Financial Advisor
Core
Provide financial and investment services to an Ultra high Net Worth client base in the United States, managing accounts and developing financial strategies jointly with Private Bankers.
Role type
Senior Financial Advisor (Ultra High Net Worth)
Builds
Client portfolios and financial strategies for high-net-worth investors
Domain
Wealth Management / Private Banking
Required skills
Financial analysis, Investment strategy, Portfolio management, Risk assessment, Compliance adherence, Client relationship management, Market analysis, Economic trend analysis, Strategic planning, Communication
Preferred skills
Bloomberg proficiency, Master's degree, Series 66 (or Series 63 and 65) license, Group 1 insurance knowledge
Technologies
Microsoft Excel, Microsoft Word, Bloomberg
Responsibilities
Conduct sophisticated economic and financial market analyses to advise on portfolio effects. Recommend changes to investors' holdings based on market factors. Develop relationships with Bankers and clients to grow the asset base. Adhere to a specific prospecting code of conduct (referral or personal contact only). Appropriately assess risk and drive compliance with applicable laws and regulations.