The Senior Associate, Client Advisor supports wealth management for ultra-high-net-worth clients by managing relationships, conducting financial analysis and coordinating investment strategies.

The Client Portfolio Manager will oversee custom client portfolios, manage client relationships, provide investment advice, and collaborate with teams to align client objectives with firm standards, requiring extensive investment knowledge and experience.

The role involves advising ultra-high-net-worth clients on financial strategies, leading meetings, analyzing financial situations, and mentoring team members.

The Business Analyst will enhance wealth management operations by driving innovation, optimizing workflows, and providing data-driven insights to support operational efficiency and strategy.