Managing Director, Investment Counselor, Orange County
Core
Strategic investment professional advising ultra-high net worth clients on markets, investments, and wealth planning.
Role type
Senior IC investment counselor / managing director
Builds
Investment relationships and practice for ultra-high net worth clients
Domain
Private banking / Wealth management
Deliverable
client delivery
Required skills
Investment advice, wealth planning, risk assessment, compliance, quantitative/qualitative analysis, client relationship management, cross-marketing
Preferred skills
CFA, MBA, advanced judgment, entrepreneurial mindset
Technologies
Brokerage execution platforms, investment management systems
Responsibilities
Establish and manage investment relationships with ultra-high net worth clients; Provide actionable investment ideas and advice across asset classes; Leverage local network to bring in new clients; Execute trades and advise on brokerage activity; Assess risk and ensure compliance with laws and regulations; Combine traditional and alternative investments with wealth planning to optimize client service.