- 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
- Bachelor's degree in economics, business, or related areas
- Minimum of five 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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Associate Advisor - Dallas, United States - AlTi Tiedemann Global
Description
AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under advisement of $71 billion with access to substantial capital for further investments.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
To learn more visit alti-
Job Description
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
Qualifications
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
