Investment Advisor

Investment Advisor | Family Office - Monaco

We are recruiting for an Investment Advisor on behalf of a Family Office in Monaco. This role is suited to an experienced professional with a strong background in investment strategy, portfolio management, and private client advisory. The individual will provide tailored investment solutions to UHNW family members, ensuring long-term asset growth and preservation.

Key Highlights of This Role

• Minimum of 10 years’ experience in investment advisory, wealth management, or private banking.
• Develop and implement bespoke investment strategies, aligned with the family’s financial objectives and risk appetite.
• Manage a multi-asset portfolio, including equities, fixed income, private equity, real estate, and alternative investments.
• Conduct market analysis, risk assessments, and due diligence to identify new investment opportunities.
• Work closely with external asset managers, private banks, and financial institutions to source and structure investments.
• Ensure all investment activities comply with regulatory requirements and best practices in wealth management.
• Provide regular reporting, performance reviews, and strategic recommendations to family members and key stakeholders.

What Our Clients Offer

• A strategic advisory role within a private family office, offering exposure to global investment opportunities.
• A collaborative environment focused on long-term wealth preservation and growth.
• Competitive compensation package, including performance-based incentives.
• A role with significant autonomy and responsibility, advising on high-value investment decisions.

Diversity & Inclusion

Our clients are dedicated to fostering an inclusive environment and encourage applications from all backgrounds. We welcome candidates regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.