ISG UHNW Portfolio Strategist
Core
Partner with Financial Advisors to deliver holistic investment guidance and personalized portfolio construction for Ultra-High-Net-Worth (UHNW) clients.
Role type
Senior IC portfolio strategist (wealth management)
Builds
Custom asset allocation, multi-asset portfolios, and traditional/alternative manager selection for UHNW clients
Domain
Wealth management / UHNW client services
Required skills
Portfolio construction, manager selection, client discovery, asset allocation, business development, relationship management, financial planning, market analysis, strategic thinking, networking
Preferred skills
CIMA, CAIA, CPWA, CFA, experience in investment management or wealth management sales
Technologies
CIO solutions, ISG solutions
Responsibilities
Develop relationships with UHNW-focused Financial Advisors to educate on portfolio strategies; Strategize with Advisors on deepening existing UHNW client relationships; Lead portfolio construction for new money opportunities; Deliver investment expertise including custom asset allocation and manager selection; Partner with enterprise Specialists to meet full scope of client wealth needs; Collaborate with local Market Executives to deliver value-add content.
Seniority
Senior, hands-on IC