Our is a UHNW Multi-Family office with offices in The Caribbean & Miami
The role includes working closely with senior management and Investment Advisors and is responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investment-related services
RESPONSIBILITIES:
• Develop new private client business and grow the assets under management and revenue utilizing our client's open architecture platform and multiple booking centers.
• Will be required to work closely with clients and manage relationships.
• Review alternative and traditional fund strategies used in client portfolios
REQUIREMENTS
• Direct experience in client service and managing client portfolios with minimum 5 years’ experience in relevant field.
• Bachelor’s degree and preferably a professional certification, such as CAIA, CFP, or CFA designation.
• The successful candidate is required to grow a book/portfolio of business consisting of high-net-worth clients and can provide financial solutions to clients.
• Knowledge of investments and the ability to assist clients with execution of security trading
• Solid analytical and problem-solving skills
• Familiarity and/or proficiency with multi-custodial reporting systems and CRM systems desirable
• Fluency in French, Spanish and Portuguese desirable