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UHNW Private Markets Advisor

Allocate Holdings Inc., Palo Alto, California, United States, 94306

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A financial services company based in California is searching for a Private Market Advisor to assist ultra-high-net-worth clients in developing diverse private market portfolios. The position combines market expertise with relationship management skills, focusing on creating tailored investment strategies. Ideal candidates should possess strong analytical skills and a proven track record with UHNW clients. The role offers a competitive salary ranging from $150,000 to $200,000 along with benefits including comprehensive health care. #J-18808-Ljbffr