Associate Advisor AlTi
Overview
Join AlTi as an Associate Advisor to deliver wealth management services across offices. You will partner with senior team members to provide financial analyses, create presentations, and communicate with clients. This role offers a chance to shape client relationships and contribute to a family office approach within a global firm.
What You'll Do9
- 1Deliver Wealth Management services under supervision
- 2Partner with Client Service Team to process requests
- 3Create customized client presentations including portfolio performance
- 4Develop investment allocations and trading decisions with teammates
- 5Communicate with clients and external advisors
- 6Maintain and analyze performance reports
- 7Execute investment decisions and client forecasting
- 8Onboard new clients and support business development
- 9Pursue professional development and education
Requirements8
- 1Bachelor’s Degree in economics business or related fields
- 2One to three years of relevant experience
- 3Ability to work in a team while being a self starter
- 4Strong written and verbal communication skills
- 5High proficiency with Microsoft Excel PowerPoint and Word
- 6Experience with data analytics and client relationship management
- 7Familiarity with performance reporting systems
- 8Commitment to continuous learning and improvement
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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