Client Services Director
3 days ago
We are looking for a highly skilled Investment Advisory Associate to join our team at International Search Consultants.
As an Investment Advisory Associate, you will be responsible for partnering with Ultra-High Net Worth (UHNW) clients and working closely with the Client Advisory and Portfolio & Investment teams.
The responsibilities of this role include:
- Partnering with the Client Advisor team to deliver wealth advisory services for UHNW clients
- Communicating directly with clients and their external advisors
- Collaborating with the internal Client Service Team to ensure accurate and timely handling of client requests
- Preparing customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management
- Collaborating with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals
- Generating, maintaining, and analyzing performance reports
- Executing investment decisions
- Conducting client wealth forecasting
- Supporting the onboarding process for new clients
- Providing assistance in business development activities
Requirements:
- 5+ years of related experience within UHNW client support and investments
- BA/BS Degree; progress towards CFA, CFP, CIMA, CAIA or CTFA preferred
- Excellent communication skills written and verbal, as well as superior analytical skills
- High proficiency with Microsoft Excel, PowerPoint and Word, with ability to quickly learn new systems performance reporting, data/transaction aggregation, data analytics, CRM
- Experience with Addepar, Salesforce and/or Morning Star is a plus
Salary Range: $150,000 - $220,000 per year, based on experience
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