Investment Counselor, Esteemed Family Office

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 https://www.careers-page.com/kingdeux for updates on the exceptional clients we represent. Stay up-to-date 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 in Asia, stable and constantly growing their presence in Asia over the past 7 years. They are well structured, governed, and sound and solid in their global reputation. 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 in-depth 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 multi-asset 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

• Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g., CFA, CFP) preferred

• Minimum 2 - 6 years of experience in investment advisory, wealth management, or a similar role

• Proven track record of developing and implementing successful investment strategies for high-net-worth individuals and families

• Strong financial modeling, analytical, and problem-solving abilities

• Dedication to providing exceptional service and delivering positive client outcomes

How to Apply

Interested parties, please send your CV directly to y@kingdeux.com or apply directly.

Please note that only shortlisted applicants will be contacted.