We are seeking a client advisor to join our client's team! This role will be responsible for communicating and managing relationships with UHNW individuals.

Client Management

• Maintain and cultivate long-term relationships with clients
• Understand client needs and create solutions based on their unique goals
• Assist in preparation of regular client communications regarding portfolio performance and activity
• Manage client communications/respond to client inquires
• Coordinate with operations teams to execute investment administration and ensure client satisfaction

Portfolio Management

• Prepare and present custom long-term financial plans and asset allocation models
• Regularly prepare and present investment recommendations
• Provide ongoing monitoring of client portfolios and investment performance
• Oversee and ensure portfolio liquidity and cash flow requirements

Requirements:

• Bachelors degree
• Prior experience in wealth management