Advisory Specialist

Your role

Do you have a passion for financial markets? Do you have a track record of building strong client relationships? Do you thrive in a team environment? We are looking for an Advisory Specialist who will focus on HNW/UHNW clients and work closely with CAS/RMs across desks. Responsibilities include:

• Management of a portfolio of HNW/UHNW clients based in Latin America, with a focus on Central and South America
• Proactive strategic and tactical investment advice across all asset classes
• Preparation and implementation of investment proposals in line with the client's risk profile, objectives, and our CIO views
• Ensuring the smooth execution of day-to-day business and client requests
• Conducting regular portfolio reviews and health checks
• Compliance with all regulatory, political, and qualitative standards to contribute to an effective risk culture

Your expertise

Experience in:

• asset management
• Investment banking (if applicable)
• Proven track record in delivering investment ideas
• Knowledge of local regulatory requirements
• Monitoring market developments and updates
• Academic degree (bachelor's/master's) or equivalent
• Fluent in Spanish and English at a high level

We offer

We offer a supportive environment where you can use your skills and experience to serve our clients in the best possible way. We are a team that works together to achieve our goals. We offer flexible working conditions where possible and an inclusive culture that promotes diversity among our employees. We use artificial intelligence (AI) to work more efficiently and intelligently.