Portfolio Strategist
Seeking a seasoned professional to oversee portfolio analysis, financial planning, and tax structuring for high net worth clients.
* A minimum of 5 years experience advising UHNW families in an advisory capacity is required
* Relevant qualifications such as chartered accountants, tax specialists (CTA), CFP or CFA are necessary
* A deep understanding of liquidity events, succession planning, and tax/investment structuring is essential
As a portfolio strategist, you will be responsible for managing key client relationships and providing expert guidance on investment strategies. Your expertise will enable our clients to make informed decisions about their wealth.
Key responsibilities include:
* Conducting thorough analysis of client portfolios to identify opportunities for growth and optimization
* Developing and implementing tailored investment strategies that align with client goals and risk tolerance
* Providing ongoing monitoring and reporting to ensure clients are on track to meet their objectives
* Collaborating with cross-functional teams to provide comprehensive support to clients