Wealth Advisory Associate

AlTi Tiedemann Global; Wilmington (DE); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

AlTi Tiedemann Global in Wilmington seeks an Associate Advisor to join our Client Advisory team. The Associate Advisor will support senior staff by delivering financial analyses, preparing client presentations, and communicating with clients to help them reach their financial goals.

Responsibilities include delivering wealth management services under supervision, creating performance reports, developing investment allocations, onboarding new clients, and assisting with business development while

Qualifikationen

• Bachelor’s degree in economics, business, or related field.
• 1–3 years of related experience or equivalent training.
• Ability to work in a team and be self-starting.
• Strong written and verbal communication; high analytical ability; detail-oriented.

Aufgaben

• Day-to-day delivery of wealth management services under supervision.
• Partner with Client Service Team to ensure requests are processed accurately.
• Create customized client presentations including performance and planning recommendations.
• Develop investment portfolio allocations and trading decisions aligned with client goals.
• Communicate with clients and outside advisors.
• Maintain, create, and analyze performance reports.
• Support execution of investment decisions.
• Assist with client wealth forecasting.
• Onboard new clients.
• Support business development efforts.
• Pursue ongoing professional development and education.

Kenntnisse

Teamwork

Communication

Analytical skills

Attention to detail

Self-starter

Ausbildung

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

Tools

Microsoft Excel

PowerPoint

Word

Jobbeschreibung

AlTi Tiedemann Global in Wilmington seeks an Associate Advisor to join our Client Advisory team. The Associate Advisor will support senior staff by delivering financial analyses, preparing client presentations, and communicating with clients to help them reach their financial goals.

Responsibilities include delivering wealth management services under supervision, creating performance reports, developing investment allocations, onboarding new clients, and assisting with business development while