Investment Counsellor, Family Office

Conduct in-depth analysis of clients' financial goals, risk profiles, and investment time horizons to develop customized investment strategies. Advise clients on macro asset allocation among multi-asset class and monitor and review client portfolios for adjustments as needed.

Requirements

• Bachelor's degree in Finance, Economics, or a related field
• Minimum 3 - 7 years of experience in investment advisory, wealth management, or a similar role
• Proven track 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 positive client outcomes