AlTi is seeking an Associate Advisor to join our team. The Associate Advisor will work directly with senior team members across offices to counsel clients across the spectrum of discretionary investment management and wealth planning to help them meet their financial goals. The Associate Advisor will be responsible for providing financial analyses, aid in the creation of financial presentations and communicate with clients directly. This is a great opportunity for someone looking to take on a proactive role in supporting and understanding client relationships.
Job Responsibilities
- Day-to-day delivery of Wealth Management services under the supervision of senior client team members
- Direct communication with clients and their outside advisors
- Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely
- Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management
- Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates
- Maintenance, creation, and analysis of performance reports
- Execution of investment decisions
- Client wealth forecasting
- Onboarding of new clients
- Business development support
- Opportunities for professional development and education
Qualifications
- Bachelor’s degree in economics, business, or related areas
- Two to three years of direct experience, including investment-related responsibilities
- Ability to work within a team environment, while also being a self-starter
- Excellent written and verbal communication skills
- Superior analytical skills
- Ability to prioritize, be exceptionally organized, and have extreme attention to detail
- Ability to multi-task and manage work across a wide range of clients and advisors
- High proficiency with Microsoft Excel, PowerPoint, and Word
- Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
- Experience communicating with and presenting to clients preferred
