Portfolio Advisor

The candidate will be a part of the team providing tailored investment recommendations to Ultra-High Net Worth individuals and families, the candidate will be the in-house expert in formulating and structuring strategic and tactical portfolios to meet the investment objectives of our clients.

Key responsibilities:

  • Formulating investment theses and ideas with an appreciation of the current macro-economic climate and market conditions.
  • Working closely with Wealth Managers in asset allocation and portfolio construction according to clients’ investment objectives and risk appetite.
  • Leading in the sourcing, screening and analysing of potential investment opportunities for client portfolios.
  • Structuring investment deals and product solutions.
  • Meeting with key clients for portfolio reviews and rebalancing.
  • Conducting internal marketing briefings.

  • Requirements:

  • Bachelor’s Degree with 12+ years of relevant experience in a private banking or investment consultancy environment. Candidates with CFA or CAIA will be considered favourably.
  • Advanced knowledge of accounting and financial modelling; demonstrated ability in analytical skills.
  • Highly knowledgeable in multiple asset classes.
  • Highly proficient in Microsoft Office Suite.
  • Excellent written and verbal communication skills; demonstrated ability to lead a team and skillfully engage with stakeholders across all levels of an organisation.
  • A proactive team player with strong interpersonal skills and the ability to work independently.

  • About Golden Equator Wealth
    Golden Equator Wealth (GEW) is a CMS-licensed, client-focused multi-family office offering UHNW individuals and families personalised, comprehensive solutions across wealth management and preservation. Our holistic blend of in-house resources and outsourced expertise allows us to independently and effectively manage each client’s consolidated portfolio to deliver long-term value.

    GEW is a subsidiary of Golden Equator Group. Through its ecosystem of businesses and networks, Golden Equator invests in the future generation through its key pillars of Capital, Technology, and Community to build financially rewarding businesses while driving positive social impact.

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    Please send your full CV directly to [email protected] We regret that only shortlisted candidates will be notified

    Interested? Apply now!