Private Wealth Investment Management Specialist
Core
Define the Financial Advisor team's overall investment management philosophy and ensure client goals/risk profiles align with asset allocation.
Role type
Private Wealth Investment Management Specialist
Builds
Holistic investment solutions and client performance reports
Domain
Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Portfolio analysis, Investment strategy development, Risk profiling, Client needs assessment, Regulatory compliance (SAFE Act, Series licenses), Financial reporting
Preferred skills
Causation analysis, Financial forecasting, Trade monitoring
Technologies
N/A
Responsibilities
Develop group investment strategy via portfolio analysis, Deliver full range of investment products, Prepare and present client performance review reports, Partner with internal specialists for holistic solutions
Seniority
Individual Contributor, Specialist