High AUM Investment Counselor
Core
Primary long-term contact for Ultra High Net Worth (UHNW) clients, serving as the liaison between the Investment Policy Committee and clients to ensure portfolios align with client goals.
Role type
Senior IC Investment Counselor (High AUM)
Builds
Long-term trust and professional relationships with UHNW clients
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Securities and markets knowledge, UHNW client communication, portfolio strategy alignment, client onboarding, relationship management, regulatory compliance
Preferred skills
Experience with top-down portfolio strategy, collaboration with internal/external partners
Technologies
N/A
Responsibilities
Contact new clients to welcome them and discuss account setup and asset transfer; Educate clients on portfolio strategy, investments, and market events; Document client background, financial situation, and conversations; Handle client questions and requests via phone, fax, email, or letter; Monitor and communicate IPC strategy in client portfolios; Collaborate with partners to fulfill client requests
Seniority
Senior, hands-on IC