AVP/VP - Multi Family Office

Job Responsibilities:

- Develop and implement tailored investment strategies for HNI and UHNI clients

- Monitor portfolio performance and make necessary adjustments to optimize returns

- Identify and target potential clients in the high-net-worth and ultra-high-net-worth segments

- Develop and execute effective sales strategies to acquire new clients for the multi-family office

- Stay updated on market trends, economic developments, and investment opportunities

- Build and maintain strong relationships with clients, serving as their trusted financial advisor

- Assess and manage risks associated with investment portfolios

- Ensure compliance with regulatory requirements and internal investment policies

- Prepare and present investment performance reports to clients on a regular basis

- Collaborate with other team members, including analysts and research professionals, to optimize investment decisions

Job Requirements:

- Bachelor's degree in Finance, Economics, or a related field (Master's degree or CFA is a plus)

- Minimum of 5 years of experience in relationship manager/portfolio management within a multi-family office or similar financial institution

- Strong knowledge of financial markets, asset allocation, and investment strategies

- Excellent communication and interpersonal skills.

About the client: The client is a Multi Family Office