Green Key Resources

Financial Advisor

Green Key Resources New York, NY
Green Key Resources

Financial Advisor

Green Key Resources New York, NY
1 week ago
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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

Qualifications

  • 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

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Staffing and Recruiting

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