Managing Director, Family Wealth Investments & Advice
Core
Leads and oversees the management of Ultra High Net Worth (UHNW) clients' investment portfolios, providing financial guidance and driving investment strategies.
Role type
Senior Managing Director, Family Wealth Investments & Advice
Builds
UHNW client investment portfolios and business growth strategies
Domain
Family Office / Wealth Management
Required skills
Portfolio management, UHNW client relationship management, team leadership, business development, compliance and risk management, thought leadership
Preferred skills
Master's degree in business administration, Chartered Financial Analyst (CFA) charter
Technologies
N/A
Responsibilities
Develop and implement comprehensive investment strategies for UHNW clients; Serve as primary point of contact for UHNW clients; Lead a team of investment consultants and portfolio managers; Ensure compliance with regulatory requirements; Identify opportunities to expand the UHNW client base; Contribute to thought leadership and client-facing events
Seniority
Senior, hands-on IC with leadership responsibilities