Consultor de Investimentos para Indivíduos de Patrimônio Líquido Ultra-Elevado
High-earning opportunity ($200k-$500k). Senior-level role advising ultra-high net worth clients. Requires 15+ years’ experience, top-tier credentials, and strong client management.
Visão geral das principais responsabilidades
This senior role as an Investment Counselor places you as the primary contact for elite clients handling investment strategy, portfolio advice, and execution support.
You will be expected to provide strategic advisory solutions and manage complex client relationships, working closely with bank partners and leveraging your extensive expertise.
Cross-selling banking, lending, and trust services is core to the position with a strong emphasis on deepening client relationships over time.
Experience with alternative investments, global markets, and diverse asset classes is highly valued for this job.
Ensuring risk management and upholding the firm’s reputation are integral to the counselor’s daily decision-making process.
Benefícios e vantagens
Compensation is highly competitive, ranging from $200,000 to $500,000, which reflects the senior nature and responsibility of this opportunity.
Comprehensive benefits include health, dental, vision, 401(k) plans, and robust wellness programs to support a balanced work-life routine.
Paid time off and various insurance policies (life, accident, disability) provide strong support for your personal and financial security.
As a thought leader, you will have significant influence over strategy, innovation, and client satisfaction in the wealth management segment.
The role delivers the chance to build a highly respected personal practice focused on ultra-high net worth portfolios.
Desvantagens a considerar
The position demands extensive prior experience—at least 15 years—and advanced degrees or certifications such as a CFA or MBA, which may limit entry.
Workload can be intense given the expectation to deal with sophisticated clients and manage complex portfolios, potentially impacting work-life balance during peak periods.
Veredicto final
For highly experienced professionals with a passion for working with ultra-wealthy clients, this Investment Counselor position offers an outstanding career boost.
The responsibilities and rewards are substantial, but so are the expectations and requirements, making it ideal for true leaders in the field.
Consultor de Investimentos para Indivíduos de Patrimônio Líquido Ultra-Elevado
High-earning opportunity ($200k-$500k). Senior-level role advising ultra-high net worth clients. Requires 15+ years’ experience, top-tier credentials, and strong client management.
