Managing Director, Investment Counselor, Downtown San Francisco
Core
Strategic investment counselor providing advanced judgment, in-depth analysis, and innovative solutions to ultra-high net worth clients.
Role type
Senior IC investment counselor (private banking)
Builds
Trusting relationships with ultra-high net worth clients and a successful investment practice
Domain
Private banking / Wealth management / Ultra-high net worth services
Deliverable
client delivery
Required skills
Advanced judgment, in-depth quantitative/qualitative analysis, investment solutions implementation, risk assessment, compliance adherence, cross-asset class expertise, multi-jurisdictional knowledge, brokerage execution
Preferred skills
CFA, MBA, advanced degree
Technologies
N/A
Responsibilities
Establish and manage investment relationships with ultra-high net worth clients; introduce new clients leveraging local network; provide investment advice and execute trades; optimize client service through wealth planning and cross-marketing; assess risk and ensure regulatory compliance
Seniority
Senior, hands-on IC