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Job Description:

Build and maintain relationships with Ultra High Net Worth (UHNW) individuals and their businesses.
Provide bespoke investment advice and manage discretionary portfolios.
Liaise with private banks to optimize client solutions.
Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs).
Offer strategic planning for generational wealth transfer.
Deliver high-net-worth insurance solutions tailored to cl

Management Associate Consultant