Financial Planner

We are seeking a Portfolio Manager to lead client relationships and manage discretionary investment portfolios with a disciplined, evidence-based approach. This role is ideal for experienced professionals who combine institutional investment capabilities with a commitment to personal, longevity-oriented wealth planning. You’ll have the autonomy to build and grow your practice within a collaborative, values-driven firm.

responsibilities

• Serve as lead advisor and discretionary manager for a book of high-net-worth and family office clients.
• Develop and implement customized investment strategies grounded in risk management and long-term allocation principles.
• Conduct portfolio reviews and proactively communicate with clients.
• Collaborate with our internal planning team and external professionals (e.g. lawyers, accountants) to deliver comprehensive wealth solutions.
• Participate in the investment committee and contribute to model de...