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The Vice President, Client Advisory will act as a trusted advisor to ultra-high-net-worth clients, delivering personalized wealth management solutions through in-depth planning and proactive monitoring of investment performance.

The Associate will oversee client portfolio investments, manage trades, support senior Portfolio Managers, and collaborate with teams to enhance investment strategies and operations.

The role involves providing administrative support to executives, managing schedules, coordinating travel, organizing events, and maintaining office operations. Strong communication and multitasking skills are essential.

The Associate supports the Client Advisory Team by managing client relationships, providing investment advice, and coordinating project management among internal and external advisors to drive successful outcomes.