Financial Advisor
Green Key Resources
New York, NY
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Responsibilities/Job Duties
- Perform portfolio reviews and investment allocations with Ultra High Net Worth clients.
- Examine and assess economic and market trends, and its impact on investment portfolios
- Calculate risks and opportunities for potential and current clients
- Liaise with external advisors as it relates to the clients investment portfolio.
- Analyze and review with clients plans for trust and estates, taxes and any other relevant issues.
- Liaise with fund managers and other industry professionals
- Schedule and conduct meetings with clients and management
- Bachelor’s Degree in Finance, Investment Banking, or Accounting
- At least two years of experience in a similar role
- MUST have ultra high net worth client exposure.
- portfolio advisory and investment allocation planning experience.
- Strong research and writing abilities
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Staffing and Recruiting
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