Investment Counsellor, Family Office

King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

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About Your Company

King Deux is partnering with one of the top multi family offices globally, renown for their close proximity and exclusive relationship with Europe, Latin America and North America's alternative asset. They are well structured, governed, and sound and solid in their global reputation in their discretionary portfolio management that caters to HNW's risk appetite and alpha expectations. If you are looking to join a platform that escalate your career growth, open doors for you to be in direct contact with UHNWs, this is the opportunity

About your role

Conduct in-depth analysis of clients' financial goals, risk profiles, and investment time horizons to develop customized investment strategies

Research and evaluate a wide range of investment vehicles including stocks, bonds, real estate, alternative investments, and more to build diversified portfolios

Advise clients on macro asset allocation among multi-asset class to best fit their risk profile, match the best fit solution

Monitor and regularly review client portfolios, making recommendations for adjustments as needed to align with their evolving financial objectives

Educate clients on investment principles, market trends, and portfolio performance

Stay current on industry regulations, tax implications, and best practices to provide informed guidance

Prepare detailed investment reports and proposals for client meetings

What you will need to succeed

Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g., CFA, CFP) preferred

Minimum 3 - 7 years of experience in investment advisory, wealth management, or a similar role

Proven track record of developing and implementing successful investment strategies for high-net-worth individuals and families

Strong financial modeling, analytical, and problem-solving abilities

Dedication to providing exceptional service and delivering positive client outcomes

How to Apply

Interested parties, please send your CV directly to or apply directly.

Please note that only shortlisted applicants will be contacted.

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