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Investment Advisory Associate
1 month ago
pbJobTitle:/bInvestmentAdvisoryAssociate/ppbJobDescription:/b/ppWeareseekingahighlyskilledInvestmentAdvisoryAssociatetojoinourteamatInternationalSearchConsultants.AsakeymemberofourFinancialServicesdivision,youwillberesponsibleforprovidingexceptionalclientserviceandsupporttoUltraHighNetWorth(UHNW)clients./ppbKeyResponsibilities:/b/pulliPartnerwiththeClientAdvisorteamtodeliverwealthadvisoryservicestoUHNWclients./liliCommunicatedirectlywithclientsandtheirexternaladvisorstoensureseamlessservicedelivery./liliCollaboratewiththeinternalClientServiceTeamtohandleclientrequestsinatimelyandaccuratemanner./liliPreparecustomizedclientpresentations,includingportfolioperformanceanalysisandplanningrecommendations./liliDevelopinvestmentportfolioallocationsandtradingdecisionsalignedwithfirminvestmentthemesandclientgoals./liliGenerateandmaintainperformancereportstoensuretransparencyandaccountability./liliExecuteinvestmentdecisionsandconductclientwealthforecasting./liliSupporttheonboardingprocessfornewclientsandprovideassistanceinbusinessdevelopmentactivities./li/ulpbRequirements:/b/pulli5+yearsofrelatedexperienceinUHNWclientsupportandinvestments./liliBA/BSDegree,withprogresstowardsCFA,CFP,CIMA,CAIA,orCTFApreferred./liliExcellentcommunicationandanalyticalskills,withhighproficiencyinMicrosoftExcel,PowerPoint,andWord./liliExperiencewithAddepar,Salesforce,and/orMorningStarisaplus./li/ulpbHowtoApply:/b/ppPleasecontactAnnaSouersatInternationalSearchConsultantsformoreinformation./p
