Investment Strategy Associate

AlTi Tiedemann Global; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global is seeking an Associate Advisor in Miami, Florida. The role involves managing client relationships and providing tailored wealth investment solutions. The candidate should possess a Bachelor’s degree, five years of investment experience, and be proficient in Spanish. Responsibilities include delivering wealth management services, preparing financial presentations, and engaging directly with clients. Join our team for a chance to grow professionally in a supportive environment.

Qualifications

• Minimum of five years of direct experience, including investment-related responsibilities.
• Ability to work within a team environment and be a self-starter.
• Experience communicating with and presenting to clients preferred.

Responsibilities

• Day-to-day delivery of Wealth Management services under supervision.
• Direct communication with clients and outside advisors.
• Customized client presentations including portfolio performance and analysis.

Skills

Proficient in Spanish

Written and verbal communication skills

Analytical skills

Organization and prioritization skills

Multi-tasking ability

Education

Bachelor’s degree in economics, business, or related areas

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

AlTi Tiedemann Global is seeking an Associate Advisor in Miami, Florida. The role involves managing client relationships and providing tailored wealth investment solutions. The candidate should possess a Bachelor’s degree, five years of investment experience, and be proficient in Spanish. Responsibilities include delivering wealth management services, preparing financial presentations, and engaging directly with clients. Join our team for a chance to grow professionally in a supportive environment.