Senior Investment Advisor Overview:
Our client is a highly established and growing wealth management platform serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families. The firm continues to invest heavily in its wealth management business, technology, and talent, creating a unique opportunity for investment professionals seeking a platform with significant momentum and long-term career growth. They are committed to expanding their private wealth offering and are seeking an experienced Portfolio Manager to play a key role in delivering sophisticated investment solutions while partnering closely with advisors, trust professionals, and banking teams.
Senior Investment Advisor Role Summary:
The Portfolio Manager serves as a trusted investment advisor to HNW and UHNW clients, responsible for developing and implementing customized investment strategies aligned with each client's financial objectives, risk tolerance, and long-term goals. This role combines portfolio management, client engagement, and strategic partnership with internal wealth management teams. The successful candidate will act as a key investment resource for both clients and advisors while helping drive the continued growth of a highly collaborative private wealth platform.
Senior Investment Advisor Key Responsibilities:
Manage customized investment portfolios for High Net Worth and Ultra High Net Worth clients.
Develop and implement investment strategies tailored to individual client objectives and risk profiles.
Conduct portfolio reviews and communicate investment recommendations directly to clients and prospective clients.
Serve as the primary investment subject matter expert during client and prospect meetings.
Monitor portfolio performance, market conditions, and asset allocation positioning.
Partner closely with Wealth Advisors, Trust Officers, and Banking professionals to deliver comprehensive wealth management solutions.
Support business development efforts through participation in prospect discussions and relationship expansion opportunities.
Maintain a high level of investment knowledge across public and private markets while staying informed on economic and market developments.
Senior Investment Advisor Qualifications:
Experience managing investment portfolios for High Net Worth and Ultra High Net Worth clients.
Background within private banking, wealth management, investment advisory, trust, family office, or related investment environments.
Strong understanding of portfolio construction, asset allocation, investment manager selection, and capital markets.
Proven ability to communicate sophisticated investment concepts to clients and prospects.
Experience working collaboratively within a team-oriented wealth management platform.
CFA, CFP, CIMA, or comparable investment designation preferred.
Bachelor's degree required; advanced degrees and professional designations are highly valued.
