Wealth Advisor

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Responsibilities: - Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers. - Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations. - Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items. - Provide exceptional value-added service, advice, and deliverables to assigned client families. - Offer strategic consulting advice, set goals, and provide compre...