Key Private Bank Family Wealth Investment Consultant
Core
Senior investment advisor providing sophisticated investment advice, strategy development, and relationship management to ultra-high-net-worth individuals, families, and family offices.
Role type
Senior IC investment consultant (family wealth)
Builds
Investment strategies, portfolio solutions, and new business growth for Family Wealth clients
Domain
Private Banking / Family Office / Wealth Management
Required skills
Complex investment strategy development, asset allocation, risk management, consultative selling, new business development, portfolio construction, alternative investments, fiduciary compliance, mentorship
Preferred skills
CFA charterholder, CIMA charterholder, deep expertise in alternative investments, subject matter expert presentation skills
Technologies
Investment platforms, portfolio management systems
Responsibilities
Lead investment advisor on complex client engagements, develop and implement comprehensive investment strategies (IPS, asset allocation), drive new Investment Management business through consultative selling, support expansion of existing client relationships, collaborate on portfolio construction and alternative investments, articulate investment value proposition, cultivate centers of influence (attorneys, accountants), represent as subject matter expert, mentor investment professionals
Seniority
Senior, hands-on IC with mentorship duties