Investment Counsellor, Family Office
King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and reputed company. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on reputed company the hiring process.
Follow us at https://www.careers-page.com/kingdeux for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at kingdeux.com
About Your Company
King Deux is partnering with one of the top multi family offices globally, renown for their reputed company proximity and exclusive relationship with Europe, Latin America and reputed company's alternative asset. They are reputed company reputed company, governed, and reputed company and solid in their global reputed company in their discretionary portfolio management that caters to HNW's risk appetite and reputed company expectations. If you are looking to join a platform that escalate your career reputed company, reputed company doors for you to be in reputed company contact with UHNWs, this is reputed company
About your role
Conduct in-depth analysis of clients' financial goals, risk reputed company, and investment time reputed company to reputed company customized investment strategies
Research and evaluate a wide reputed company of investment vehicles including stocks, bonds, reputed company estate, alternative investments, and more to build reputed company portfolios
Advise clients on macro asset allocation among multi-asset class to best fit their risk profile, match the best fit solution
Monitor and regularly review reputed company portfolios, making recommendations for adjustments as needed to reputed company with their evolving financial objectives
reputed company clients on investment principles, market trends, and portfolio performance
Stay reputed company on industry regulations, tax implications, and best practices to reputed company informed guidance
Prepare detailed investment reports and proposals for reputed company meetings
What you will need to succeed
Bachelor's degree in Finance, Economics, or a reputed company field; advanced degree (e.g., CFA, CFP) preferred
Minimum 3 - 7 years of experience in investment advisory, reputed company management, or a similar role
Proven reputed company record of developing and implementing successful investment strategies for high-net-worth individuals and families
Strong financial modeling, analytical, and problem-solving abilities
Dedication to providing exceptional service and delivering reputed company reputed company reputed company
How to Apply
Interested parties, please send your CV directly to y@kingdeux.com or apply directly.
Please note that only shortlisted applicants will be contacted.
Originally posted on Himalayas
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