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Client Advisor (HNWi)

  • Location:

    New York

  • Sector:

    Investments, Asset Management & Investments

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Grant Markham

  • Contact email:

    Grant.Markham@oliverjames.com

  • Job ref:

    JOB-062024-250864_1718910630

  • Published:

    etwa 1 Monat her

  • Expiry date:

    2024-07-20

Position Overview: Our client is seeking a highly skilled and experienced Client Advisor to join their team, specializing in serving High Net Worth (HNW) clients. As a Client Advisor, you will be responsible for developing and maintaining strong relationships with HNW clientele while also providing them with tailored financial advice and solutions to meet their individual needs and objectives.

  • Client Relationship Management: Build and nurture long-term relationships with HNW clients based on trust, integrity, and a deep understanding of their financial goals and preferences.
  • Financial Advisory Services: Provide personalized financial advice and investment solutions, considering the unique financial circumstances and objectives of each client.
  • Portfolio Management: Oversee and manage the investment portfolios of HNW clients, ensuring alignment with their risk tolerance and objectives while optimizing performance.
  • Wealth Planning: Collaborate with clients and other specialists to develop comprehensive wealth planning strategies encompassing estate planning, tax optimization, philanthropy, and retirement planning.
  • Client Education: Educate clients on market trends, investment strategies, and financial planning principles to empower informed decision-making.
  • Compliance and Risk Management: Ensure adherence to regulatory requirements and internal policies in all client interactions and transactions.

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