Senior High-Net-Worth Portfolio Consultant

Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop tax-efficient portfolio and asset-transition strategies, advise on alternative investments, support suitability and fund selection, and manage complex cases. Collaborate on strategic initiatives, resolve escalations, and mentor associates while monitoring industry trends and regulatory changes.

Responsibilities

• Develop tax-efficient portfolio construction and asset-transition strategies for complex client scenarios.
• Advise financial advisors on alternative investments, including private equity, private credit, and private real estate.
• Provide product education, assess client suitability, support fund selection and portfolio allocation, and execute trades.
• Deliver timely, end-to-end expert case management and support to financial advisors.
• Lead or contribute to strategic initiatives with internal and external stakeholders.
• Manage branch and client escalations and mentor newer associates.

Required Skills

• Portfolio construction
• Asset allocation
• Tax minimization strategies
• Investment product analysis
• Alternative investments
• Private equity
• Private credit
• Private real estate
• Client suitability assessment
• Fund selection and trade execution