Senior Investment Counselor
1 week ago
We are seeking a highly skilled and experienced Senior Investment Counselor to join our team at McDermott International, Ltd. As a key member of our investment team, you will be responsible for providing exceptional investment advice and portfolio management services to our high net worth clients.
Key Responsibilities- Develop and implement customized investment strategies for clients, taking into account their individual financial goals and risk tolerance.
- Conduct thorough financial analysis and provide expert advice on investment opportunities, including stocks, bonds, and other securities.
- Manage client portfolios, ensuring that investments are aligned with their goals and risk tolerance.
- Provide ongoing portfolio monitoring and rebalancing, as needed.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Collaborate with internal departments to provide comprehensive financial solutions to clients.
- Bachelor's degree from an accredited college or university.
- Minimum 5 years relevant experience within financial services, wealth management preferred.
- Strong organization and communication skills.
- CFP required.
- Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform.
As a Senior Investment Counselor at McDermott International, Ltd., you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional investment services. We offer a competitive compensation package, including:
- Competitive salary and bonus structure.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
At McDermott International, Ltd., we are committed to providing our clients with exceptional investment services and solutions. As a Senior Investment Counselor, you will have the opportunity to make a meaningful impact on our clients' financial lives and contribute to the success of our organization. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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