Managing Director, Investment Counselor, Palo Alto
Core
Strategic investment counselor providing advanced judgment, quantitative/qualitative analysis, and innovative solutions to ultra-high net worth clients.
Role type
Senior IC investment counselor (private banking)
Builds
Investment relationships and practice for ultra-high net worth clients
Domain
Private banking / Wealth management / Investment advisory
Required skills
Investment advice, market analysis, risk assessment, compliance, client relationship management, cross-marketing, trade execution, wealth planning, alternative investments, multi-asset class management
Preferred skills
CFA, MBA, advanced degree, entrepreneurial mindset
Technologies
None stated
Responsibilities
Establish and grow investment relationships with ultra-high net worth clients; provide actionable investment ideas and advice; leverage local network to introduce new clients; combine traditional and alternative investments with wealth planning; work across currencies, asset classes, markets, and jurisdictions; execute trades and advise on brokerage activity; assess risk and ensure compliance with laws and regulations.
Seniority
Senior, hands-on IC