Lead impactful investment strategies for high-net-worth clients, leveraging institutional insights. Collaborate with advisors to achieve financial goals through tailored portfolio solutions. Advance your expertise in a dynamic, hybrid work environment.
Wealth Strategist
in Financial Services PermanentJob Detail
Job Description
Overview
- Lead the investment strategy for high-net-worth clients, developing tailored portfolio solutions and asset allocation models.
- Collaborate with advisors to provide strategic investment recommendations aligned with client financial goals.
- Utilize proprietary and third-party managers to construct optimal portfolios for private wealth clientele.
- Contribute to the firm's investment strategy group and asset allocation committee insights.
- Perform quantitative and qualitative analyses to support investment decisions and presentations.
- Present investment strategies and market outlooks to clients and prospects regularly.
- Promote a culture of excellence, integrity, and teamwork within the organization.
Key Responsibilities & Duties
- Develop strategic and tactical asset allocation recommendations leveraging institutional insights.
- Construct customized investment solutions for high-net-worth clients utilizing diverse management approaches.
- Perform detailed analyses on investment topics and contribute to thought leadership materials.
- Collaborate with advisors to consult and advise clients on achieving financial objectives.
- Present investment strategies and market outlooks to clients and prospects effectively.
- Maintain a comprehensive understanding of global macroeconomic factors impacting investment strategies.
- Ensure compliance with regulatory requirements, including maintaining Series 7 licensure.
Job Requirements
- Bachelor of Science degree with a minimum of 10 years of experience in portfolio construction for high-net-worth clients or institutions.
- In-depth knowledge of asset allocation, portfolio construction, and manager selection.
- Proven ability to consult and advise clients on achieving financial goals.
- Strong analytical, problem-solving, and communication skills.
- Series 7 license required; entrepreneurial spirit and strong work ethic preferred.
- Understanding of global macroeconomic factors and their impact on investment strategies.
- Ability to work in a hybrid environment promoting innovation and teamwork.
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