About Henriot
 

​The Private Wealth Financial Advisor plays a key role in supporting the growth of assets under management by engaging investors through structured advisory conversations.

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The role focuses on understanding each client’s broader financial situation, communicating goals-based investment solutions, and working closely with internal investment teams to ensure portfolios are aligned with client objectives and risk profiles.

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This is a commission-based engagement designed for advisors who prefer long-term relationships over transactional selling.

Role Summary
 

Principal Responsibilities
 

  • Developing a deep understanding of each client’s overall financial position and long-term objectives

  • Building and maintaining relationships with high-net-worth individuals, institutions, and key industry participants across listed and non-listed markets

  • Engaging prospective investors in structured, consultative discussions

  • Understanding investor objectives, risk tolerance, and investment horizons

  • Engaging prospective investors in structured, consultative discussions

  • Understanding investor objectives, risk tolerance, and investment horizons

  • Communicating our investment approach, structure, and long-term philosophy clearly

  • Supporting the onboarding and documentation process in collaboration with internal teams

  • Maintaining ongoing relationships with investors within your coverage

  • Building a sustainable advisory book across local and offshore markets

  • Operating within agreed compliance and operational frameworks

  • Remaining informed on market developments and strategy updates

  • Supporting the steady growth of assets under management (AUM) through existing relationships and new advisory engagements

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Experience & Qualifications
 

  • Bachelor’s degree or equivalent in relevant Field

  • Progress toward or enrolment in a relevant professional qualification (CFA, CPA, ACCA, CAIA, CISI) is an advantage

  • Minimum of two years’ experience in investment management, private wealth, or related financial services roles

  • Strong understanding of investment products and financial markets

  • Existing professional relationships aligned with private wealth or institutional client profiles

Skills & Attributes
 

  • Strong relationship management and communication skills

  • Ability to translate complex investment ideas into clear, practical discussions

  • High professional integrity and sound judgment

  • Comfortable working independently with accountability

  • Strong presentation and client engagement capability

  • Analytical mindset with attention to detail

  • Long-term, reputation-focused approach to advisory work

Compensation Structure
 

  • Commission-based remuneration

  • Earnings aligned with long-term client participation and asset growth

  • Transparent reporting and tracking of investor engagements

  • Opportunity for deeper partnership as advisory relationships scales

Important Context
 

Our approach is selective and deliberate. Investors are onboarded based on suitability and alignment, not volume. Advisors who value credibility, patience, and thoughtful planning tend to succeed here.

Compliance Note
 

This role involves private wealth engagement and relationship facilitation. Advisors do not provide regulated investment advice on behalf of the firm unless separately licensed and authorised. All investment activity is subject to eligibility, suitability, and applicable regulatory requirements in the relevant jurisdiction.

Important Disclaimer: Henriot Capital LLC or Henriot Investment Management ("Henriot") is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice. There is no requirement that any of our Information Providers be registered investment advisors or broker-dealers. Nothing published or made available by or through Henriot should be considered personalized investment advice, investment services or a solicitation to BUY, SELL, or HOLD any securities or other investments mentioned by Henriot or the Information Providers. Never invest based purely on our publication or information, which is provided on an "as is" basis without representations. Past performance is not indicative of future results.

 

YOU SHOULD VERIFY ALL CLAIMS, DO YOUR OWN DUE DILIGENCE AND/OR SEEK YOUR OWN PROFESSIONAL ADVISOR AND CONSIDER THE INVESTMENT OBJECTIVES AND RISKS AND YOUR OWN NEEDS AND GOALS BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTMENT DOES NOT GUARANTEE A POSITIVE RETURN AS STOCKS ARE SUBJECT TO MARKET RISKS, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL.

 

You further acknowledge that Henriot, the Information Providers or their respective affiliates, employers, employees, officers, members, managers and directors, may or may not hold positions in one or more of the securities in the Information and may trade at any time, without notification to you, based on the information they are providing and will not necessarily disclose this information to subscribers, nor the time the positions the securities were acquired. You confirm that you have read and understand, and agree to, our full disclaimer and terms of use, a copy of which can be accessed by visiting henriotgroup.com and that neither Henriot nor any of its Information Providers is in any way responsible for any investment losses you may incur under any circumstances.

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All Content is owned or controlled by Henriot or the party otherwise credited as the provider of such Content. The Content, and the entire site, including without limitation selection, coordination, arrangement, reproduction and enhancement of such Content, all materials published by Henriot are protected by copyright pursuant to U.S. copyright laws, international conventions and other copyright laws. Reproduction of the Henriot site or any Content, in whole or in part, without written permission of Henriot is strictly prohibited.

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The author does not guarantee the accuracy or completeness of the information provided in this document. All statements and expressions herein are the sole opinion of the author and are subject to change without notice.

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Henriot, the author, and clients of Henriot may currently have long or short positions in the securities of certain of the companies mentioned herein, or may have such a position in the future (and therefore may profit from fluctuations in the trading price of the securities). To the extent such persons do have such positions, there is no guarantee that such persons will maintain such positions.

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