Job Description
Roles & Responsibilities
Desired Candidate Profile
Advanced degree (MBA, JD, LLM, or equivalent) in finance, law, business, or a related field.
Minimum of 2 years of progressive experience in wealth management, private banking, or family office operations.
Proven track record of successfully advising ultra-high-net-worth individuals and families on complex financial matters.
Deep understanding of investment strategies, alternative assets, estate planning, and international tax law.
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