Investment Advisor

Job summary
Relationship manager role with a large Portfolio Management firmResponsible for managing client relationships and speaking to clients about their portfoliosEducating clients on investment philosophy and helping them achieve long-term financial goals
Job seniority: mid-to-senior level
Responsibilities
• Manage a book of 150-200 high net worth client households• Speak to clients about their portfolios/investments• Educate clients on the firm's investment philosophy• Explain investment decisions and market events to clients• Help clients stay on track to achieve their long-term financial goals
Requirements
• Experience in the investment industry with client facing experience• Background as an Investment Advisor/Portfolio Manager/Financial Planner preferred• Knowledge of risk tolerance and asset allocation• Strong communication and relationship management skills• Ability to explain investment decisions and market events to clients