Senior Wealth Advisor- SAFE ACT
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 Wealth Advisor (Ultra High Net Worth)
Builds
Financial strategies and portfolio recommendations for private clients
Domain
Wealth Management / Private Banking
Required skills
Economic and financial market analysis, Portfolio management, Risk assessment, Compliance with regulations, Relationship development, Strategic financial planning
Preferred skills
Bloomberg terminal proficiency, Advanced financial modeling
Technologies
Microsoft Excel, Bloomberg
Responsibilities
Conduct sophisticated economic and financial market analyses; Analyze economic trends and advise effects on investors' portfolios; Recommend changes to investors' holdings based on market factors; Adhere to specific prospecting code of conduct (referral/personal contact only); Appropriately assess risk and drive compliance with applicable laws and regulations.
Seniority
Senior, 6-10 years experience