Job Category: Banking & Finance
Senior Investment Associate
Full Time

JOB OVERVIEW

The Senior Investment Associate role will focus on managing and growing the wealth of our ultra-high-net-worth individual (UHNWI) clients. This role demands deep expertise across multiple asset classes, strong research and analytical capabilities, and a proven ability to oversee wealth management functions. You will be responsible for driving the investment strategy, conducting due diligence, and preparing detailed reports for clients, while ensuring each portfolio aligns with the unique goals and risk tolerance of our clientele.

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Bradfield Consulting

Bradfield consulting is a professional service firm created to provide human resource solutions for organizations of any size.