Investment Advisor - Private Wealth Management
Senior Investment Advisor Overview:
Our client is seeking an experienced Senior Investment Advisor to join a leading global private wealth platform. This role focuses on delivering sophisticated investment strategies and portfolio management solutions to Ultra-High-Net-Worth (UHNW) clients. The ideal candidate will have deep expertise in asset allocation, portfolio construction, and alternative investments, with a proven ability to build strong client relationships.
Senior Investment Advisor Key Responsibilities:
Portfolio Strategy & Management
- Develop and implement customized investment strategies aligned with clients' objectives, risk tolerance, and liquidity needs.
- Actively monitor portfolios, rebalance as needed, and ensure performance aligns with client goals.
Investment Advisory
- Serve as the primary investment expert for assigned clients, providing guidance on asset allocation, market outlook, and alternative investments.
- Conduct in-depth portfolio reviews and deliver actionable recommendations.
Market & Product Expertise
- Maintain deep knowledge of global markets, economic trends, and investment products.
- Identify opportunities across equities, fixed income, alternatives, and structured products.
Collaboration & Client Engagement
- Partner with relationship managers and product specialists to deliver holistic wealth solutions.
- Present complex investment concepts clearly and confidently to UHNW clients and family offices.
Risk & Compliance
- Ensure all investment recommendations comply with regulatory requirements and internal policies.
- Adhere to KYC/AML standards and maintain accurate documentation.
Senior Investment Advisor Qualifications:
- Education: Bachelor's degree in Finance, Economics, or related field; MBA or CFA strongly preferred.
- Licenses: Series 7 & 66 (or equivalent).
- Experience:
- 7+ years in investment advisory or portfolio management for UHNW clients.
- Proven track record of delivering strong investment performance and client satisfaction.
- Skills:
- Expertise in asset allocation, portfolio construction, and alternative investments.
- Strong analytical, communication, and presentation skills.
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