Investment Counsellor Family Office
Investment Counsellor Family Office
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Job Description
King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.
Follow us at for updates on the exceptional clients we represent. Stay uptodate on industry news and get your career consultation scheduled at kingdeux.com
About Your Company
King Deux is partnering with one of the top multi family offices globally renown for their close proximity and exclusive relationship with Europe Latin America and North Americas alternative asset. They are well structured governed and sound and solid in their global reputation in their discretionary portfolio management that caters to HNWs risk appetite and alpha expectations. If you are looking to join a platform that escalate your career growth open doors for you to be in direct contact with UHNWs this is the opportunity
About your role
Conduct indepth analysis of clients financial goals risk profiles and investment time horizons to develop customized investment strategies
Research and evaluate a wide range of investment vehicles including stocks bonds real estate alternative investments and more to build diversified portfolios
Advise clients on macro asset allocation among multiasset class to best fit their risk profile match the best fit solution
Monitor and regularly review client portfolios making recommendations for adjustments as needed to align with their evolving financial objectives
Educate clients on investment principles market trends and portfolio performance
Stay current on industry regulations tax implications and best practices to provide informed guidance
Prepare detailed investment reports and proposals for client meetings
What you will need to succeed
Bachelors degree in Finance Economics or a related field; advanced degree (e.g. CFA CFP) preferred
Minimum 3 7 years of experience in investment advisory wealth management or a similar role
Proven track record of developing and implementing successful investment strategies for highnetworth individuals and families
Strong financial modeling analytical and problemsolving abilities
Dedication to providing exceptional service and delivering positive client outcomes
How to Apply
Interested parties please send your CV directly to or apply directly.
Please note that only shortlisted applicants will be contacted.
Employment Type
Full Time
