We're partnering with a well-funded, fast-growing company to hire a Private Wealth Director to join their team.
- Liaise with private banks, custodians, fintech platforms, and financial intermediaries
- Coordinate KYC/AML onboarding and ongoing compliance across jurisdictions
- Maintain source of wealth and source of funds records for banking and compliance purposes
- Manage global wealth structures across holding entities and SPVs
- Monitor portfolio allocation across traditional and alternative assets, including digital assets where relevant
- Coordinate with legal and tax advisors on cross-border structuring, reporting, and residency planning
Reach out to Ayla at [Confidential Information] for a confidential discussion.
EA License No: 19S9830
