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 client needs.
- Assist with trust structures, buy-sell agreements, and tax optimization strategies.
- Implement asset ringfencing and risk mitigation strategies
- Any other ad-hoc assigned
Requirements:
. Strong analytical and problem-solving skills
. Excellent communication and interpersonal skills
. Attention to detail and a high level of accuracy
. Ability to work independently and as a team
. Experience in Management Consultancy, Banking, Finance, Asset Management, Trust, Insurance industry is preferred
. Bachelor's degree in Finance, Business, Economics, Mathematics or a related field are preferred