Financial Advisor
Core
Advise families on building, preserving, and managing wealth through holistic goals-based planning.
Role type
Senior Private Banking Financial Advisor
Builds
Client wealth portfolios and new client acquisition
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
[Ultra-high net worth client acquisition], [Holistic financial planning], [Asset allocation], [Investment management], [Wealth planning], [Insurance structuring], [Business development], [Spanish fluency], [Series 65/CFA certification], [Latin American market experience]
Preferred skills
[MBA], [CFP]
Technologies
[None stated]
Responsibilities
[Manage and maintain relationships with clients], [Generate business results and acquire new assets], [Advise clients on overall balance sheet], [Partner with internal specialists], [Ensure solutions fulfill client objectives], [Adhere to risk and control policies], [Travel to regions to engage with clients]
Seniority
Senior, hands-on IC
