Full Time
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Company

Job Details

Job Description

Roles & Responsibilities

  • Develop and implement comprehensive wealth management strategies tailored to the unique needs and goals of ultra-high-net-worth families.
  • Provide expert advice on investment portfolio construction, asset allocation, and risk management to preserve and grow family wealth across generations.
  • Facilitate seamless intergenerational wealth transfer planning, including estate, trust, and tax strategies, ensuring alignment with family values.
  • Oversee and coordinate a diverse team of external advisors, including legal, tax, investment, and philanthropic professionals, to deliver integrated solutions.

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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