Associate Advisor

AlTi Tiedemann Global • Full-time • San Francisco, California, United States • $75k - $90k / year • 3w ago

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

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