Investment Advisor – High‑Net‑Worth Portfolios

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🕒 October 21, 2025

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Harpia Human Capital

WebsiteLinkedInAll Job Openings

1 - 10 employees

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Harpia Human Capital is a people management and recruitment consultancy that specializes in competency-based, agile selection and employee experience programs. The firm helps organizations build strategic, culturally aligned teams through assessment-led headhunting, candidate development, and HR transformation services, connecting individual competencies and values to business strategy and results. Harpia also offers implementation and change support to reinforce HR's strategic role and improve hiring accuracy and long-term fit.

📋 Description

• Develop customized investment strategies for Private and Ultra High Net Worth clients. • Conduct consultative client meetings with a focus on performance and long‑term client retention. • Monitor economic and sector trends to anticipate market movements and adjust allocations. • Ensure compliance with regulatory requirements and internal suitability policies. • Collaborate with product, research, and compliance teams to deliver comprehensive solutions.

🎯 Requirements

• Bachelor’s degree in Economics, Business Administration, Engineering, or related fields; • Current certification (CPA‑20, CEA, or CFP); • Proven experience managing high‑net‑worth portfolios or working in the Private client segment; • Strong analytical capacity, assertive communication skills, and an entrepreneurial mindset.

🏖️ Benefits

• Not specified