pinpoint
Associate Advisor
AlTi Tiedemann Global
Wilmington, USA
Full-time
Entry · 1+ years experience
Hybrid
Discovered 2 weeks ago
Microsoft Excel
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Microsoft Excel
Key Skills for This Role
Microsoft Excel
Full Job Posting
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
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at AlTi Tiedemann Global
Sox & Internal Audit Manager (fixed term contract)
New York City, USA
SeniorFull Time, Contract, Temporary
Discovered 1 weeks agoView →
Associate Advisor - Seattle
Seattle, USA
Discovered 2 days agoFull-time
Client Service Analyst
Wilmington, USA
Discovered 1 weeks agoFull-time
US Tax Compliance & Reporting
New York City, USA
Discovered 1 weeks agoFull-time
Sox & Internal Audit Manager (fixed term contract)
New York City, USA
Discovered 1 weeks agoFull Time, Contract, Temporary
Associate Advisor
New York City, USA
Discovered 1 weeks agoFull-time
Client Service Associate
Dallas, USA
Discovered 2 weeks agoFull-time
Client Service Associate
Wilmington, USA
Discovered 2 weeks agoFull-time
Data Operations and Reporting Associate
New York City, USA
Discovered 2 weeks agoFull-time