Wealth Management Associate

AlTi Global, Inc.; Miami, Northern (FL, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

AlTi Global, Inc. invites applications for an Associate Advisor to join our Client Advisory team in Miami.

You will work with senior team members to counsel clients on discretionary investment management and wealth planning, providing financial analyses and client-ready presentations. The role focuses on supporting client relationships, preparing portfolio performance reviews, cash-flow planning and forecasting, and collaborating with a cross-functional team to deliver integrated wealth

Qualifications

• Bachelor's degree in economics, business, or related areas.
• 1–3 years of direct experience, including investment-related responsibilities.
• Professional fluency in Spanish.
• Ability to work within a team environment, while also being a self-starter.
• Excellent written and verbal communication skills.
• Superior analytical skills.
• Ability to prioritize, be exceptionally organized, and have extreme attention to detail.
• Ability to multi-task and manage work across a wide range of clients and advisors.
• Experience communicating with and presenting to clients preferred.

Responsibilities

• Day-to-day delivery of Wealth Management services under the supervision of senior client team members
• Direct communication with clients and their outside advisors
• Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely
• Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management
• Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates
• Maintenance, creation, and analysis of performance reports
• Execution of investment decisions
• Client wealth forecasting
• Onboarding of new clients
• Business development support
• Opportunities for professional development and education

Skills

Spanish

Communication skills

Analytical skills

Organizational skills

Education

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

Tools

Microsoft Excel

PowerPoint

Word

Job description

AlTi Global, Inc. invites applications for an Associate Advisor to join our Client Advisory team in Miami.

You will work with senior team members to counsel clients on discretionary investment management and wealth planning, providing financial analyses and client-ready presentations. The role focuses on supporting client relationships, preparing portfolio performance reviews, cash-flow planning and forecasting, and collaborating with a cross-functional team to deliver integrated wealth