Senior Portfolio Advisor II
Core
Senior Portfolio Advisor II helps high-net-worth individuals and families achieve financial goals through personalized investment advice and complex portfolio management.
Role type
Senior IC portfolio advisor
Builds
Sophisticated investment portfolios for high-net-worth clients
Domain
Wealth management / Asset management
Required skills
Investment strategy, portfolio construction, financial markets knowledge, complex client advisory, risk management, market analysis
Preferred skills
High-net-worth client experience, business growth mindset, team collaboration
Technologies
None stated
Responsibilities
Lead portfolio strategy and management for complex clients, Provide goals-aligned investment advice, Adapt strategies as markets and client needs evolve, Build strong relationships through investment expertise, Support business growth and client engagement, Contribute to team expertise and development
Seniority
Senior, hands-on IC
