Investment Strategist, Family Office Expert
3 weeks ago
We are seeking a skilled Investment Strategist to join our team at King Deux Search & Consulting. As a key member of our team, you will be responsible for developing and implementing customized investment strategies for high-net-worth individuals and families.
Key Responsibilities- Conduct in-depth analysis of clients' financial goals, risk profiles, and investment time horizons to create tailored investment plans
- Research and evaluate a wide range of investment vehicles to build diversified portfolios
- Advise clients on macro asset allocation to best fit their risk profile and financial objectives
- Monitor and regularly review client portfolios, making recommendations for adjustments as needed
- Stay current on industry regulations, tax implications, and best practices to provide informed guidance
King Deux Search & Consulting is a specialized executive search firm that offers bespoke talent solutions across financial services and commerce. We are committed to finding the right opportunity for our candidates and leaving a lasting legacy beyond the hiring process.
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
Interested parties, please submit your CV directly to our team or apply through our website.
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