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Family Office Financial Consultant

2 months ago

Grand Rapids, Michigan, United States Greenleaf Trust Full time

Join Our Esteemed Team

As a Financial Consultant at Greenleaf Trust, you will be instrumental in fostering robust relationships with our Family Office clientele, guiding them towards their financial aspirations. Your key responsibilities will encompass:

  • Employing cutting-edge methodologies to adeptly manage client assets.
  • Formulating investment plans in partnership with our dedicated Research and Wealth Management Teams.
  • Designing tailored wealth management strategies for our clients.
  • Executing transactions, overseeing portfolios, and enhancing performance metrics.
  • Conducting regular consultations with clients to assess performance and explore new opportunities.
  • Introducing innovative investment tactics and refining processes for improved outcomes.

Moreover, you will hold Compliance Responsibilities, ensuring adherence to all security protocols and regulations.

Essential Qualifications for this Position:

  • A Bachelor's Degree accompanied by a minimum of seven years in investment management.
  • Preferred qualifications include CFA, CIMA, or CFS certifications.