Bachelor's Degree in economics, business, or related fields
1-3 years of relevant experience or equivalent education and training
Strong team player with self-starter mentality
Excellent written and verbal communication skills
Superior analytical abilities
Exceptional organizational skills with attention to detail
High proficiency in Microsoft Excel, PowerPoint, and Word
Responsibilities
Deliver Wealth Management services under senior supervision
Collaborate with Client Service Team for accurate request handling
Create customized client presentations with performance analysis
Develop investment portfolio allocations and trading decisions
Communicate effectively with clients and outside advisors
Maintain and analyze performance reports
Execute investment decisions and support client onboarding
Benefits
Opportunities for professional development and education
Generous employee benefits package
Discretionary bonus eligibility
Full Job Description
Associate Advisor
Department: Client Advisory
Employment Type: Full Time
Location: New York
AlTi is seeking an Associate Advisor to join our team. The Associate Advisor will work with team members across offices to service 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. We are looking for an individual that thrives in a team environment while also being a self-starter and has a passion for continued improvement and learning.
Key Responsibilities
Day-to-day delivery of Wealth Management services under the supervision of senior client team members
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
Communication with clients and outside advisors
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
One to three years of related experience and/or a combination of education, experience, and training
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
With respect to positions in our New York Office, the expected base salary ranges from $90,000 -$115,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
