Portfolio Advisor, Wealth Management
Core
Manages investment activities for a full set of major fee revenue producing accounts, representing high net worth (HNW) and ultra-high net worth (UHNW) personal trusts.
Role type
Senior IC Portfolio Advisor (Wealth Management)
Builds
Customized investment strategies and portfolio recommendations for individual clients.
Domain
Wealth Management / High Net Worth Investing
Required skills
Investment experience with HNW/UHNW clientele, Portfolio management theory, Accounting and financial principles, Investment strategies and instruments, Market knowledge, Decision making, Sales, Negotiating
Preferred skills
CFA designation
Technologies
PM Dashboard, National Investment Guidelines, REV peer review process
Responsibilities
Analyze and plan overall investment strategy with continuous revision, Develop influential presence within local client facing team and external stakeholders, Demonstrate proficiency with new investment strategies and tools, Provide continuous feedback on areas for improvement to leadership, Adhere to National Investment Guidelines and sound risk management practices, Solve complex problems
Seniority
Senior, hands-on IC
