Job Description
Job Summary
The Investor will be an integrated part of the team that focuses primarily on UHNW clients, existing and prospective, where the Investor will help manage the existing book and develop new business, working closely with senior Investors in the team.
Job Responsibilities
• Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
• Understand client's investment plan and objectives
• Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
• Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
• Grow new assets by identifying...
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