Senior Financial Advisor:
Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we're looking for a dynamic Senior Financial Advisor to solidify our commitment to excellence.
Job Summary:
As a Senior Financial Advisor at The Family Office, you'll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. Taking charge in assessing clients' investment goals and risk tolerance, and proactively managing their evolving needs, you will be collaborating with our Investment Team to shape and optimize portfolios, ensuring optimal outcomes for our clients.
Key Responsibilities:
Client Relationship Management:
Introduce new High Net Worth clients to The Family Office, presenting our innovative products and services.
Act as the primary client contact, building and nurturing enduring relationships, presenting TFO’s services and co-investment offerings in a compelling manner.
Professional Development:
Continuously enhance your expertise in wealth management by developing a comprehensive understanding of the dynamic international alternative offerings market.
Engage in ongoing research to stay abreast of regional market trends and their impact on investor demand for international alternative investments.
Foster a culture of continuous learning as you proactively seek out opportunities to adapt strategies in response to evolving market conditions.
Collaboration:
Lead by example in client relationship management, empowering junior RMs to expand the share of wallet for existing clients.
Contribute to the core of the firm’s development by driving change and empowering colleagues and clients.
Education & Experience:
Minimum of a bachelor’s degree from a recognized university or equivalent.
CFA as a preferred qualification.
Previous experience selling investment products is a plus.
Excellent communication and organizational skills. Outgoing, self-motivated, and a team player.
Why The Family Office:
At The Family Office, we offer more than a career; we provide a comprehensive package of benefits, work-life balance, professional development, a vibrant company culture, and an array of unique perks and amenities to support your personal and professional growth.
Join us and be a part of reshaping the future of family wealth. Elevate your career with The Family Office – where legacy meets innovation.
Seniority Level: Specialist-Level
Job Functions: Software Development
Industries : Finance & Accounting
