Private Wealth Portfolio Consultant

Partner with financial advisors and branch teams to develop and implement tailored investment strategies for high-net-worth clients. Provide portfolio analysis, construction, transition, and ongoing case-management support, including guidance on asset allocation, tax minimization, and asset location. Collaborate on initiatives, improve workflows, manage escalations, and support the training of associates.

Responsibilities

• Partner with branch teams to deliver investment advice, planning, products, and services.
• Develop tailored investment strategies and support portfolio analysis, construction, and implementation.
• Advise on complex portfolio scenarios, including asset allocation, tax minimization, investment selection, and asset location.
• Provide ongoing case management based on high-net-worth clients' objectives, risk profiles, account mandates, and preferences.
• Contribute to departmental initiatives and recommend workflow improvements with internal and external stakeholders.
• Manage escalations and help train and onboard associates.

Required Skills

• Portfolio analysis
• Portfolio construction
• Asset allocation
• Tax-efficient investing
• Investment selection
• Asset location
• Financial planning
• Wealth management
• Investment product strategy
• High-net-worth client case management