Consultant High-Net-Worth Families

Position: Consultant for High-Net-Worth Families
Become a Consultant at Prime Quadrant, focusing on delivering investment advisory and portfolio management services to affluent families across North America. Support client relationships while collaborating with a dedicated team.

Prime Quadrant is seeking a skilled Consultant to enhance its investment advisory services for high-net-worth families. This role involves managing client relationships, providing customized portfolio solutions, and contributing to investment strategies. You will work closely with Senior Consultants and the Investment Team to ensure excellent client service and effective asset management.

Key Responsibilities:

• Lead client relationship management for high-net-worth families

• Manage both discretionary and non-discretionary client portfolios

• Prepare and present materials for engaging client meetings

• Analyze asset allocations and draft Investment Policy Statements

• Recommend tailored investment strategies based on client needs

Requirements:

• Experience in investment advisory or wealth management

• Strong analytical and communication skills

• Understanding of asset allocation principles

• Experience with high-net-worth individuals preferred

• Relevant professional designations considered an asset

Elevate your career by providing dedicated investment advisory support at Prime Quadrant, where client focus and collaboration are key.
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