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 strategiesAny 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

Please refer the Job description for details