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Investment Advisor
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Miami, FL
Posted
30+ Days Ago
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The primary responsibility of an Investment Advisor is to advise UHNW clients (Latin America, non US residents) on investments, portfolio construction and risk management.
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Engage and maintain dialogue with clients, providing guidance on asset allocation, securities selection, and making adjustments to client portfolios according to risk tolerance, return objectives and market conditions.
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Work closely with banker teams, helping them grow their investment business, retain and attract new assets, and monitoring investment portfolios, making sure they are suitable and within risk parameters set forth by the region.
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A successful advisor must achieve maximum penetration within his or her assigned client base (number of relationships with high investment interaction as a percentage of total number of relationships), as well as help bankers achieve growth targets for the assigned base of clients.
Qualifications
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Minimum 3 years experience in comparable/relevant position.
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Fluency in Spanish required
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MBA or CFA required
Primary Location
: NAM-USA-FL-Miami
Other Locations
: NAM-USA-NY-New York
Schedule
: Full-time
Education Level
: Bachelor's Degree
Shift
: Day...
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