Clean, prepare, and integrate data from portfolio management systems, trading platforms, and external sources. Understand the data consumed across various industries and investment verticals and identify data gaps, uplift opportunities, and consolidation use cases. Analyze operating performance data, identify key drivers, and derive conclusions using advanced analytics and statistics. Develop financial and statistical business models to analyze historical operating performance data to identify high-potential prospects and actionable cross-asset opportunities. Build dashboards and tools to visualize client portfolios, risk exposures, and investment behaviors. Support wealth advisors with portfolio-level analytics, performance attribution and investment decisions. Support sales team through audience targeting, personalization models, and ROI analytics. Communicate complex analytical findings in a clear and actionable manner to non-technical audiences.
Salary is $73,174/year. Mail resumes to Attn: Katie Tai, Griffinest Asia Securities LLC, 301 North Lake Ave., #110 Pasadena, CA 91101. No phone calls please.
We are looking to hire Senior Wealth Advisors with experience of working with high-net-worth individuals and possessing solid client base.
Responsibilities
- Create opportunities to develop and promote new business, and increase referrals and assets under management.
- Manage client relationships by offering investment services and advice to high-net-worth individuals
- Collaborate on client servicing and new business pitches by understanding prospective client needs, risk tolerance and objectives; Evaluate and inform portfolio structure, risk and relative value opportunities
- Hold periodic client service meetings, supported by members of the firm’s research team as needed, to provide insight into market and investment performance and respond to any changes in client circumstance
- Manage investment services by planning, delivery, and regular review with clients; Maintain client satisfaction and actively assist in the wealth management business
- Proactively communicate with clients about current conditions in the financial markets and makes necessary adjustments to their investment strategies. Review asset management and Brokerage statements with clients. Communicate strategic shifts in the marketplace.
- Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
- Maintain all appropriate training and continuing education requirements for licenses and certifications.
Qualification
- Bachelor's Degree Bachelors of Science or Bachelors of Arts degree
- The right candidate will have 7 -10 years of experience working at a brokerage/wire house firm, investment or wealth management company, or registered investment advisory Firm.
- Minimum 7 years’ experience with Microsoft Office software and financial database application.
- Series 7 and 66 licenses
Compensation & Benefits
- Negotiable Payout
- Commission structure to support early development
- Bonus programs and expense allowances
- Retirement Package and Pension Plan
- Medical and Dental