Job Overview
Our client is looking for an Institutional Client Portfolio Consultant to help high-net-worth clients and institutions optimize their investment strategies. This role involves evaluating market trends, advising on asset allocation, and ensuring financial compliance with investment regulations.
You will work closely with financial advisors, asset managers, and compliance teams to develop tailored investment strategies. This position is essential for maximizing portfolio performance while minimizing risk exposure.
Responsibilities:
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Advise clients on investment strategies and portfolio diversification.
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Monitor global markets and assess potential financial risks.
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Work with compliance teams to ensure regulatory adherence.
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Provide financial insights and reporting to institutional clients.
What You’ll Bring:
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Deep understanding of financial markets and investment strategies.
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Experience working with institutional investors and asset managers.
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Ability to analyze complex financial data and trends.
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Strong client advisory and relationship management skills.
Qualifications:
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Bachelor’s degree in Finance, Economics, or related field.
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6+ years of experience in investment consulting or wealth management.
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Certifications such as CFA or CPA preferred.
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Proficiency in financial modeling and portfolio analysis tools.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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