Wealth - Investment Counselor - Senior Vice President
Core
Senior wealth advisor serving High Net Worth and Ultra High Net Worth professionals in legal, accounting, asset management, and management fields.
Role type
Senior Vice President, Investment Counselor
Builds
A successful investment practice centered on deepening client relationships and providing tailored investment solutions.
Domain
Private Wealth Management / Investment Advisory
Required skills
Investment advice and solutions expertise, High Net Worth client relationship management, Traditional and alternative investments knowledge, Wealth planning, Private banking services, Risk assessment, Compliance and regulatory adherence
Preferred skills
CFA charter, MBA degree, Advanced judgment and analytical problem solving
Technologies
N/A
Responsibilities
Establish, grow, and manage investment relationships with established and prospective clients; Provide actionable investment ideas and market guidance; Combine investment knowledge with wealth planning to optimize client service; Assess risk and ensure compliance with laws and firm policies.
Seniority
Senior Vice President, Senior IC