Consultant

About the role

Prime Quadrant is looking for a Consultant to support the delivery of investment advisory and portfolio management services for high‑net‑worth families. The role involves working closely with senior consultants and the investment team to provide tailored portfolio solutions and strategic advice.

Key responsibilities

• Lead and manage relationships with client families, both discretionary and non‑discretionary.
• Prepare, review and present materials for client meetings, including Investment Policy Statements.
• Support senior consultants in maintaining and growing existing client relationships.
• Provide ongoing analysis of asset allocation, portfolio construction and investment strategy.
• Identify and advance client priorities beyond portfolio management, contributing to holistic financial planning.

Required profile

• Strong relationship‑management and client‑service abilities.
• Excellent written and verbal communication skills.
• High attention to detail and strong organizational capabilities.
• Analytical mindset with interest in investment strategy.
• Ability to manage multiple priorities in a fast‑paced environment.
• Professionalism and discretion when working with client families.
• Proactive, collaborative and solution‑oriented approach.

Required skills