Sr. Multi-Family Office Advisor

Bachelor’s degree required or equivalent experience
6 – 8 years of relevant experience or demonstrated required level of proficiency
Strong understanding of family office structures, governance, and wealth management strategies
Ability to tailor solutions based on clients’ needs
Deep understanding of financial markets and investment products including equities, fixed income, derivatives, structured products, and FX
Ability to generate and present tactical investment ideas based on research; proprietary and third-party
Flexibility and adaptability in dealing with a wide range of client profiles and product sets
Problem-solving and critical thinking under pressure
Excellent communication skills, both verbal and written

Lead comprehensive discussions and education sessions with prospective and existing clients of Family Office solutions
Collaborate with Private Bankers and Advisors to drive market share growth, promote brand awareness, and contribute to the strategic direction of Family Office offerings through a consultative sales approach
Provide active advisory and trading execution services to clients across multiple asset classes including equities, fixed income, derivatives, structured products, and foreign exchange
Deliver tactical investment ideas based on proprietary and third-party research
Maintain expertise across a wide range of investment products and Family Office services, contribute feedback to enhance Family Office offerings to meet client needs and market trends
Other duties as assigned or requested by immediate supervisor